This Disclosure document is being offered to you by Wealth Management Consultants Colorado, LLC. in connection with the investment advisory services, we provide. It discloses information about the services we provide and the manner in which those services are made available to you, the Client. WMCC is headquartered in The Woodlands, Texas. Since March 2016, the Firm has been registered with the SEC pursuant to the Advisers Act. Registration of an investment adviser does not imply any level of skill or training. The Firm specializes in holistic investment advisory services for high-net-worth individuals and trusts. The sole owner of WMCC is Mark Marquez. He established the firm in April 2015. We are committed to helping Clients build, manage, and preserve their wealth, and to provide assistance to Clients to help achieve their stated financial goals. We offer an initial complimentary meeting upon our discretion; however, investment advisory services are initiated only after you and WMCC execute an engagement letter or Client agreement. Wealth Management Consultants Colorado, LLC offers discretionary and non-discretionary investment advisory services to advisory Clients (each a “Client” and collectively, the “Clients”). WMCC offers our clients ongoing portfolio management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, assets allocation, portfolio monitoring, and the overall investment program will be based on the below factors. When the Client provides WMCC discretionary authority the Client will sign a limited trading authorization or equivalent. WMCC will have the authority to execute transactions in the account without seeking Client approval on each transaction. Types of Planning Services WMCC provides a broad range of financial and investment counseling services to individuals. Those counseling services include:
• Estate Planning
• Income Tax Planning
• Cash Planning
• Debt Management
• Compensation and Employee Benefit Review
• Investment Allocation
• Personal Insurance Planning
• Financial Security Planning for Retirement and Death Financial Counseling Advice to Corporate Executives Comprehensive financial planning is prepared and available for Clients who have retained WMCC for investment, tax, estate, employee benefit, insurance, cash management and other advice. WMCC frequently works with corporations and their respective executives who have perquisites available to them. A perquisite is a special benefit for executives and directors that are usually non-cash items. It is something gained over and above the ordinary salary or fixed wages for services rendered. The corporate reimbursement program dictates the fee to be paid to WMCC. Financial Planning Services Financial advisory services provided by us includes the analysis of your situation and assistance in identifying and implementing appropriate financial planning and investment management techniques to help you meet your specific financial objectives. Such services include a written financial analysis and specific or general investment and/or planning recommendations. Our specific financial planning services may include:
• Review and clarification of your financial goals.
• Assess of your overall financial position including cash flow, balance sheet, investment strategy, risk management and estate planning.
• Create of a unique plan for each goal you have including personal and business real estate, education, retirement or financial independence, charitable giving, estate planning, and other personal goals.
• Develop of a goal-oriented investment plan around tax suggestions, asset allocation, expenses, risk, and liquidity factors for each goal. This includes IRA and qualified plans, taxable and trust accounts that require special attention.
• Design a complete risk management plan including risk tolerance, risk avoidance, mitigation, and transfer, including liquidity as well as various insurance and possible company benefits.
• Craft and implement, in conjunction with your estate and/or corporate attorneys as tax advisor, an estate plan to provide for you and/or your heirs in the event of an incapacity or death.
