Sanchez Wealth Management Group, LLC (the “Firm” or “Advisor”) is a limited liability corporation formed under Florida law and is registered as an investment advisor with the Securities and Exchange Commission (“SEC”) pursuant to the Investment Advisers Act of 1940.1 The Firm was established in March 2010 by Chris Sanchez, the Firm’s President and owner, and has been registered as investment advisor since November 2013. The Advisor uses its Proactive Holistic Wealth Management Process, to organize client assets, insurance, liabilities, and estate documents to help simplify, consolidate and integrate the aspects of their financial future. The Advisor helps clients define their long‐term investment objectives and build personalized investment portfolios designed to achieve them. Advisory services include portfolio management, financial planning, and consulting services. This Brochure provides information about the Advisor and its advisory services. The Advisor provides information in a separate disclosure brochure for its services offered through the Investment Management Program II. This program is closed and only available to legacy clients. More information on this program is available from a client’s IAR or go to www.adviserinfo.sec.gov. The Advisor provides advisory services for the following types of investments: equity securities, warrants, options, debt securities, real estate investment trusts (“REITs”), mutual funds, closed end funds, exchange traded funds (“ETFs”), unit investment trusts, private placements, limited partnerships, structured products, alternative investments, annuities and life insurance contracts. Investment Management Program I The Advisor provides ongoing investment advice and management of a customized client portfolio on a discretionary basis according to the client’s investment objective and financial situation. The Advisor develops model portfolios and invests in accordance with the target allocations of the models chosen for the client. The Advisor periodically reviews the allocation and performance of the model portfolios and reallocates the client’s account accordingly, if necessary. Reallocation of the portfolio may result in a client being charged additional fees by the broker‐dealer, see “Fees and Compensation: Brokerage Account Fees” for additional information. The Advisor provides advice on the purchase and sale of various types of investments, such as mutual funds, ETFs, variable annuity subaccounts, REITs, equities, and fixed income securities. The Advisor’s advice is tailored to the individual needs of the client based on the client’s investment objectives. A client may impose restrictions on investing in certain securities or groups of securities by indicating any restrictions in the Investment Advisory Agreement. The Advisor will conduct regular portfolio, investment, and planning reviews to help ensure a client’s financial objectives are consistent with the client’s investment portfolio. As of January 25, 2024, the Advisor had $342,155,112 of regulatory assets under management managed on a discretionary basis and a total of $380,078,547 including assets under advisement. 1Registration does not imply a certain level of skill or training. If you choose to engage the Advisor’s services, you will enter into a written Investment Advisory Agreement and be charged an advisory fee for the Advisor’s services. The client is charged separate fees for brokerage and execution services provided by the broker‐dealer maintaining custody of the client’s account. Investment adviser representatives of the Advisor are also associated with LPL Financial as broker‐dealer registered representatives (“Dually Registered Persons”). In their capacity as registered representatives of LPL Financial, certain Dually Registered Persons can earn commissions for the sale of securities or investment products that they recommend for brokerage clients. They do not earn commissions on the sale of securities or investment products recommended or purchased in advisory accounts through the Advisor. Clients have the option of purchasing many of the securities and investment products the Advisor makes available to its clients through another broker‐dealer or investment adviser. However, when purchasing these securities and investment products away from the Advisor, the client will not receive the benefit of the advice and other services the Advisor provides. Separately Managed Account Programs The Advisor may recommend separately managed accounts. Under these accounts, the Advisor will introduce the client to, and advise on the selection of, independent portfolio manager(s) who provide discretionary management of individual portfolios using a variety of different securities analysis methods, sources of information and investment strategies. Clients receive separate disclosure from such portfolio managers regarding any such portfolio manager’s advisory services. The Advisor selects the appropriate independent portfolio manager(s), based upon the client’s financial

needs and investment objectives. The unaffiliated portfolio manager establishes custodial facilities, monitors performance, provides clients with performance accounting and other administrative services, and handles certain trading activities. The Advisor provides initial due diligence on third party money managers and ongoing reviews of their management of client accounts. In order to assist a client in the selection of a third‐party money manager, the Advisor typically gathers information from the client about their financial situation, investment objectives, and reasonable restrictions they can impose on the management of the account, which are often very limited. It is important to note that the Advisor does not offer advice on any specific securities or other investments in connection with this service. Investment advice and trading of securities is only offered by or through the third‐party money manager to the client. The Advisor periodically reviews the third‐party money manager’s reports provided to the client, but no less often than on an annual basis. The Advisor may contact the client from time to time, as agreed to with the client, in order to review their financial situation and objectives; communicate information to the third‐party money manager as warranted; and assist the client in understanding and evaluating the services provided by the third‐party money manager. The client will be expected to notify the Advisor of any changes in his/her financial situation, investment objectives, or account restrictions that could affect their account. The client may also directly contact the third‐party money manager managing the account or sponsoring the program. Consulting Services The Advisor provides consulting services. The Advisor’s advice takes into account information collected from the client such as financial status, investment objectives, and tax status, among other data. The Advisor will deliver to the client a written analysis or report as part of its services if selected in the Investment Advisory Consulting Agreement. The Advisor tailors the consulting services to the individual needs of the client based on the client’s investment objectives. The Advisor does not have any discretionary investment authority when offering consulting services. The Advisor will make recommendations as to general types of investment products or securities that may be appropriate for a client to consider and may also provide recommendations regarding specific investments or securities. For consulting services associated with retirement plans, the Advisor’s recommendations will be limited to the investment options available within the client’s retirement plan and other securities that may be available in brokerage windows or other similar plan arrangements that enable participants to select investments beyond those designated by the client’s retirement plan (e.g. mutual funds, exchange traded funds, collective investment trusts, pooled separate accounts, allocations among annuity sub‐ accounts, publicly traded employer stock/company stock). The Advisor does not provide any advice or recommendations regarding any participant loans from a client’s retirement plan assets. The client retains the sole responsibility for determining whether to implement any recommendations made by the Advisor and for placing any resulting transactions. The Advisor does not provide ongoing consulting services and does not have discretionary authority with respect to the client’s assets. A conflict of interest exists between the Advisor and the interests of the client if Consulting Services include recommendations for products or services the Advisor provides. A client is under no obligation to act upon the Advisor’s recommendation. If a client elects to act on any of the Advisor’s recommendations, the client is under no obligation to affect the transaction through the Advisor. Financial Planning The Advisor provides the client with financial planning services to aid them in defining personal financial goals and objectives related to their investment objectives and risk tolerances. The Advisor will complete a financial plan through examination of the client’s current financial situation, which includes a review of the client’s investment objectives, time horizon, and risk parameters, as well as a review of the client’s assets and liabilities, income, cash flow, and estate issues. The client retains the sole responsibility for determining whether to implement any recommendations made by the Advisor and for placing any resulting transactions. The Advisor does not provide ongoing financial planning services and does not have discretionary authority with respect to the client’s assets unless the client enters into a portfolio management investment advisory agreement with the Advisor. A conflict of interest exists between the Advisor and the interests of the client if a Financial Plan includes recommendations for products or services the Advisor provides. The client is under no obligation to act upon the Advisor’s recommendation. If the client elects to act on any of the Advisor’s recommendations, the client is under no obligation to affect the transaction through the Advisor.