Ownership/Wealth Watch History Wealth Watch Advisors, Inc. ("Wealth Watch" and/or “the Firm”) is a Delaware limited liability corporation. Wealth Watch is registered with the Securities and Exchange Commission. Wealth Watch Advisors, Inc. is owned by David A. Shields, Tyrone Clark, William E. Gastl, and John Patrick Lynch. David Shields and William E. Gastl are the Firm's managing members. Advisory Services Offered Before Wealth Watch enters an advisor‐client relationship, Wealth Watch may offer a complimentary general consultation to discuss services available, give a prospective client time to review services and determine whether a relationship might benefit the client. Investment advisory services begin only after Wealth Watch and the client formalize the relationship with a properly executed Investment Advisory Agreement (“IAA”). Per applicable laws and regulations, Wealth Watch will provide this brochure, the ADV Part 2B and ADV Part 3 to each client or prospective client before or along with the execution of the IAA. Wealth Watch offers various services to individuals, high‐net‐worth individuals, pension and profit‐ sharing plans, financial institutions, trusts, estates, charitable organizations, and other appropriately registered investment advisors. Neither Wealth Watch nor the client may assign an IAA to a third party without the written consent of the other party. Transactions that do not result in a change or actual control or management of Wealth Watch shall not be considered an assignment. Wealth Watch will not provide custodial or other administrative services. Similarly, Wealth Watch will not accept or maintain custody or investment supervisory services of a client's funds or securities, except in cases of indirect custody granted through third‐party distribution permissions and as described in Item 13. The client is responsible for all custodial fees, securities execution fees charged by the custodian and executing broker/dealer (unless otherwise negotiated), and any internal expenses of investments held within the portfolio. Wealth Watch Advisors, Inc.—An SEC Registered Investment Advisory Firm REV 3.22.24 4 Wealth Watch offers the following services: Investment Supervisory Services Wealth Watch will not assume any responsibility for the accuracy of information provided by the client and is not obligated to verify any information received from the client or from the client's other professionals and is expressly authorized to rely on such information. Under all circumstances, clients are responsible for promptly notifying Wealth Watch in writing of any material changes to the client's financial situation, investment objectives, time horizon, or risk tolerance. When the client notifies Wealth Watch with written instructions of such a change, the Firm will review such changes and recommend any necessary changes to the client's portfolio. Wealth Watch offers ongoing portfolio management services based on the client's goals, objectives, time horizon, and risk tolerance. Wealth Watch receives a limited power of attorney for its discretionary asset management services to affect securities transactions on behalf of its clients. Wealth Watch limits its investment advice and/or money management to investment models which are managed by third‐party advisory firms. The models are allocated to mutual funds, exchange‐traded funds, equities, bonds, options, real estate investment trusts, equity‐based options, structured notes, insurance products, government securities, and cash or cash equivalents. Wealth Watch clients are offered portfolios managed by separate third‐party Investment managers (sub‐ Advisors) that Wealth Watch engages on its behalf. Such arrangements are described in further sections. Financial Planning Services Wealth Watch offers clients financial planning or consulting services to evaluate their financial situation, goals, and risk tolerance. Through a series of personal interviews and the use of risk questionnaires, Wealth Watch's registered Investment Advisor Representatives (IAR’s) will collect pertinent data, identify goals, objectives, financial challenges, potential solutions, prepare specific recommendations and implement recommendations. Because of these actions, advice may be provided on financial and cash management, risk management, financial issues relating to divorce or marital issues, estate planning, stretch IRA planning, Investment Planning/Asset Allocation, retirement planning, educational funding, goal setting, or other needs as identified by the client to a Wealth Watch registered IAR. Neither Wealth Watch nor its registered IAR’s offer tax advice. The Firm highly suggests that all tax issues and questions be directed to a licensed tax professional. The Firm may offer broad‐based planning services that involve a written financial plan, or the client may desire consulting on certain planning topics that do not involve a written financial plan. The Firm can tailor services as desired by the client. These services are based on fixed fees or an hourly fee. The final fee structure is documented in the Financial Planning Agreement. In offering financial planning, a conflict may exist between the interests of Wealth Watch and the interests of

