A. Description of the Advisory Firm Nolet Wealth Management, LLC (“Nolet”), was formed on October 02, 2023, and based in Fort Worth, Texas. Nolet’s principal owner is David Nolet. B. Types of Advisory Services ASSET MANAGEMENT Nolet offers asset management services to advisory Clients. Nolet will offer Clients ongoing asset management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. Discretionary When the Client elects to use Nolet on a discretionary basis, the Client will sign a limited trading authorization or equivalent allowing Nolet to determine the securities to be bought or sold and the amount of the securities to be bought or sold. Nolet will have the authority to execute transactions in the account without seeking Client approval on each transaction. Nolet may also select and appoint one or more Sub-Advisor(s) to provide Sub-Advisor Services to Client’s Account. Such Sub-Advisor Services will be as determined by Nolet. Such Sub-Advisor(s), in providing Sub-Advisor Services, shall have all of the same authority relating to the management, including fee deduction authority, of Client’s Account as is granted to Nolet. In addition, at Nolet’s discretion, Nolet may grant such Sub-Advisor(s) full authority to further delegate such discretionary investment authority to other Money Managers. Client will agree to such authority within Nolet’s Advisory Agreement. All fees paid by Client to Nolet are exclusive, and in addition to the fees paid to Sub-Advisor. Nolet may also recommend that certain qualified Clients consider an investment in private funds/offerings. Nolet’s role relative to the private investment funds can include, but not limited to, initial and ongoing due diligence, fund management, and investment monitoring services. Nolet’s Clients are under no obligation to consider or make an investment in a private investment fund(s). Each prospective private fund investor will be required to complete a Subscription Agreement or similar application, pursuant to which the Client shall establish that he/she is qualified for investment in the fund and acknowledges and accepts the various risk factors that are associated with such an investment. Please see Item 8 for more information on the risks associated with this type of investment. FINANCIAL PLANNING AND CONSULTING Services include an evaluation of a Client's current and future

financial state using currently known variables to predict future cash flows, asset values, recommend purchase and sales, and withdrawal plans. Nolet will use current net worth, tax liabilities, asset allocation, and future retirement and estate plans in developing financial plans. Topics for planning may include, but are not limited:
• Personal net worth statement: A snapshot of assets and liabilities serves as a benchmark for measuring progress towards financial goals.
• Cash flow analysis: An income and spending plan determines how much can be set aside for debt repayment, savings and investing each month.
• Retirement strategy: A strategy for achieving retirement independent of other financial priorities. Including a strategy for accumulating the required retirement capital and its planned lifetime distribution.
• Long-term investment plan: Build a customized asset allocation strategy based on specific investment objectives and a risk profile. This strategy sets guidelines for selecting, buying and selling investments and establishing benchmarks for performance review.
• Tax reduction strategy: Identify ways to minimize taxes on personal income to the extent permissible by the tax code. The strategy should include identification of tax favored investment vehicles that can reduce taxation of investment income.
• Estate preservation: Help update accounts, review beneficiaries for retirement accounts and life insurance, provide a second look at your current estate planning documents, and prompt you to update your plan when the legal environment changes or you have major life events such as a marriage, death, or births. If a conflict of interest exists between the interests of Nolet and the interests of the Client, the Client is under no obligation to act upon Nolet’s recommendation. If the Client elects to act on any of the recommendations, the Client is under no obligation to affect the transaction through Nolet. C. Client-Tailored Services and Client-Imposed Restrictions The goals and objectives for each Client are documented in our Client files. Investment strategies are created that reflect the stated goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. These restrictions may, however, prohibit engagement with Nolet. D. Wrap Fee Programs Nolet does not participate in a Wrap Program. E. Amounts Under Management As of the date of this filing, Nolet provides management services for: Discretionary Assets: Non-Discretionary Assets: $0 $0