Bountiful Investment Management is an investment adviser registered with the Securities and Exchange Commission, and is a limited liability company (LLC) formed under the laws of the State of Rhode Island.
• Joshua Wells owns 90.00%, and is an Investment Adviser Representative of Bountiful Investment Management
• Manuel R. Rezendes is the President, Managing Member and Chief Compliance Officer (CCO) of Bountiful Investment Management. Manuel R. Rezendes owns 10.00% of Bountiful Investment Management. Full details of the education and business background of Manuel R. Rezendes are provided at Item 19 of this Disclosure Brochure.
• Bountiful Investment Management filed its initial application to become registered as an investment adviser in Rhode Island in September 2015. In March 2024, Bountiful Investment Management applied for registration with the Securities and Exchange Commission. Introduction The investment advisory services of Bountiful Investment Management are provided to you through an appropriately licensed and qualified individual who is an investment adviser representative of Bountiful Investment Management (referred to as your investment adviser representative throughout this brochure). Description of Advisory Services The following are descriptions of the primary advisory services of Bountiful Investment Management. Please understand that a written agreement, which details the exact terms of the service, must be signed by you and Bountiful Investment Management before we can provide you the services described below. Asset Management Services – Bountiful Investment Management offers asset management services to clients by utilizing specific sub-adviser(s) (individually “Sub-Adviser” and collectively Sub-Advisers) to manage Account or a portion of the assets of Account. Bountiful Investment Management will conduct due diligence of any recommended Sub-Adviser and monitor the performance of Sub-Adviser with respect to the Sub-Advisor’s management of the designated assets of Account relative to appropriate peers and/or benchmarks. Bountiful Investment Management will be available to answer questions Client may have regarding any portion of Client’s Account managed by a Sub-Adviser and will act as the communication conduit between Client and the Sub-Adviser. A complete description of the Sub-Adviser services, practices and fees will be disclosed in the Sub-Advisor's Form ADV Part 2A Appendix 1 that will be provided to the client. You must appoint our firm as your investment adviser of record on specified accounts (collectively, the “Account”). The Account consists only of a separate account(s) held by qualified custodian(s) under your name. The qualified custodians maintain physical custody of all funds and securities of the Account, and you retain all rights of ownership (e.g., right to withdraw securities or cash, exercise or delegate proxy voting and receive transaction confirmations) of the Account.
The Account is managed based on your financial situation, investment objectives and risk tolerance. The sub-adviser actively monitors the Account and provides advice regarding buying, selling, reinvesting or holding securities, cash or other investments of the Account. We will need to obtain certain information from you to determine your financial situation and investment objectives. You will be responsible for notifying us of any updates regarding your financial situation, risk tolerance or investment objective and whether you wish to impose or modify existing investment restrictions; however, we will contact you at least annually to discuss any changes or updates regarding your financial situation, risk tolerance or investment objectives. We are always reasonably available to consult with you relative to the status of your Account. You have the ability to impose reasonable restrictions on the management of your accounts, including the ability to instruct us not to purchase certain securities. It is important that you understand that we manage investments for other clients and may give them advice or take action for them or for our personal accounts that is different from the advice we provide to you or actions taken for you. We are not obligated to buy, sell or recommend to you any security or other investment that we may buy, sell or recommend for any other clients or for our own accounts. Conflicts may arise in the allocation of investment opportunities among accounts. We strive to allocate investment opportunities believed to be appropriate for your account(s) and other accounts advised by our firm among such accounts equitably and consistent with the best interests of all accounts involved. However, there can be no assurance that a particular investment opportunity will be allocated in any particular manner. If we obtain material, non-public information about a security or its issuer that we may not lawfully use or disclose, we have absolutely no obligation to disclose the information to any client or use it for any client’s benefit. Financial Planning & Consulting Services - Bountiful Investment Management offers financial planning services, which involve preparing a written financial plan covering specific or multiple topics. We provide full written financial plans, which typically address the following topics: Investment Planning, Retirement Planning, Insurance Planning, Tax Planning, Education Planning, Portfolios Review, Asset Allocation, and Real Estate Planning. When providing financial planning and consulting services, the role of your investment adviser representative