the client. The client is under no obligation to act upon a Wealth Watch registered IAR’s recommendation, and, if the client elects to act on any of the recommendations, the client is under no obligation to affect the transaction through the investment advisor. This statement is required pursuant to the California Code of Regulations, 10 CCR Section 260.235.2. Tailored Services Wealth Watch will tailor its advisory services to each client’s individual needs based on meetings, conversations, risk assessment questionnaires, and completion of client profiles (as applicable). If a client wishes to impose certain restrictions on investing in certain securities or types of securities or if certain Wealth Watch Advisors, Inc.—An SEC Registered Investment Advisory Firm REV 3.22.24 5 securities within the client's account are to be excluded from trading, Advisor will address those restrictions with the client in writing to clearly understand the client’s requirements. Wrap Program Wealth Watch does not participate in a wrap fee program. Transaction costs charged by the custodian and any separate or internal fee or expense generated by an investment within an account will be charged to the client directly by the custodian or internally by the fund or investment company. Wealth Watch monthly management fees are separate and unrelated to any such transactions and Wealth Watch does not facilitate any such transactions between the client and the custodian. Solicited Assets Manager (“SAM”) SAM Programs offer advisors’ clients access to a variety of portfolio managers that create and implement model portfolios with varying levels of risk from which investors may choose. SAM Program accounts are not managed by Wealth Watch. Rather, SAM Program accounts are managed by one or more unaffiliated third‐party portfolio managers on a discretionary basis. They may consist of various security types, including stocks, bonds, ETFs, mutual funds, and derivatives. Account minimums for SAM Program accounts exist in certain programs or models and are disclosed in the SAM Program's ADV Part 2A. Wealth Watch acts as a solicitor when making SAM programs available to Wealth Watch registered investment representative clients, as described below:  When Wealth Watch acts as a solicitor for the SAM Program sponsor, neither Wealth Watch nor your Wealth Watch registered investment representative is appointed by you as an investment adviser in relation to the SAM Program. Instead, your advisor will assist you in selecting one or more SAM programs believed to be suitable for you based on your stated financial situation, investment objectives, and financial goals. Wealth Watch and your registered investment representative are compensated for referring you to the ongoing advisory services provided to you within the SAM Program. Compensation generally takes the form of the SAM Program sponsor sharing with Wealth Watch and your registered investment representative, through Wealth Watch, a percentage of the advisory fee that you pay to the SAM Program sponsor. When we act as a solicitor for a SAM program, you will receive a written solicitor disclosure statement describing the nature of our relationship with the SAM Program, if any; the terms of our compensation arrangement with the SAM Program, including a description of the compensation that we will receive for referring you to the SAM Program; and the amount, if any, that you will be charged that is in addition to the advisory fee you will pay to the SAM as a result of our referral of you to the SAM Program.  Wealth Watch IARs can only recommend investment models to clients managed by one of its approved third‐party Investment Managers. Wealth Watch’s approved sub‐advisory firms are Brookmont Capital Management, Howard Capital Management, Taiber Kosmala and Associates, First Trust, Guggenheim Investments, Redwood Investments, Optivise Advisory Services, Navigo Wealth Management, and ZEGA Financial. New sub‐advisory firms may be added over time and, if so, will be announced in writing to all IARs. The only exceptions to this statement concerning CIM Opportunity Zone investment products managed by CIM Group, Structured Notes managed by First Trust, and Variable Universal Life products offered by Nationwide, all of which have been pre‐approved for Advisors to recommend where appropriate. Wealth Watch has not and will not approve any alternative investments or unregistered securities, including but not limited to promissory notes issued by non‐FDIC banks, unregistered stocks and bonds, and collateralized or collateralized loans. Any investments offered and managed by any firm, individual, bank, or Wealth Watch Advisors, Inc.—An SEC Registered Investment Advisory Firm REV 3.22.24 6 corporation not managed by the list of companies above are not an approved investment from Wealth Watch. Any client of Wealth Watch that decides to invest with any firm, individual, bank, or corporation not managed by the firms listed in this section does so at his or her peril. Client Assets Managed As of March 22, 2024, Wealth Watch Advisors, Inc. manages $315,898,506.50 in discretionary assets and $32,559,381.38 in non‐discretionary assets.