The Company Levo Adviser, LLC, a Limited Liability Company (“we,” “us” or “LEVO”) is an investment adviser registered with the SEC.1 LEVO was founded in February 2021 and is located in Tennessee. LEVO is wholly owned by Levo Financial, Inc., which is 33% owned by its Chief Executive Officer, Zach McCormick. Advisory Services Our Services LEVO provides investment advisory services to high net worth individuals, small businesses, and corporations through an online interactive website (the “Platform”) sponsored and maintained by Levo Financial, Inc. This entails the use of algorithm-based portfolio management advice, rather than in-person investment advice. LEVO provides investment advisory services on a continuous basis and in accordance with the investment objectives and risk tolerance provided by the client. LEVO requests information on a client’s financial situation, level of financial sophistication, investment experience, and financial goals in order to provide personalized investment advice. LEVO permits clients to modify their portfolio selection after a recommendation based on the results of the risk questionnaire is provided. These portfolios will typically be comprised of exchange traded funds (“ETFs”) with exposure to fixed-income securities. LEVO will acknowledge to a client when a LEVO account is not in the client’s best interest. LEVO provides portfolio management services to Platform clients under a wrap fee program (“Wrap Program”) as a sponsor and portfolio manager. Under LEVO’s Wrap Program, the client receives advisory and brokerage execution services, account reporting, and custodial services, for

an all-inclusive fee. Once the appropriate portfolio has been determined by LEVO’s proprietary algorithm and selected or customized by the client, LEVO monitors the investments regularly, conducts account reviews periodically, and will consider an appropriate rebalance of a portfolio as necessary, based on the client’s deposits/withdrawals and investment appreciation/depreciation. Client assets in the Wrap Program managed by LEVO are held in accounts at a registered broker/dealer and qualified custodian, who will provide clearing, custody and other brokerage services for client brokerage accounts. Each client is ultimately responsible for providing all of the necessary information to establish their own account. Additional information about the wrap fee program can be found in Part 2A, Appendix 1 (the “Wrap Fee Program Brochure”), which can be requested free of charge by calling (801) 441-7772. LEVO manages wrap fee accounts by managing portfolios of fixed- 1 Registration as an investment adviser does not imply a certain level of skill or training. Form ADV Part 2A – Disclosure Brochure 5 March 27, 2023 income ETFs designed to adhere to the client’s specific risk tolerance. Platform clients’ portfolios are managed and maintained by an algorithm. As further described in the Wrap Fee Program Brochure, LEVO receives a portion of the wrap fee for its services. More about our firm’s investment strategies and the risks involved can be found under Item 8 of this brochure. Services Limited to Specific Types of Investments LEVO generally limits its investment advice to selection of fixed-income ETFs. Assets Under Management As of December 1, 2022, we manage $1,045,000 for the Platform.