Firm Description Private Wealth was founded on June 28, 2021, and became an SEC Registered Investment Advisor on August 12, 2021. Private Wealth is principally owned by Private Wealth Advisor Partners, LLC. Types of Services As described further in this section, the Firm offers a variety of services, including investment advisory and non-investment advisory services. These services are provided to individuals (including high net worth individuals), family offices, trusts, estates, philanthropic and non-profit organizations, and other types of business entities (referred to as “client,” “you,” or, “your” hereafter). How we are compensated for these services is described in detail in Item 5 of this Disclosure Brochure. Investment Advisory Services Investment Advisory Services are provided based on the clientʼs specific needs within the scope of the services provided as discussed above. A review of the information provided by the client regarding the clientʼs current financial situation, goals, and risk tolerances will be performed and advice will be provided that is in line with available information. Clients can place restrictions on investing in certain securities positions or types by notifying the Firm either in writing or orally. We provide the following Investment Advisory Services to our clients: i. Investment Management Services (discretionary and non-discretionary). ii. Wealth Management Services, and iii. Selection of Other Advisors. These services are collectively referred to as our “Investment Advisory Services.” A description of the fees associated with these Investment Advisory Services can be found in Item 5. Investment Management Services Private Wealth provides Investment Management Services to our clients on both a discretionary and non- discretionary basis. Please refer to Item 16, for further discussion on what investment discretion means. In providing Investment Management Services, and as described in more detail in Item 8, Private Wealth uses a number of methods to craft its investment models, including quantitative, fundamental, technical, and economic analysis. Prior to providing Investment Management Services, each client is required to enter into an agreement with us regardless of whether services are provided on a discretionary or non- discretionary basis. Further details about the services provided to each client are detailed in these agreements. Private Wealth assesses a client’s current holdings and ensures alignment with both short and long-term goals, risk tolerance and other investment objectives. The Firm performs ongoing reviews of investment performance and portfolio exposure to market conditions. Accordingly, the Firm is authorized to perform various functions without further approval from the client, such as the determination of securities to be purchased or sold without prior permission from the client for each transaction. All trades are made in the best interest of the client as part of Private Wealth’s fiduciary duty. However, risk is inherent to any investing strategy and model. Therefore, Private Wealth does not guarantee any results or returns. Discretionary Investment Management Services: The client grants Private Wealth to have full power and authority and sole discretion to, among other things, direct the custodian to invest and reinvest or sell the client assets and to direct the custodiam to exercise or abstain from exercising any options, privileges or rights held as part of the client’s account. Further discretion grants us the right to retain and allocate all or a portion of the client’s assets to sub-advisers and third-party asset managers. Non-Discretionary Investment Management Services: Private Wealth shall supervise and direct the investments of and for the client account, subject to the objectives, limitations, and restrictions listed in the client’s directions but has not authority to trade the account without the direction of the client. Any information presented in a financial plan regarding potential tax considerations is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Our Firm and our financial advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Wealth Management Services The Firm may provide clients with Wealth Management Services which is advice related to the client's financial circumstances and objectives. Such services may include investment analysis and recommendations based on the client's objectives, goals, and financial situation; however, recommendations of specific securities or asset management strategies will not be part of the plan. The scope of Wealth Management Services to be provided to the client will be customized based on the needs of the client and will be detailed in the agreement between the client and us. A description of the fees associated with these Wealth Management Services can be found in Item 5. Selection of Other Advisors As part of our investment advisory services, we may recommend that you use the services of a third-party investment advisors ("Third-Party Advisor(s)") to manage your entire, or a portion of your, investment portfolio. After gathering information about your financial situation and objectives, we may recommend that you engage a specific Third-Party Advisors. Factors that we take into consideration when making our recommendation(s) include, but are not limited to, the following: the Third-Party Advisors' performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. We will periodically monitor the Third-Party Advisors' performance to ensure its management

