A Our Firm. Arrien Investments, Inc., is an Idaho corporation and independent investment advisor firm registered with the SEC since 2022. We provide tailored investment advice to our clients in a fiduciary capacity. The firm’s origins date back to 1998, when Kevin G. Arrien, our sole principal, began offering securities and investment advisory services under the “Arrien Investments” name as a representative of various independent broker-dealer and investment advisor firms. Our offices are located in Boise, Idaho. The information contained in this brochure describes our investment advisory services, practices, and fees. Please refer to the description of each investment advisory service listed below for information on how we tailor our services to the needs of our clients. As used throughout this brochure, the words “Arrien Investments,” “firm,” “we,” “our,” and “us” refer to Arrien Investments, Inc. and its associated financial professionals, and the words “you,” “your,” and “client” refer to you as either a client or prospective client of our firm. Prior to forming an investment advisor-client relationship with you, we may offer you a complimentary general consultation to discuss the nature of our services and to determine how we can best assist you in achieving your financial goals and objectives. Investment advisory services begin only after you enter into a written investment advisory agreement with Arrien Investments. B C Our Services. We offer a variety of investment advisory services to clients. Our investment advice is always tailored according to each client’s unique financial circumstances, objectives, needs, and limitations. A description of our various investment advisory services is as follows: Asset Management Services: Our premier service offering, asset management services combine ongoing and continuous portfolio management with basic financial planning and ad-hoc financial consulting services that are designed to assist our clients in the management of their overall financial affairs. We will provide strategy selection, ongoing management, and monitoring of your designated investment accounts in accordance with our understanding of your financial circumstances, investment goals, needs, objectives, and limitations. You will be required to deposit your assets to an account (or accounts) held in your name at an independent qualified custodian (“Custodian”), typically a licensed broker-dealer, banking, or savings institution, who will execute transactions for your account upon instructions received from our firm. Our asset management services are typically offered on a discretionary basis only. This means that we will not be required to obtain your prior approval for each specific investment transaction we direct within your account. You may impose reasonable restrictions on our management of your account(s), including instructing us not to purchase certain specific securities, industry sectors, and/or asset classes. Please see Item 16 of this brochure for more information on our investment discretion policy. We will consult with you at the inception of our relationship and periodically thereafter, as necessary, to gather information regarding your financial circumstances, investment objectives and limitations, tolerance for investment risk, and time horizon for investments. These consultations will typically include discussion of your current and expected income level/cash flow, tax considerations, the contents of your existing investment portfolio, and other considerations. Based on our analysis of this information, we will then recommend and implement an investment strategy and portfolio within your designated accounts that is tailored to your unique financial circumstances and investment goals. We will monitor your accounts on an ongoing basis and implement changes as needed or appropriate, in consideration of current economic conditions, our market research, opinions, and assumptions, and any material changes in your individual financial circumstances, goals, and needs. It is your ongoing responsibility to advise us promptly during our relationship of any material changes in your financial circumstances which might alter our investment advice to you. Client portfolios typically incorporate a diversified mix of investments, including some or all of the following: individual stocks, corporate and government issued bonds, mutual funds, exchange traded funds (“ETFs”), real estate investment trusts (“REITs”), cash and cash equivalents. Where appropriate, your portfolio may also include other instruments, such as unit investment trusts, options, variable annuities, and insurance products. At your request, we will also provide recommendations for the allocation of assets contained in certain accounts that are “held away” from those over which you have granted us trading authority (e.g., employer sponsored retirement accounts, qualified tuition plans, variable annuity sub-accounts). For these assets, we are typically limited to advising you as to the allocation of your holdings among the various investment options made available by the product sponsor, issuer, or custodian. You will be responsible for the implementation and monitoring of all investments contained in such held away accounts. We will only review and update our recommendations regarding your held away accounts upon your specific request. Through a combination of in-person consultations, telephone/tele-video conferences, and/or e-mail communications, we will further provide you with ongoing support and guidance with respect to routine financial matters such as budgeting and cash flow concerns, credit and debt management, and questions regarding insurance coverage. Asset management clients placing at least $100,000 of assets under our management generally receive basic financial planning services, including the development and periodic review and updating of a written financial plan, without additional charge. Additional hourly fees for basic financial planning services may apply for clients placing less than $100,000 of assets under our management, or where the client’s financial planning needs

