Tactive. (CRD # 309311), was originally a “dba” under Strategy Marketplace, LLC, but has chosen to use the name Tactive Wealth, LLC as the official firm’s name. Tactive is registered as an investment adviser with the Securities and Exchange Commission and is organized as a Limited Liability Corporation under the laws of the State of Delaware. The firm has been in business since 2020. Tactive’s principal office and place of business is located at 7400 Baymeadows Way, Suite 300, Jacksonville, Florida 32256. The firm can be contacted by phone at 855-282-2848. Tactive provides two types of portfolio management services to individuals and businesses. These services include the Tactive Robo-Advisor (TRA), and the Advisor Advice service. TRA uses responses from a client’s goals and risk assessment that is completed by the client before investing begins. The TRA uses the client’s responses to assess which financial models are needed to create an investment portfolio for the client. Based upon the models needed, a structured portfolio strategy is created for the client and then the clients’ assets will be invested within the structured portfolio strategy. All trading is handled by Tactive, not Artificial Intelligence (AI). Clients can also engage with the firm's registered investment advisory representatives for traditional advisory services. Clients will open a custodian account, and an investment advisory agreement will be completed. In these cases where clients are not within the TRA platform, the client will complete the risk tolerance questionnaire and the advisor will place them in the appropriate strategy based upon their answers. The firm currently offers a Basic Package (which includes initial setup and basic strategy access to the TRA platform), and an Advisor Advice Package (which either includes the Basic Package and annual calls with an available Tactive adviser and guidance on outside assets or investment advisory services outside of the use of TRA). Although Tactive generally has full discretionary authority to manage client portfolios, services are tailored to the individual needs of each client, and clients may impose restrictions related to the management of their account. Additionally, Tactive may also provide complimentary or fixed fee financial planning services to investment management clients as needed or requested. Sub‐advisors: Tactive may also retain sub-advisors or third-party managers to assist with managing portfolios if you need or are seeking a specific type of investment management or strategy. Sub-advisors provide investment allocations and securities selection and may execute securities transactions in your accounts pursuant to the agreement between Tactive and the subadvisor. This relationship will

be fully disclosed with those sub-advisors in your IMA. Certain sub-advisors use ETFs and or mutual funds in Client portfolios to which they are manager or sub-advisor. In these cases, the selection of these investments creates conflicts of interest for the sub-advisor. The sub-advisors disclose conflicts of interests including their selection of such investments, in their Form ADV 2. We advise you in establishing investment objectives, and work with the sub-advisors to ensure an appropriate investment strategy for you. You are provided the sub-advisor’s Form ADV Part 2, to understand their business. Turnkey Asset Management Platform (TAMPs): Under the TAMP, Tactive serves as sub-adviser to the client-facing investment adviser. Based upon the information and the models available in the TAMP, the client facing investment adviser develops a basic plan to allocate client assets and selects one of more of the Tactive model portfolios. The TAMP is a collection of model portfolios made available to investment professionals through a single platform. The goal of the TAMP is to make investing client assets more streamlined and efficient. For example, if a client wants to invest with five different model portfolios, instead of opening five separate accounts, one direct in each model portfolio, the client can open one unified account through the TAMP and hold all of the five model portfolios within one account. Written Acknowledgement of Fiduciary Status When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title 1 of the Employee Retirement Income Act (ERISA) and the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must: ● Meet a professional standard of care when making investment recommendations (give prudent advice); ● Never put our financial interests ahead of yours when making recommendations (give loyal advice); ● Avoid misleading statements about conflicts of interest, fees, and investments; ● Follow policies and procedures designed to ensure that we give advice that is in your best interest; ● Charge no more than a level fee that is reasonable for our services; and ● Give you basic information about conflicts of interest. Assets Under Management: As of December 31, 2023, Tactive currently has $381,465,898 in discretionary assets and $24,342,000 in non-discretionary assets totaling $405,807,898 in assets under management.