A. Wacker Wealth Partners, LLC (the “Registrant”) is a limited liability company formed in August 1987 in the State of California. The Registrant is owned primarily by Robert Wacker, Bryan Krill, Matthew Wilson, Patrick O’Hara, Ryan Caldwell, Joan Wenglikowski, Alexander Pock, and Megan Carden. B. As discussed below, the Registrant offers investment advisory services, and, to the extent specifically requested by a client, financial planning and related consulting services. Except as otherwise noted, references to clients throughout this Brochure do not include the “affiliated funds” (defined below). INVESTMENT ADVISORY SERVICES Wealth Management Services (Investment Advisory/Financial Planning Services) Individual clients can determine to engage the Registrant to provide wealth management services, which consists of a combination of discretionary investment advisory services on a fee-only basis and financial planning services to the extent requested by a client. The wealth management services include an introductory meeting to determine a prospective client’s needs, after which, the Registrant shall define the scope and focus of its advice. The Registrant’s advice will include the development, implementation, and management of an investment policy and plan for the client. The scope of the Registrant’s advice may also include or exclude, as appropriate, an analysis of the client’s plan regarding tax & estate issues, retirement, insurance, cash flow & debt management, and/or any special needs or objectives. During the first year of services, the Registrant provides an analysis and recommendations on all included facets of the client’s personal financial plan. Thereafter, in addition to the ongoing discretionary management of the client’s investment portfolio, the Registrant conducts updates and reviews of each client’s financial and investment plan at least annually during the term of the engagement. Institutional Investment Management Services Institutional clients can engage the Registrant to provide discretionary investment advisory services on a fee-only basis. Non-Profit 501(c)(3) Investment Management Services Non-Profit 501(c)(3) clients can determine to engage the Registrant to provide discretionary investment advisory services on a fee-only basis. Retirement Plan Consulting Services The Registrant also provides consulting services, where it assists sponsors of self-directed retirement plans with the selection and/or monitoring of investment alternatives (generally open-end mutual funds) from which plan participants can self-direct the investments for their individual plan retirement accounts. In addition, to the extent requested by the plan sponsor, the Registrant will also provide participant education designed to assist participants in identifying the appropriate investment strategy for their retirement plan accounts. The terms and conditions of the engagement shall generally be set forth in a Retirement Plan Consulting Agreement between the Registrant and the plan sponsor. Affiliated Private Funds The Registrant is the sponsor of and serves as investment adviser to a family of private investment funds (together the “affiliated funds”). The complete description of the terms, conditions, risks and fees associated with the affiliated funds is set forth in each of the affiliated funds' offering documents. The Registrant, on a non-discretionary basis, may recommend that qualified clients consider investing in one or more of the affiliated funds. Registrant’s clients are under no obligation to consider or make an investment in an affiliated fund. Private investment funds involve various risk factors, including, but not limited to, potential for complete loss of principal, liquidity constraints and lack of transparency, a complete discussion of which is set forth in each fund’s offering documents, which are provided to each investor for review and consideration. Unlike liquid investments, private investment funds do not provide daily liquidity, which means that an investor will not be able to access their funds for significant periods of time. Each prospective investor will be required to complete a Subscription Agreement, and represent that they are qualified for investment in the fund and is aware of the various risk factors that are associated with their investment. The affiliated funds are available only to “Accredited Investors,” as the term is defined by Rule 501 of the Securities Act of 1933, and only by a Confidential Private Placement Memorandum. Additional information on the standard is provided in the Confidential Private Placement Memorandum and Subscription Agreement for the applicable affiliated fund. Investors in the affiliated funds may not impose any restrictions on fund investments. This Brochure is not an offer to sell, or a solicitation of an offer to purchase, interest in the affiliated funds. Such an offer can only occur when the prospective investor receives the offering documents. MISCELLANEOUS Limitations of Financial Planning and Non-Investment Consulting/Implementation Services. To the extent requested by a client, Registrant may provide financial planning and related consulting services regarding non-investment related matters, such as estate, tax and insurance planning. The Registrant does not serve as

