A. Description of the Advisory Firm Digital Wealth Partners LLC (hereinafter “DW Partners”) is a Limited Liability Company organized in the State of Wyoming. The firm was formed in August 2023, and the principal owners are Eric Butler and Digital Ascension Group. B. Types of Advisory Services Portfolio Management Services DW Partners offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. DW Partners creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels). Portfolio management services include, but are not limited to, the following: • Investment strategy • Personal investment policy • Asset allocation • Asset selection • Risk tolerance • Regular portfolio monitoring DW Partners evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. DW Partners will require discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. DW Partners seeks to provide that investment decisions are made in accordance with the fiduciary duties owed to its accounts and without consideration of DW Partners’ economic, investment or other financial interests. To meet its fiduciary obligations, DW Partners attempts to avoid, among other things, investment or trading practices that systematically advantage or disadvantage certain client portfolios, and accordingly, DW Partners’ policy is to seek fair and equitable allocation of investment opportunities/transactions among its clients to avoid favoring one client over another over time. It is DW Partners’ policy to allocate investment opportunities and transactions it identifies as being appropriate and prudent, including initial public offerings ("IPOs") and other investment opportunities that might have a limited supply, among its clients on a fair and equitable basis over time. DW Partners proposed strategy to offer margin and collateralized loans to clients for the purpose of diversifying their investment portfolios into various verticals. DW Partners is dedicated to providing our clients with innovative financial solutions that align with their long-term financial objectives. DW Partners offers our clients the opportunity to access margin and collateralized loans secured by the assets they hold within their investment portfolios. These loans will provide clients with additional liquidity, which they can then use to diversify their investments into various verticals such as equities, fixed income, alternative assets, and other approved investment options. This approach will enhance our clients' investment strategies and potential returns, fostering portfolio growth and risk mitigation. DW Partners believe that offering margin and collateralized loans for portfolio diversification aligns with our commitment to delivering innovative financial solutions while maintaining the highest standards of transparency and risk management. DW Partners has discretion to choose third-party investment advisers to manage all or a portion of the client's assets. Before selecting other advisers for clients, DW Partners will always ensure those other advisers are properly licensed or registered as an investment adviser. DW Partners conducts due diligence on any third-party investment adviser, which may involve one or more of the following: phone calls, meetings and review of the

third-party adviser's performance and investment strategy. DW Partners then makes investments with a third-party investment adviser by investing with the third-party adviser. These investments may be allocated either through the third-party adviser's fund or through a separately managed account managed by such third party adviser on behalf of DW Partners' client. DW Partners may also allocate among one or more private equity funds or private equity fund advisers. DW Partners will review the ongoing performance of the third-party adviser as a portion of the client's portfolio. Financial Planning Financial plans and financial planning may include, but are not limited to: investment planning; life insurance; tax concerns; retirement planning; college planning; and debt/credit planning. Services Limited to Specific Types of Investments DW Partners generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, hedge funds, private equity funds, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds, venture capital funds, digit assets, and private placements. DW Partners may use other securities as well to help diversify a portfolio when applicable. Written Acknowledgement of Fiduciary Status When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. We also have a fiduciary duty under the Investment Advisers Act of 1940 with respect to all client accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. C. Client Tailored Services and Client Imposed Restrictions DW Partners offers the same suite of services to all of its clients. However, specific client investment strategies and their implementation are dependent upon the client Investment Policy Statement which outlines each client’s current situation (income, tax levels, and risk tolerance levels). Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. However, if the restrictions prevent DW Partners from properly servicing the client account, or if the restrictions would require DW Partners to deviate from its standard suite of services, DW Partners reserves the right to end the relationship. D. Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees and transaction costs. DW Partners does not participate in wrap fee programs. E. Assets Under Management DW Partners has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $0 $0 December 2023