Description of Advisory Firm Ridgecrest Wealth Partners, LLC (“Ridgecrest Wealth Partners”, “we”, “our,” or “us”) is a privately owned limited liability company headquartered in Mill Valley, CA. Ridgecrest Wealth Partners is registered as an investment adviser with the U.S. Securities and Exchange Commission. The Firm was formed in 2020 and is owned by Steven Romjue and Chris Coble. As of December 31, 2023, the Firm managed approximately $299,145,566 in assets for approximately 421 accounts on a discretionary basis, approximately $243,638,249 in assets for approximately 232 accounts on a non-discretionary basis for a total of approximately $542,783,815 in assets for approximately 653 accounts. No accounts are in a wrap fee program. While this brochure generally describes the business of the Firm, certain sections also discuss the activities of its Supervised Persons, which refer to the Firm’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees or any other person who provides investment advice on the Firm’s behalf and is subject to the Firm’s supervision or control. Advisory Services Offered The Firm offers discretionary and non-discretionary investment management and investment advisory services. Prior to the Firm rendering any of the foregoing advisory services, clients are required to enter into one or more written agreements with the Firm setting forth the relevant terms and conditions of the advisory relationship (the “Advisory Agreement”). The Firm does not offer a wrap fee program. Investment Management Services Ridgecrest Wealth Partners offers continuous and regular investment supervisory services on a discretionary and non-discretionary basis. We have the ongoing responsibility to select and/or make recommendations on investments based on the financial and risk objectives for each client. We utilize a variety of investment types when making investment recommendations/purchases in client accounts which include, but are not limited to equity securities, fixed income securities, alternatives, options, and mutual funds. The investments recommended/purchased are based upon the clients’ individual needs, goals, and objectives. The Firm offers investment advice on any investment held by the client at the start of the advisory relationship. We describe the material investment risks under Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss. Financial Planning may be provided to clients as part of the Investment Management Services. When being provided as a separate service it is described in this section under Financial Consulting Services below. We discuss our discretionary authority below under Item 16 – Investment Discretion. We describe the fees charged for investment management services below under Item 5 – Fees and Compensation. Financial Planning & Consulting Services [5] The Firm provides a variety of financial

consulting services to individuals, families, and other clients regarding the management of their financial resources based upon an analysis of clients’ current situation, goals, and objectives. Consulting encompasses one or more of the following areas: Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Personal Tax Planning, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, and Personal Financial Planning. Our Financial Planning and Consulting Service offers clients a review of their entire investment portfolio, including investments at other financial institutions, for a negotiated fee. This consultation offers the client a detailed look at their financial condition in relation to their investment objectives, risk tolerance, time horizon, and any financial goals that they may be seeking to achieve. This Financial Consultation Service offered by us may or may not be in conjunction with one of our other fee-based programs. Our financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the clients. In performing these services, the Firm is not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.,) and is expressly authorized to rely on such information. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations made by the Firm under a financial planning or consulting engagement. Clients are advised that it remains their responsibility to promptly notify the Firm of any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, or revising the Firms recommendations and/or services. For financial consulting engagements, we provide our clients with a written summary of our observations and recommendations. One-time consultations are typically completed within six (6) months of the client signing a contract with us, assuming that all the information and documents we request from the client are provided to us promptly. Services provided under an on-going consultation agreement are conducted on a regular basis, but no less than annually with the client. The client is under no obligation to act upon the investment advisor’s recommendation. If the client elects to act on our recommendations, the client is under no obligation to effect the transaction through us. We describe fees charged for Financial Institution Consultation Services below under Item 5 - Fees and Compensation. Financial Institution Consulting Services Ridgecrest Wealth Partners provides investment consulting services to certain broker/dealers’ customers (“Brokerage Customers”) who provide written consent requesting to receive the firm’s consulting services. Brokerage Customers have entered into a written advisory agreement with Ridgecrest.