and investment style remains aligned with your investment goals and objectives. The Third-Party Advisor(s) will actively manage your portfolio and will assume discretionary investment authority over your account. Private Wealth will assume discretionary authority to hire and fire Third-Party Advisor(s) and/or reallocate your assets to other Third-Party Advisors where we deem such action appropriate. Additional fees are associated with the use of Third-Party Advisors. A description of the fees associated with these Third-Party Advisors can be found in Item 5. 401(k) Asset Allocation Strategy Structure We develop Asset Allocation Strategies utilizing the core fund line-up to provide employees with a choice of well diversified portfolios based upon their risk tolerance; however, Private Wealth does not select the investments for the participants, We only provide general advice to participants of the plan should they want help with selecting based on their options. Non-Investment Advisory Services Separately from the Investment Advisory Services described above, we provide the following Non- Investment Advisory Services (collectively referred to as “Non-Investment Advisory Services”) to our clients: i. “Circle of Services” (third-party service provider recommendations), ii. Business Transition Planning, iii. Oil & Gas Holdings Management, and iv. Real Estate Management. Clients are under no obligation to engage Private Wealth for Non-Investment Advisory Services. A description of the fees associated with these Non-Investment Advisory Services can be found in Item 5. Unless stated otherwise, fees associated with Non-Investment Advisory Services are in addition to fees incurred for Investment Advisory Services. “Circle of Services” Private Wealth collaborates with third-party services providers to create solutions suited to a client’s needs. If Private Wealth recommends the service provider(s), and the client engages the provider(s), then the client will pay the provider(s) directly for the provider(s)’ services. his is in addition to any fees the client pays to Private Wealth. While Private Wealth may have pre-existing business relationship with the selected provider(s), Private Wealth does not receive any referral fees, percentages of payments by clients to the service provider(s), or any other form of compensation associated with selection of a particular service provider. This service may be included as part of Private Wealth’s Investment Advisory Services (discussed above) and typically encompasses accounting services, trust services, private banking, crypto platform recommendation and tax preparation. A client of Private Wealth’s Investment Advisory Services program will not pay additional fees to Private Wealth for using the Circle of Services. A description of the fees associated with the Circle of Services can be found in Item 5. Business Transition Planning Business Transition Planning entails navigating many aspects of beginning, maintaining, and transitioning a business through corporate goal setting, business valuation review, transition alternatives review, proactive tax strategy review, business continuity instructions, and analysis of leases, land, and real estate holdings. The specifics of the Business Transition Planning services provided are negotiable and will be detailed in the specific agreement each client has with us. A description of the fees associated with Business Transition Planning can be found in Item 5. Oil & Gas Holdings Management Oil & Gas Management services are offered through PW Energy (a d/b/a of Private Wealth). Oil & Gas Management services entail managing aspects of mineral rights and natural resources holdings through management of royalties, income, and expense payment; property taxes; annual reporting, contract and lease negotiation; property inspections, valuation, and reviews; analyzing and advising on joint operating agreements, accounting authorizations for expenditure, and joint interest billing; and proactive leasing. This service is offered under a separate written agreement from Private Wealth’s other services. The agreement will provide further details as to the services to which the client is entitled and fees the client will incur. A description of the fees associated with Oil & Gas Holdings Management services can be found in Item 5. Real Estate Asset Management Real Estate Asset Management services includes the management of aspects of real estate and land concerns tailored for the client’s geographic area through management of farmland cash rent, crop share leasing, third-party property management, and oversight of custom operations. This service is offered under a separate written agreement from Private Wealth’s investment advisory services; Private Wealth requires an agreement signed by the client prior to engagement of any services. The agreement will outline services to which the client is entitled and fees the client will incur. Real Estate Management clients who become investment advisory services clients will continue to pay separate fees on their Real Estate Management relationship. Investment Products Private Wealth may offer advice on the following investment products:  Equity securities (exchange-listed, over the counter, foreign issuers)  Corporate debt securities  Municipal securities  Investment Company Securities (mutual fund shares)  Variable annuities  United States government securities  Currencies  Derivatives  Private placements Wrap Fee Program Private Wealth does not offer a Wrap Fee Program. Assets Under Management As of March 5, 2024, the Firm has approximately the following Assets Under Management (“AUM”):  Discretionary AUM: $ $1,607,575,640  Non-Discretionary AUM: $0