OWNERSHIP/ADVISORY HISTORY Wise Wealth, LLC (“we” or the “firm”) has been a Missouri registered investment adviser since June 2007 and a Kansas registered investment adviser since 2011. We were subsequently registered with the Securities and Exchange Commission on July 6, 2018. We are owned and managed by Stephen Stricklin. Additional information about Mr. Stricklin can be found in Item 19 and his supplemental brochure, ADV Part 2B. ADVISORY SERVICES OFFERED Before we enter an Adviser-Client relationship, we may offer a complimentary general consultation to discuss services available, give a prospective client time to review services desired, and determine whether a relationship might benefit the client. Investment advisory services begin only after we and the client formalize the relationship with a properly executed agreement. We offer the following services to our clients: PORTFOLIO MANAGEMENT SERVICES We manage individualized portfolios for our clients. We work with each client to formulate an individualized portfolio based upon his/her objectives, time frame, risk parameters and other investment considerations. We use marketable securities that may include, but not limited to, exchange traded funds (ETFs), mutual funds, bonds, common stock (equities), and treasury bonds. (Additional information about securities used and their risks can be found under Item 8.) Our investment philosophy is to use principles of value, safety and quality to seek investment options globally. We place heavy emphasis on risk control, believing that avoiding losses allows appreciation potential of equities to be realized. We utilize the services of a Sub-Advisor to manage client’s assets on a discretionary basis and in accordance with the client’s stated investment objectives. In these situations, we offer consulting and advisory services in overseeing such Sub-Advisors. We make recommendations regarding the use of a Sub-Advisor and

its investment style based on, but not limited to, the client’s financial needs, long-term goals, and investment objectives. Sub-Advisors selected by us offer multiple strategies. Once a Sub-Advisor is selected, we continue to monitor the chosen firm to ensure that it adheres to the philosophy and investment style for which it was selected and to ensure that its performance, portfolio strategies, and management remain aligned with the client’s overall investment goals and objectives. We will retain discretionary authority to hire and fire Sub-Advisors and reallocate the client’s assets to other Sub-Advisors, where such action is deemed to be in the best interest of the client. Our ongoing review includes, but is not limited to, assessment of the Sub- Advisor’s disclosure brochure, performance information, materials, personnel turnover, and regulatory events. Wise Wealth, LLC Page 5 ADV Part 2A – 3/8/2024 FINANCIAL PLANNING On occasion, we offer financial planning services, separate from our portfolio management services, that involve a review of your financial situation, goals and risk tolerance. We will focus on a single topic or multiple topics as identified in our meetings with the client. Typically, we meet with the client to discuss questions, conduct research on the chosen topics and present the findings to them through a second meeting. Upon delivery of the recommendation, the engagement is concluded. TAILORED SERVICES Our financial planning and portfolio management services are individualized to each client. A client may impose restrictions on investment in certain securities or types of securities. Any restrictions must be provided in writing. WRAP PROGRAM We do not sponsor a wrap program. This section is not applicable. CLIENT ASSETS MANAGED As of February 2024, we manage $142,616,808 in client assets on a discretionary basis and $183, 577,599 in client assets on a non-discretionary basis.