are deemed to be especially complex or requiring more frequent reviews and updates. A full description of our financial planning services can be found below. You will make all final investment decisions with respect to our financial planning and consulting advice and will be responsible for implementation and monitoring of all investments held outside of the accounts over which we maintain trading authority. Financial Planning and Consulting Services: Where ongoing asset management services are not a good fit or are not desired by the client, we offer financial planning and consulting services on a stand-alone basis. The scope of these services is tailored either to assist you in achieving your overall financial goals and objectives (i.e., broad- based planning) or to address specific financial concerns, events, or transactions on which you seek our advice. These services may encompass advice regarding, without limitation, some, or all of the following topics:  Budgeting and Cash Management: Assisting you in understanding cash inflows and outflows and setting and maintaining a sustainable budget.  Risk Management and Insurance Planning: Evaluating your areas of financial and other risk exposure and designing and recommending insurance coverage to protect your family, business, other assets, and cash flow from the effects of unexpected events.  Financial Planning Relating to Specific Life/Business Events: Providing you with specialized advice unique to events such as child birth, divorce, business transactions/continuity planning, real estate transactions, and other specific events, both planned and unplanned.  Estate Planning/Estate Settlement: Advance planning for your incapacitation and/or death, including end of life care/disability planning, handling of your end of life financial affairs, and the administration, management, and distribution of assets upon your death in a tax and cost efficient manner.  Tax Planning: Analyzing your unique tax circumstances and current tax regulations and designing tax efficient strategies intended to reduce your tax liabilities in the short and long term.  Retirement Planning: Assisting you in the design and implementation of a long term income and asset management plan intended to grow and protect your income and assets so as to enable you to maintain your desired standard of living throughout retirement.  Investment Goal Planning: Designing an overall plan for the investment and management of your assets, including investment accounts (taxable and non-taxable), personal property, real property, and business interests in a manner designed to achieve your short and long term goals and objectives. We will further assist you in determining an appropriate set of investment goals and objectives.  Educational Planning: Analyzing and designing a plan to fund your and your family’s educational needs. Clients who engage us for these services receive a consultation or series of consultations, as necessary, to discuss their unique financial circumstances, investment objectives and needs, tolerance for risk, time horizon for investments, and particular topics, events, and transactions of financial concern. We will review pertinent financial documents and information provided by the client and present the client with a written financial plan or shorter report or summary of recommendations as appropriate for the scope of the engagement. For the most limited engagements, our advice may be conveyed to you solely via in-person consultations, telephone/tele-video conferencing, and/or through e-mail correspondence. Any financial plans or reports we provide will typically include a summary of the client’s financial circumstances and a course of action and/or investment recommendations designed to assist the client in achieving their stated financial goals. Stand-alone financial planning and consulting engagements are not ongoing in nature. Following delivery of our written plan, report, or summary to you, we will typically provide you with a limited final consultation (conducted either in-person, via telephone/tele-video conference, or e-mail) within thirty (30) days to address any remaining questions you may have and then the engagement is deemed complete. We will not review or update our financial planning recommendations or reports following their delivery to the client. If you wish to have us review and update our recommendations or reports, you will be required to enter into a contractual arrangement with us for these additional services. Additional fees will apply. You always maintain the sole and absolute discretion to accept or reject any of our financial planning and consulting recommendations, in whole or in part, and shall be responsible for the selection of service providers and the implementation and ongoing monitoring of all of your investments. While you are never obligated to utilize Arrien Investments for any additional services following the delivery of a written financial plan or report, at your option, you may elect to engage us for asset management services, including the implementation, ongoing management, and monitoring of certain investments recommended within the written financial plan or report we have provided to you. If you elect to do so, you will be required to execute a separate written asset management agreement with our firm. D Wrap Fee Programs. We do not currently sponsor, serve as a portfolio manager to, or recommend any wrap fee programs to our clients. Types of Investments and Strategies Recommended. The types of investments we typically recommend to clients are described above in this Item 4. We may also advise clients on other types of assets not listed above or legacy assets held in their portfolio at the inception of our relationship. Please see Item 8 of this brochure or a description of the investment strategies we typically implement within client accounts. E Assets Under Management. As of December 31, 2023, we managed approximately $170,621,273 in client assets on a discretionary basis and $0 of client assets on a non-discretionary basis.