(A) Operational and Organizational Information: Private Wealth Group, LLC (“Firm”), a Delaware limited liability company, is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). As stated on the cover page of this Brochure, registration as an investment adviser does not imply a level of skill or training. Firm has been in business since 2002. The principal owners of the Firm are Stephen F. Segundo and Michael M. Anderson. (B) Types of Advisory Services Offered: Firm offers investment advisory services through separately managed accounts, by which Firm provides continuous advice to a client or makes investments for a client based on the individual needs of the client. Firm may also recommend the services of various independent investment advisors (“Managers”) selected by Firm. No assurance can be given, however, that separately managed accounts or Managers will achieve their objectives, and investment results may vary substantially over time and from period to period. Please review Firm’s investment guidelines, specified immediately below under “Client Investment Guidelines and Parameters,” and Item 8, “Methods of Analysis, Investment Strategies and Risk of Loss.” Firm also offers its advisory services as a joint adviser. In these circumstances, the client will enter into an agreement with Firm and an unaffiliated adviser (“Joint Adviser”) which will set forth the services Firm and the Joint Adviser will provide to the client as well as its corresponding advisory fees. For these arrangements, the Joint Adviser is responsible for providing clients with its ADV brochures as well as this Brochure. (C) Client Investment Guidelines and Parameters: Advisory services include, among other things, providing

advice regarding asset allocation and the selection of investments. Decisions relating to investment advice are based on an analysis of the merits of the investment involved and on the investment guidelines and restrictions of the client. Firm provides discretionary and non-discretionary investment advisory services to client accounts. The following is a general description of the principal types of trades and investments which Firm currently engages in, certain techniques that it may employ, the investment criteria that it plans to apply, and the guidelines that it has established regarding the composition of its investment portfolio. Separately Managed Accounts: For a separately managed account, Firm provides investment supervisory services through its portfolio management service, giving continuous advice to a client or making investments for a client based on the individual needs of the client. Based on a client’s particular circumstances, Firm develops a client’s personal investment strategy and creates and manages a portfolio based on that strategy. The firm will manage advisory accounts either on a discretionary or non-discretionary basis. Advisory services include, among other things, providing advice regarding asset allocation and the selection of investments. This description is merely a summary and you should not assume that any descriptions of specific activities are intended in any way to limit the types of investment activities Firm may undertake. (D) Wrap Fee Programs: Firm does not participate in wrap fee programs. (E) Client Assets Under Management: (i) Discretionary: $266,483,415 as of December 31, 2023. (ii) Non-discretionary: $6,243 as of December 31, 2023.