A Para Wealth Advisors, Inc. (“Para Wealth Advisors” “we” or “us”) is a registered investment advisor located in Camas, Washington and registered with the SEC. Para Wealth Advisors was founded by Stacy Rerick. As discussed more fully below, Para Wealth Advisors assists clients in investment management and consultation, determination of financial objectives, identification of financial challenges, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. B, C We provide two types of advisory services: Financial Planning Services and Investment Management Services. The combination of these services is called Wealth Management Services. Each of these services is described more fully below. Financial Planning Services Financial Planning Services include the initial formulation of a personal financial plan, with recommendations and supporting written work as necessary, and may include the ongoing tracking of the client’s progress in achieving the personal financial goals targeted in the plan. The scope of Financial Planning Services selected is defined in advance and agreed upon between the Firm and the client. Fees for Financial Planning Services are defined below under Item 5: Fees and Compensation. The Financial Planning Services process typically begins with the collection, organization, and assessment of relevant client data, including information concerning the client’s lifestyle, risk tolerance, and cash flow, as well as identification of the client’s financial concerns, goals, and objectives. The primary objective of this process is to allow the Firm to assist the client in developing a strategy for the successful management of income, assets, and liabilities in order to help meet the client’s individual

financial objectives. Investment Management Services Para Wealth Advisors offers clients Investment Management Services that encompass the traditional asset classes of fixed income, domestic equities and foreign securities, but can also include alternative asset classes as well. See Item 8 for a description of our strategy. The Firm will generally manage a client’s investment portfolio on a non-discretionary basis, and may assist the client in the establishment of the necessary custodial accounts. Our advice and services are tailored to the client, including being based on a personalized understanding of each client’s independent investment objectives. The Firm’s Investment Management Services typically begin through the gathering of information. Based upon this information, the Firm selects the appropriate allocation for the client’s assets. Clients may impose restrictions on investing in certain securities and types of securities. Wealth Management Services Wealth Management Services refers to the combination of Financial Planning Services and Investment Management Services. Fees for Wealth Management Services are defined below under Item 5: Fees and Compensation. Any implementation of the recommendations made by the Firm during the course of rendering its Wealth Management Services is entirely at the client’s discretion. Clients are advised that a potential conflict of interest exists if we recommend our own Investment Management Services for the implementation of the recommendations contained in the financial plan. D Para Wealth Advisors does not offer a Wrap Fee program. E We manage $0 of Client assets on a discretionary basis and $139,664,673 of Client assets on a non-discretionary basis. This amount was calculated as of December 31, 2022.