A. Description of the Advisory Firm WealthDrive Advisory, LLC (hereinafter “WealthDrive Advisory” or “Adviser” or “Advisor”) is an independent internet-based wealth counseling and investment advisory firm that provides software-based portfolio management and advisory services to clients exclusively through an interactive website (“Website”). WealthDrive Advisory is registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisors Act of 1940, as amended. WealthDrive Advisory LLC registered as an investment adviser with the SEC in June 2019. WealthDrive Advisory is a Virginia corporation with its principal office located in Rustburg, Virginia and was founded in June 2019. WealthDrive Advisory, LLC., is a privately held company headquartered in Rustburg, Virginia. B. Summary of Advisory Services Adviser offers an investment advisory service based on tactical and strategic investment management that makes it possible for anyone who enters into a WealthDrive Advisory Client Agreement (the "Advisory Client Agreement") to access investment advisory and portfolio management services via a robo-advisor. Account(s) linked to our robo-advisor such as, but not limited to, Taxable Accounts, Health Savings Accounts ("HSAs"), Individual Retirement Accounts ("IRAs"), College Savings Accounts, and Retirement Plan Accounts will have investment recommendations provided via a client portal. These investment recommendations are provided after completing a risk assessment questionnaire for each linked account and selecting a model(s) to have the account(s) mirror such model(s). Clients are given the option of following the model(s) recommended by the WealthDrive Advisory or overriding those recommendations by selecting a different model(s) to follow. Investment advice and recommendations must be entered and executed

by the client at their respective account(s) custodian. WealthDrive Advisory does not enter or execute trades for clients. C. Client Tailored Services and Client Imposed Restrictions Adviser offers the same suite of services to all of its clients. However, Adviser tailors its software-based investment advisory service(s) to the individual needs of each of its Clients, in accordance with the certain investment options designated by Clients, and subject to certain account limitations that prospective investors should consider, as described further below and in Item 7. Adviser uses software, which is based on academic behaviorial economics research, to determine an investor’s risk tolerance. Adviser asks each prospective Client a series of questions to evaluate both the individual’s objective capacity to take risk and subjective willingness to take risk. The subjective risk questions used are to determine both the level of risk an individual is willing to take and the consistency among the answers. For example, if an individual is willing to take a lot of risk in one case and very little in another, then the individual is deemed inconsistent and is therefore assigned a risk tolerance score in the middle. Objective questions are used to estimate, with as few questions as possible, whether the individual is likely to have enough money saved at retirement to afford their likely spending needs. 2 | P a g e Clients may self impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs as the client is the one responsible for entering and executing trade orders. D. Wrap Fee Programs Adviser does not participate in any wrap fee programs. E. Amounts Under Management As of January 1st, 2024, Adviser manages $25,000,000 of discretionary assets.