a law firm, accounting firm, or insurance agency, and no portion of Registrant’s services should be construed as legal, accounting, or insurance implementation services. Accordingly, Registrant does not prepare estate planning documents, tax returns or sell insurance products. To the extent requested by a client, Registrant may recommend the services of other professionals for certain non-investment implementation purposes (e.g., attorneys, accountants, insurance agents.). Clients are reminded that they are under no obligation to engage the services of any such recommended professional. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation made by Registrant or its representatives. If the client engages any unaffiliated recommended professional, and a dispute arises thereafter relative to such engagement, the client agrees to seek recourse exclusively from and against the engaged professional. Retirement Plan Rollovers. A client or prospective client leaving an employer typically has four options regarding an existing retirement plan (and may engage in a combination of these options): (i) leave the money in the former employer’s plan, if permitted, (ii) roll over the assets to the new employer’s plan, if one is available and rollovers are permitted, (iii) roll over to an Individual Retirement Account (“IRA”), or (iv) cash out the account value (which could, depending upon the client’s age, result in adverse tax consequences). If the Registrant recommends that a client roll over their retirement plan assets into an account to be managed by the Registrant, such a recommendation creates a conflict of interest if the Registrant will earn an advisory fee on the rolled over assets. When the Registrant provides investment advice to you regarding your retirement plan account or individual retirement account, it is a fiduciary 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. The way the Registrant makes 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. No client is under any obligation to roll over retirement plan assets to an account managed by Registrant. Non-Discretionary Service Limitations. Clients that determine to engage the Registrant on a non-discretionary investment advisory basis must be willing to accept that the Registrant cannot effect any account transactions without obtaining prior verbal consent to any such transaction(s) from the client. Thus, in the event of a market correction during which the client is unavailable, the Registrant will be unable to effect any account transactions (as it would for its discretionary clients) without first obtaining the client’s verbal consent. Use of Mutual Funds and ETFs. While the Registrant may recommend allocating investment assets to mutual funds that are not available to the public, the Registrant may also recommend that clients allocate investment assets to publicly available mutual funds and ETFs that the client could obtain without engaging Registrant as an investment adviser. However, if a client or prospective client determines to allocate investment assets to publicly-available mutual funds and ETFs without engaging Registrant as an investment adviser, the client or prospective client would not receive the benefit of Registrant’s initial and ongoing investment advisory services. Other mutual funds, such as those issued by Dimensional Fund Advisors (“DFA”), are generally only available through selected registered investment advisers. Registrant may allocate client investment assets to DFA mutual funds. Therefore, upon the termination of Registrant’s services to a client, restrictions regarding transferability and/or additional purchases of, or reallocation among DFA funds will apply. If a client determines to sell any securities held in their account, they will be subject to tax consequences if they are investing through taxable accounts. Client Obligations. In performing its services, Registrant shall not be required to verify any information received from the client or from the client’s other professionals, and is expressly authorized to rely thereon. Clients are responsible for promptly notifying the Registrant if there is ever any change in their financial situation or investment objectives so that the Registrant can review, and if necessary, revise its previous recommendations or services. C. The Registrant shall provide investment advisory services specific to the needs of each client. Prior to providing investment advisory services, an investment adviser representative will ascertain each client’s investment objective(s). Thereafter, the Registrant shall allocate and/or recommend that the client allocate investment assets consistent with the designated investment objective(s). The client may, at any time, impose reasonable restrictions, in writing, on the Registrant’s services. D. The Registrant does not participate in a wrap fee program. E. As of December 31, 2022, the Registrant had $1,027,296,055 in assets under management. Approximately $1,020,294,488 were managed on a discretionary basis and $7,001,567 on a non-discretionary basis.