• Generate a retirement plan and risk management plan, if applicable. Consulting Services We also provide Client’s investment advice on a more limited basis on one or more isolated areas of concern such as investment strategy/allocation, retirement planning, or any other specific topic. Additionally, we may provide advice on non-securities matters in connection with the rendering of estate planning, insurance, real estate, and/or annuity advice. The client has the right to select their own investment managers, broker-dealer and/or insurance companies for the implementation of consulting recommendations. However, if client requests assistance in locating brokerage and/or other financial services, Consultant may recommend the use of one of several investment managers, brokers, banks, custodians, insurance companies or other financial professionals ("Firms"). Then Client must independently evaluate these firms before opening an account or transacting business and has the right to effect business through any firm they choose. Investment Management and Supervision Services We offer discretionary investment management and investment supervisory services for a fee based on a percentage of your assets under management. These services include investment analysis,

allocation of investments, quarterly portfolio reports and ongoing monitoring services for the portfolio. We determine your portfolio composition based on your needs, portfolio restrictions, if any, financial goals, and risk tolerances. We will work with you to obtain necessary information regarding your financial condition, investment objectives, liquidity requirements, risk tolerance, time horizons, and any restrictions on investing. This enables us to determine the portfolio best suited for your investment objective and needs. In performing our services, we shall not be required to verify any information received from you or from other professionals. If you request, we will recommend and/or engage the services of other professionals for implementation purposes. You have the right to not engage the services of any such recommended professional. Once we have determined the types of investments to be included in your portfolio, and allocated them, we will provide ongoing portfolio review and management services. This approach requires us to review your portfolio at least quarterly. We will rebalance the portfolio, as we deem appropriate, to meet your financial objectives. We will trade these portfolios and rebalance them on a discretionary basis. Our advisory services are tailored to meet your individual needs. You will have the ability to leave standing instructions with us to refrain from investing in particular industries or invest in limited amounts of securities. These standing instructions are delineated in the Investment Management Agreement. While our advisory services are tailored to you as an individual, when using mutual funds this multi fund manager approach makes it difficult for us to ensure that your portfolio will not invest in a particular industry or security. However, we are happy to discuss your preferences regarding socially responsible investment concerns and, we’ll try as much as possible, to accommodate them. In all cases, you have a direct and beneficial interest in your securities, rather than an undivided interest in a pool of securities. We do have limited authority to direct the custodian to deduct investment advisory fees, but only with the appropriate prior written authorization from you. You are advised and are expected to understand that our past performance is not a guarantee of future results. Certain market and economic risks exist that may adversely affect an account’s performance. This could result in capital losses in your account. Third Party Managers (“TPM”) We provide investment recommendations on the investment strategies of TPMs. All selected TPMs are evaluated by our Firm for Client use. Our services include assisting you in identifying your investment objectives and matching personal and financial data with a select list of TPMs. The intent of this service is to have a selected list of high quality and recognizable third-party investment management firms from which you select one or more TPMs to handle the day-to-day management of your account(s). Our Firm will assist you in completing appropriate documents for the TPM. We assist Clients with identifying their risk tolerance and investment objectives. We will recommend TPMs in relation to the Client’s stated investment objectives and risk tolerance. A Client may select a recommended TPM based upon the Client’s needs. Clients will enter an Agreement directly with the TPM. TPMs selected for your investments need to meet several quantitative and qualitative criteria established by our Firm. Among the criteria that may be considered are the TPM’s experience, assets under management, performance record, Client retention, the level of Client services provided, investment style, buy and sell disciplines, capitalization level, and the general investment process. Our Firm shall be available to answer questions the Client may have regarding their account and act as the communication conduit between the Client and the TPM. TPMs may take discretionary authority to determine the securities to be purchased and sold for the Client. For accounts managed by the selected TPM, the TPM will take discretionary authority of the trading within the account. Our Firm will not have any discretionary trading authority within such accounts. While we do not have the discretionary authority to terminate TPMs, we will monitor these investments on an ongoing basis and recommend termination to the client when appropriate. Information collected by our firm regarding TPMs is believed to be reliable and accurate, but we do not independently review or verify it on all occasions. All performance reporting will be the responsibility of the respective TPM. Such performance reports will be provided directly to you and our Firm. We do not audit or verify that these results are calculated on a uniform or consistent basis as provided by a TPM directly to our Firm or through the consulting service utilized by the TPM. Third-party managed programs generally have account minimum requirements that will vary from investment advisor to investment advisor. Account minimums are generally higher on fixed income accounts than equity-based accounts. A complete description of the TPM’s services, fee schedules and account minimums will be disclosed in the TPM’s Form ADV or similar Disclosure Brochure which will be provided to Clients prior to the time an agreement for services is executed and account is established. Wrap Fee Programs We do not place Client assets into a wrap fee program. Assets As of December 31, 2023, WMCC had $236,042,358 in Discretionary and $56,189,029 Non- Discretionary assets under management.