A. ADVR, LLC is a limited liability company formed on October 7, 2021 in the State of Delaware and began offering advisory services in August of 2022. ADVR, LLC expects to conduct business routinely through the website Advisor.com and is referred throughout as “Advisor” or the “Firm”. Hunter Stunzi serves as Advisor’s President and individually owns more than 60% of the firm. Advisor’s principal business is offering financial advice to clients through its Advisor Wealth Management platform (AWM) for either a fixed annual service fee or an asset-based fee. Advisor also may recommend other advisers through its Advisor Referral Platform, as well as offer or refer other financial products and services as described below. B. TYPES OF ADVISORY SERVICES AWM: INVESTMENT MANAGEMENT AND FINANCIAL CONSULTING SERVICES ADVR, LLC. provides clients with investment management and financial consulting services as designated by the client. The services provided depend on the nature and complexity of the client’s situation and could include some or all of the following: financial goal setting, risk tolerance and capacity analysis, portfolio design and asset allocation, investment management, cash flow and expense planning, debt management and planning, education planning, risk management, trust planning, small business planning, and other financial planning. Services to be provided will be identified in a written agreement executed by each client with Advisor setting forth the terms and conditions of the engagement and describing the scope of the services to be provided (“advisory agreement”). Advisor and the client will work together to determine the specific suite of services to be provided. Advisor’s investment management and financial consulting fees differ and are negotiable, but generally range from $1,000 to $5,000 per year on a flat fee basis, depending upon the services required. Alternatively, Advisor may charge an asset-based fee of 0.5% of assets under management (“AUM”) for high-net-worth investors that may elect additional investment services. Advisor provides financial consulting, including the development of a financial plan. These services are tailored to each client and may, as conditions warrant or upon client request, include recommendations regarding non-investment related matters such as estate, tax, or insurance planning. Such engagements will be provided under a separate agreement with Advisor or with third parties recommended by Advisor and/or selected by the client to provide those services. Advisor provides investment management services by developing a range of asset allocation models implemented primarily using exchange traded funds (ETFs). Multiple asset allocation models are available and recommendations among one or more of these models is based on the client’s goals, risk tolerance and investment objectives. Such allocations are designed to support specific groups of clients that fit certain criteria – portfolios are not individually tailored. Reasonable restrictions can be imposed in the course of developing a financial plan; however, clients may not impose restrictions within the allocation models. Advisor assists clients, by evaluating a client’s goals, risk tolerance and other factors, in selecting an appropriate allocation model or models. Once selected, models are implemented on a discretionary basis. Specific asset management includes but is not limited to; periodic rebalancing (or choosing not to rebalance, if conditions warrant) of the asset allocation models chosen by the client. Rebalancing is at the discretion of Advisor, and is partially based on, but not limited to, market movement, market environment, client risk tolerance, client risk capacity, asset performance, percent to total deviation from allocation models and manager performance. Advisor engages in a client intake process involving communication with prospective clients and the collection of their financial information to help determine each client’s investment objectives and risk tolerance. In performing its services, Advisor will rely entirely on information received from the client or from the client’s other professionals. As appropriate for, or as requested by, the client, Advisor may recommend additional financial products and services, including the services of other professionals for implementation purposes. Such recommendations are made on a non-discretionary basis and clients are under no obligation to engage the services of any recommended professional. If the client engages any such recommended professional, and a dispute arises thereafter relative to such engagement, the client agrees to seek recourse exclusively from and against the engaged professional/firm. The client retains absolute discretion over model selection and other implementation decisions and is free to accept or reject any recommendation from Advisor. Clients are encouraged to renew Advisor’s investment management and financial consulting services on an annual basis for the purpose of reviewing and updating Advisor’s previous recommendations and/or services. It remains the client’s responsibility to promptly notify Advisor if there is ever any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, or revising Advisor’s previous recommendations or services. ADVISOR REFERRAL PLATFORM Advisor.com also operates as a 3rd party solicitor and collects fees from partner firms for referring prospective clients (“Investors”) to Unaffiliated Investment Advisers via its Advisor Referral Platform. Referrals are based on the Investors’ self-reported personal financial information, opting into the referral, and the Unaffiliated Investment Adviser’s capacity to serve the Investor. All fees received by Advisor through the Advisor Referral Platform are paid exclusively by the Unaffiliated Investment Advisers and the nature and type of compensation is disclosed to Investors at the time of the referral. Although Advisor makes introductions it believes are suitable based on the information provided by the Investor and Unaffiliated Investment Adviser, it does not review, analyze or recommend any particular strategies or offerings of any Unaffiliated Investment Adviser, or make suitability determinations about any such offering, product, or strategy. If no Unaffiliated Investment Adviser are deemed appropriate by Advisor based on an Investor’s profile, no introduction will be made. Advisor does not charge fees to the Investors that participate in Advisor Referral Platform. However, Investors will likely incur fees or charges that are imposed by the Unaffiliated Investment Advisers in connection with any services they may choose to receive from them. Participating advisers pay Advisor a referral fee in connection with each introduction made through the Advisor Referral platform. The referral fee is a one-time fee that is paid to Advisor whether the Investor ultimately decides to enter an advisory relationship with a Unaffiliated Investment Adviser or not. The referral fee will be payable to Advisor when the referral or introduction occurs. If no referral is made, no fee is received by Advisor and, thus, Advisor has an incentive to ensure that every investor that employs the Advisor Referral Platform is referred. This can serve as a conflict of interest with

