Item 5B: Portfolio Manager Selection and Evaluation ........................................................................................................ 22 Item 6B: Client Information provided to Portfolio Managers ............................................................................................. 22 Item 7B: Client Contact with Portfolio Managers ............................................................................................................... 22 Item 8B: Additional Information ......................................................................................................................................... 22 David Morgante ADV 2B .................................................................................................................................................... 26 Dylan McCormick ADV 2B ................................................................................................................................................. 30 Nico Vasiliadis ADV 2B ...................................................................................................................................................... 33 PRIVACY NOTICE ............................................................................................................................................................. 36 INFORMATIONAL BROCHURE VARIANT PRIVATE WEALTH LLC Variant Private Wealth LLC (“VPW”) has been in business since June 2017. David Morgante is the firm’s only principal owner. VPW provides personalized financial planning and investment management services to individuals, families, trusts, and charitable organizations and foundations, pensions, and corporations. We are dedicated to providing in-depth analysis of each individual client’s current situation, allowing us to assist clients in obtaining each goal or objective set forth. Financial Planning VPW provides fee-based comprehensive and goal-based financial planning services. A comprehensive plan generally includes setting financial objectives, identifying financial issues, cash flow management, tax planning, investment review and advice, education funding planning, retirement planning, insurance needs review and advice and estate planning. A goal-based plan is designed to meet specific goals throughout a certain time horizon, whether it be short-term or long-term. In a typical financial planning engagement, VPW will have an initial free consultation with you in which you will state your financial needs and goals. Next, you will be requested to provide documents including personal information, income, expenses, taxable and retirement investments, insurance, tax and other necessary information. Through a strategy session, VPW will analyze your situation, prepare projections when necessary

and recommend alternatives to help achieve your goals using information provided by you. A recommendation will be provided in writing and from there the implementation process can begin. The plan is intended to be a suggested blueprint of how to meet your goals. Not every plan will be the same for every client. Each one is specific to the client who requested it. Because the plan is based on information supplied by you, it is very important that you accurately and completely communicate to us the information we need. Also, your circumstances and needs may change as your engagement with us progresses. It is very important that you continually update us with any changes so that if the updates require changes to your plan, we can make those changes. Otherwise, your plan may no longer be accurate. An engagement may be terminated at any time by either VPW or the client by notifying the other party in writing. An engagement is terminated when the specified services are completed. Financial Planning & Consulting: Our firm provides a variety of standalone financial consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives. This consulting may encompass Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Cost Segregation Study, Corporate Structure, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, or Business and Personal Financial Planning. Financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the clients. Implementation of the recommendations will be at the discretion of the client. Financial consultations are not typically accompanied by a written summary of observations and recommendations, as the process is less formal than the planning services. Assuming that all the information and documents requested from the client are provided promptly, consultations are typically completed within 6 months of the client signing a contract with our firm. Reporting Some clients may have assets held with custodians other than our recommended custodian(s). In these cases, such clients may elect to provide us with information related to these accounts and VPW will include those assets in consolidated reporting in order to give the client a more organized view of their total assets. Wrap Program Participation Our firm offers and sponsors a wrap fee program. Asset Management services are only offered through wrapped accounts, which are managed on an individualized basis according to the client’s investment objectives, financial goals, risk tolerance, etc. Please see our Part 2A, Appendix 1 (the “Wrap Fee Program Brochure”) for more information. Assets Under Management As of December 31, 2022, VPW has approximately $147,341,789 assets under management with $146,795,318 managed on a discretionary basis and $546,470 managed on a non-discretionary basis.