Who We Are Brenton Point Wealth Advisors LLC (hereinafter “BPWA” or “Advisor” or “we” or “us”) is a private wealth management company that was founded in 2016 and is headquartered in New York, NY. BPWA manages, or expects to manage, money for wealthy families and individuals as well as foundations, endowments, charitable organizations and other business or family related entities. BPWA’s principal owner is Brenton Point LLC, whose principal owner is Joseph DiMenna. Kevin Cannon is the Chief Executive Officer of BPWA; and Paul Michalowski is the President and Chief Operating Officer of BPWA. BPWA provides, or intends to provide, discretionary and non-discretionary investment advisory, investment consulting, planning and other services. These services are tailored based on a comprehensive understanding of a client’s (hereinafter “Client” or “you” or “your”) unique circumstances, asset base, interests and financial goals. As of the close of business on December 31, 2023, we provided investment advisory services for $31,808,137 of asset , as follows. Investment Discretion Assets Accounts Non-Discretionary (Non- Discretionary Insurance Variable Annuity Accounts): 13,114,989 33 Discretionary: 18,693,148 58 Total: 31,808,137 91 We have a strategic partnership with our affiliate, Zweig-DiMenna Associates LLC (“Zweig- DiMenna”), which provides us with various services, including certain general investment market strategy guidance, and certain administrative, accounting, compliance and operational support. Zweig-DiMenna has been an investment adviser to private pooled investment vehicles for over forty years. Our officers and employees (“Employees”) provide services as dual employee and officers of Zweig-DiMenna. Please see Item 10 about our dual officer/employee arrangements. Our Investment Management and Advisory Services Wrap Fee Program BPWA primarily offers its investment management services pursuant to a wrap fee program known as Brenton Point Solutions (the “Wrap Fee Program”). We offer discretionary and non- discretionary wrap fee program services - through our Wrap Fee Program. The Wrap Fee Program is described in a separate Wrap Fee Program Brochure that is distributed to each Client of the Wrap Fee Program and can be viewed at the SEC’s website at www.adviserinfo.sec.gov. As described in the Wrap Fee Program Brochure BPWA retains, for its services, a portion of the Wrap Fee (as defined in the Wrap Fee Brochure).

The information in this Brochure is not intended to describe our Wrap Fee Program, but is designed to describe the other services that we may provide from time to time to Clients. Currently, all investment management and advisory services provided by Brenton Point are through the Wrap Fee Program. Financial Planning, Consulting and Customized Services If you so request, we can provide you with certain financial planning services or other consulting services, including the development of a financial summary, the development of a financial management strategy, or financial reporting. We can prepare for you a financial plan based upon, among other things, your net worth, cash flow, tax situation, expected retirement needs, employment benefit plans, current investments, and education planning. Upon your request, we can also provide investment advice on a more limited or project-by-project basis. This may include advice on isolated areas of concern such as estate planning or valuation, retirement planning, or any other specific topic. We are available for specific consultation or administrative services regarding your personal or business financial and investment concerns. Customized Family Office Services are available based on your needs. Employee Benefit Retirement Plan Services We can provide advisory services to participant-directed employee retirement benefit plans. We can analyze your plan’s current investment platform and assist your plan and its participants in creating an investment policy statement defining the types of investments to be offered and the restrictions that may be imposed. We can recommend investment options to achieve your plan’s objectives, provide participant education meetings, and monitor the performance of your plan’s investment vehicles. Brenton Point Portfolio Solutions As described in the Wrap Fee Brochure, BPWA provides asset allocation portfolios (“Brenton Point Portfolio Solutions”) comprised of exchange-traded funds, mutual funds and/or other investments. In order to assist wrap fee clients achieve their investment objective(s), we from time to time may, but are not obligated to, recommend the allocation of certain account assets to Brenton Point Portfolio Solutions. The Brenton Point Portfolio Solutions asset allocation is primarily based on the BPWA asset rankings across various asset classes and is tailored to various risk tolerances. The Brenton Point Portfolio Solutions generally include an allocation to cash. We are considering offering Brenton Point Portfolio Solutions as a stand-alone product which would also be offered outside of the Wrap Fee Program.