FirstPurpose Wealth, LLC (FirstPurpose) was established in July, 2000. The principal owners of FirstPurpose Wealth, LLC include Adam Taylor, Alex Haviland, Bryant Armstrong, Greg Caldwell, Jason McMullin, James Spainhower, Kenneth Bown, Robert Strasburg, Sam Deaver, Scott Carlson, and Timothy Whipple. Throughout this brochure you may see the term Associated Person or Investment Adviser Representative (IAR). As used in this brochure, our Associated Persons or Investment Adviser Representatives are our firm’s officers, employees, and all individuals providing investment advice on behalf of our firm. Investment Management Services FirstPurpose offers investment management services in which FirstPurpose manages client assets based on the client’s individual financial and personal needs, investment objectives, time horizon, and risk tolerance. FirstPurpose’s primary investment strategies are designed for investors who seek long-term portfolio growth through primarily buy-and-hold strategies using tax-efficient, institutional asset-class mutual funds. The objective of this program is to maximize returns while minimizing portfolio risks, consistent with each client’s individual risk tolerance and return objectives. This program can address levels of risk from very conservative to very aggressive, based on asset allocations tailored to the needs of each client. The program uses U.S. and international equity funds that capture the risk and return factors of multiple asset classes to limit risk exposure through proper diversification. Many portfolios also include short and intermediate-term bond funds to help limit the portfolio’s volatility and provide for near term expected portfolio withdrawals. It is the client’s responsibility to inform FirstPurpose of any changes in their investment objectives and/or

financial situation. FirstPurpose may manage the client’s assets on a discretionary or non-discretionary basis. FirstPurpose has limited authorization from clients to issue trading instructions to the account custodian on behalf of the client. Individual IARs may provide additional consulting services in connection with particular programs. The consulting services that the FirstPurpose IAR provides in connection with a particular program are set forth in the agreement that the client signs with FirstPurpose. These services may include assistance with the selection of portfolio managers, the selection of investment strategies, and the allocation of assets among managers or strategies. In some cases FirstPurpose may not have trading discretion over client assets in these programs; however other managers may have discretion over client assets invested in the program. The client will receive a disclosure brochure describing each program selected. The client may also receive a disclosure brochure describing each portfolio manager selected. Clients should read these programs carefully before deciding whether to invest through a particular program or select a particular portfolio manager. Wealth Management & Financial Planning Services FirstPurpose also offers wealth management and financial planning services by client request. These services may include, but are not limited to one or more of the following: retirement planning, estate analysis and planning, cash flow and net worth analysis, risk management analysis, asset protection, and philanthropic planning. Assets Under Management As of December 31, 2022, we managed:  $288,897 client assets on a non-discretionary basis.  $457,783,467 in client assets on a discretionary basis.  $458,072,364 total. FirstPurpose™ Wealth, LLC rv 1 23 5