Investors that may not be a good match with current participating advisers. Similarly, the Advisor Referral Platform can refer investors to Advisor’s AWM services. This presents a potential conflict of interest as the prospective revenue to Advisor from AWM management fees is typically greater than referral fees paid by Unaffiliated Investment Advisers. Advisor seeks to limit these conflicts by referring to unaffiliated investment advisors when we feel it is in the Investors best interest based on the Investors self-reported information such as income, assets, needs and location. Where multiple Participating Advisers meet the requirements identified by an Investor and are deemed equally suitable, the introduction will be made to the Participating Adviser that is willing to pay Advisor the highest referral fee, as determined through an auction. Please see our Advisor.com terms of use for more information. Advisor seeks to mitigate these conflicts by offering access to broadly suitable strategies and by considering important selection criteria from prospective Investors including age, investable assets, income, time to retirement, location, and desired services. Additionally, Investors using the Advisor Referral Program are first considered for Unaffiliated Investment Advisers before attempting a match to Advisor. OTHER SERVICES Non-Investment Consulting/Implementation Services. If requested by the client, Advisor may provide consulting services regarding non-investment related matters such as tax planning, insurance plan evaluation, or direct services such as tax preparation provided by approved 3rd parties. Neither Advisor, nor any of its representatives, serves as an attorney and no portion of Advisor’s services should be construed as legal services. Accordingly, Advisor does not prepare estate planning documents. To the extent requested by a client, Advisor may recommend the services of other professionals for certain non-investment implementation purposes (i.e. attorneys, accountants, insurance representatives, etc.), including certain of Advisor’s related persons in their separate capacities as registered representative and/or licensed insurance agent. The client is under no obligation to engage the services of any such recommended professional. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation from Advisor. Commission Offerings — No Client Obligation / Potential for Conflict of Interest. Where representatives of Advisor may recommend securities or other financial products on which they may earn a commission, such representatives have a conflict of interest in that they may earn more by recommending such financial products to you. Advisor seeks to mitigate these conflicts by regular education of the representatives and routinely monitoring the recommendations they make. No client is under any obligation to purchase any securities or insurance commission products from a representative of Advisor. Clients are reminded that they may purchase securities and insurance products recommended by Advisor through other, non-affiliated registered representatives of broker- dealers and/or insurance agencies. Please see Item 5, Fees and Compensation, for additional information. Retirement Plan Rollovers — No Client Obligation / Potential for Conflict of Interest. A client or prospective client leaving an employer typically has four options regarding an existing retirement plan (and may engage in a combination of these options): (i) leave the money in the former employer’s plan, if permitted, (ii) roll over the assets to the new employer’s plan, if one is available and rollovers are permitted, (iii) roll over to an Individual Retirement Account (“IRA”), or (iv) cash out the account value (which could result in adverse tax consequences). If Advisor recommends that a client roll over their retirement plan assets into an account to be managed by Advisor, such a recommendation creates a conflict of interest if Advisor will earn a new (or increase its current) advisory fee as a result of the rollover. To the extent that Advisor recommends that clients roll over assets from their retirement plan to an IRA managed by Advisor, then Advisor represents that it and its representatives are fiduciaries under the Employment Retirement Income Security Act of 1974 (“ERISA”), or the Internal Revenue Code, or both. No client is under any obligation to roll over retirement plan assets to an account managed by Advisor. Advisor seeks to mitigate this conflict of interest in part through its flat fee structure, which does not reward additional asset under management and, further, can accommodate guidance provided within plans. Use of Exchange Traded Funds (ETFs), availability and costs. Exchange traded funds (ETFs) are available directly to the public. Thus, a prospective client can obtain the funds used by Advisor independent of engaging Advisor as an investment advisor. However, if a prospective client determines to do so, he/she will not receive Advisor’s initial and ongoing investment advisory services. Please Note: In addition to Advisor’s investment advisory fee described below, and transaction and/or custodial fees discussed below, clients will also incur charges imposed at the fund level, such as management fees and other fund expenses. Please see Item 5 for additional information about fees and expenses. Portfolio Inactivity. Advisor has a fiduciary duty to provide services consistent with the client’s best interest. As part of its investment advisory services, Advisor will review client portfolios on an ongoing basis to determine if any changes are necessary based upon various factors, including, but not limited to, investment performance, style drift, account additions/withdrawals, and/or a change in the client’s investment objective. Based upon these factors, there may be extended periods of time when Advisor determines that changes to a client’s portfolio are neither necessary nor prudent. Of course, as indicated below, there can be no assurance that investment decisions made by Advisor will be profitable or equal to any specific performance level(s). Client Obligations. In performing its services, Advisor shall not be required to verify any information received from the client or from the client’s other professionals, and is expressly authorized to rely on the information provided as accurate and complete. Moreover, each client is advised that it remains their responsibility to promptly notify Advisor if there is ever any change in their financial situation or investment objectives for the purpose of reviewing, evaluating or revising Advisor’s previous recommendations or services. Advisor shall provide advisory services specific to the needs of each client. Prior to providing advisory services, the Firm will ascertain each client’s investment objective(s). Thereafter, Advisor shall recommend that the client allocate investment assets consistent with the designated investment objective(s). The client may, at any time, impose reasonable restrictions, in writing, on Advisor’s services. C. Advisor does not participate in a wrap fee program. D. As of September 1st 2023, Advisor has non-discretionary assets under management of $42,800,934 and no assets under management on a discretionary basis.