Wolman Wealth Management Inc. is a state-registered investment adviser with its principal place of business located in Los Angeles, California. Wolman Wealth Management Inc. began conducting business in 1995. Jeffrey Charles Lloyd Wolman (“Jeffrey Wolman”) is the President and sole 100% shareholder. Wolman Wealth Management Inc. offers the following services to our clients: PERSONAL & BUSINESS MANAGEMENT SERVICES Wolman Wealth Management Inc’s primary business is providing personal and business management services. We assist clients with their personal and business financial management needs and can handle clients accounting, tax, banking, insurance, real estate and investment needs. Each client receives tailored services to meet the client’s needs of an agreed upon fee (see Item 5 below). Services to be provided are agreed to in advance and incorporated into the client’s engagement letter. Services may include one or more of the following: ● Collection and Depositing of Funds (Banking) ● Payment of Expenditures ● Maintain Books and Records ● Periodic Financial Statements o Statement of Assets and Liabilities o Cash Flow Budgets ● Income Tax Projections and Planning ● Individual & Corp. Income Tax Preparation & Filing ● Transaction Specific Advice financial and tax impact ● Review Investments as to economic and tax aspects ● Review Insurance Protection ● Consult with UK accounts and advisors ● Other Financial Services Individual Portfolio Management Wolman Wealth Management Inc. only provides portfolio management services to clients who have engaged the firm for Personal & Business Management Services as described above. Our firm will provide individually tailored investment advice, at no additional charge, for Personal & Business Management Services Clients [only]. Through personal discussions in which goals and objectives based on a client's particular circumstances are established, we develop and recommend and manage a portfolio based on this information. During our data-gathering process, we determine the client’s individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also review and discuss a client's prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary or non-discretionary basis or in certain circumstances may refer clients to third-party advisers (see Third-Party Advisers below). Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and will generally include advice regarding the following securities: ● Exchange-listed securities ● Certificates of deposit ● Municipal securities ● Mutual fund shares ● United States governmental securities ● Interests in partnerships investing in Real Estate Because some types of investments involve

certain additional degrees of risk, they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. Third-Party Advisers Wolman Wealth Management Inc. may from time to time recommend or assist clients with developing a relationship directly with a third-party money manager. Based on a client's individual circumstances and needs, we will assist the client in determining which independent adviser's portfolio management services are appropriate for that client. Factors considered in making this determination, including account size, risk tolerance, and a client's investment experience, are discussed during our consultation with the client. Wolman Wealth Management Inc. will not accept discretion to hire or fire any third-party adviser on behalf of a client. Each client will be responsible for hiring and firing third-party mangers. Wolman Wealth Management Inc. will meet with the client on a regular basis, or as determined by the client, to review the account. We will, when needed, suggest changes in the client's portfolio (''rebalancing''), to more effectively address each client's goals. These recommendations may include replacing the third-party adviser with another adviser. The client may then instruct the independent adviser to make any or all of the changes we recommended. These recommendations are our own, and are neither recommended nor approved by any independent advisers.
Any rebalancing of the portfolio is done with the client's approval, and will be reviewed and implemented by the independent investment adviser. Wolman Wealth Management Inc. does not act as a solicitor for any third-party adviser and receives no compensation for making recommendations of third-party advisers. Consulting Services Clients can also receive investment advice on a more focused basis. This may include advice on only an isolated area(s) of concern such as estate planning, retirement planning, or any other specific topic. We also provide specific consultation and administrative services regarding investment and financial concerns of the client. Consulting recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. All recommendations are of a generic nature. CONFLICTS OF INTEREST: All material conflicts of interest under are disclosed regarding the Wolman Wealth Management Inc. its representatives and any of its employees, which could be reasonably expected to impair the rendering of unbiased and objective advice. We are required to disclose if a conflict exists between the interests of the investment adviser and the interests of the client. If so, the client is under no obligation to act upon the investment advisor’s recommendation, and, if the client elects to act on any of the recommendations, the client is under no obligation to effect the transaction through the investment adviser. Assets Under Management As of December 31, 2023, Wolman Wealth Management Inc. has $199,913,230 of discretionary assets under management. Wolman Wealth Management Inc. does not participate in any wrap programs.