is to find ways to help you understand your overall financial situation and help you set financial objectives. We also provide modular written financial plans which only cover those specific areas of concern mutually agreed upon by you and us. A modular written financial plan is limited or segmented and does not involve the creation of a full written financial plan. You should be aware that there are important issues that may not be taken into consideration when your investment adviser representative develops his or her analysis and recommendations under a modular written financial plan. Written financial plans prepared by us do not include specific recommendations of individual securities. We also offer consultations in order to discuss financial planning issues when you do not need a written financial plan. We offer “as-needed” consultations, which are limited to consultations in response to a particular investment or financial planning issue raised or request made by you. Under an “as-needed” consultation, it will be incumbent upon you to identify those particular issues for which you are seeking our advice or consultation on. Our financial planning and consulting services do not involve implementing any transaction on your behalf or the active and ongoing monitoring or management of your investments or accounts. You have the sole responsibility for determining whether to implement our financial planning and consulting recommendations. To the extent that you would like to implement any of our investment recommendations through Bountiful Investment Management or retain Bountiful Investment Management to actively monitor and manage your investments, you must execute a separate written agreement with Bountiful Investment Management for our asset management services. Seminars and Workshops Bountiful Investment Management may occasionally provide educational seminars and workshops in areas such as financial planning, retirement planning, estate planning, college planning, and charitable planning. Bountiful Investment Management may charge a fee for our seminars or workshops; however, fees for attendance will not be above $100. Workshops and seminars are always offered on an impersonal basis and do not focus on the individual needs of participants. Participation in A Wrap Fee Program A wrap fee program is defined as any advisory program under which a specified fee or fees not based directly upon transactions in a client’s account is charged for investment advisory services and the execution of client transactions. While Bountiful Investment Management does not sponsor a wrap fee program, we do recommend the use of Sub-Adviser(s) who utilize wrap fee programs. For more information, please see your Sub-Adviser(s) form ADV Part 2A: Appendix 1 Limits Advice to Certain Types of Investments Bountiful Investment Management provides investment advice on the following types of investments: ● Mutual Funds ● Exchange Traded Funds (ETFs) ● Exchange-listed Securities ● Leveraged and Inverse ETFs ● Securities Traded Over-the-Counter ● Foreign Issues ● Warrants ● Corporate Debt Securities ● Commercial Paper ● Certificates of Deposit ● Municipal Securities ● US Government Securities ● Interests in Partnerships Investing in Real Estate ● Interests in Partnerships Investing in Oil and Gas Interests ● Securities Properly Exempted from Registration ● Hedge Funds Although we generally provide advice only on the products previously listed, we reserve the right to offer advice on any investment product that may be suitable for each client’s specific circumstances, needs, goals and objectives. It is not our typical investment strategy to attempt to time the market, but we may increase cash holdings modestly as deemed appropriate based on your risk tolerance and our expectations of market behavior. We may modify our investment strategy to accommodate special situations such as low basis stock, stock options, legacy holdings, inheritances, closely held businesses, collectibles, or special tax situations. (Please refer to Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss for more information.) Tailor Advisory Services to Individual Needs of Clients Bountiful Investment Management’s advisory services are always provided based on your individual needs. This means, for example, that when we provide asset management services, you are given the ability to impose restrictions on the accounts we manage for you, including specific investment selections and sectors. We work with you on a one-on-one basis through interviews and questionnaires to determine your investment objectives and suitability information. Our financial planning and consulting services are always provided based on your individual needs. When providing financial planning and consulting services, we work with you on a one-on-one basis through interviews and questionnaires to determine your investment objectives and suitability information. We will not enter into an investment adviser relationship with a prospective client whose investment objectives may be considered incompatible with our investment philosophy or strategies or where the prospective client seeks to impose unduly restrictive investment guidelines. Client Assets Managed by Bountiful Investment Management As of December 31st, 2023, our assets under management totaled $99,064,652. These assets are all managed on a non-discretionary basis. See Item 16 for more information on non-discretionary assets under management. ●