Troutman Wealth Management is a registered investment advisor firm registered with the United States Securities & Exchange Commission. Troutman Wealth Management has been in business since May 2019. The Principal Owner of Troutman Wealth Management is Stephen Troutman. Advisory Services: Troutman Wealth Management (“Advisor”) provides a variety of service offerings to clients. Our firm offers discretionary and non-discretionary individual wealth management services using a standard pricing model where clients pay the trading costs. In addition to the trading costs, the client pays an advisory fee as stated in the schedule below. Account supervision is guided by the client's stated objectives (e.g. conservative, moderate, balanced, growth, aggressive), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and will generally include advice regarding the following securities:
• Exchange-listed securities
• Securities traded over-the-counter
• Foreign issuers
• Corporate debt securities (other than commercial paper)
• Commercial paper
• Certificates of deposit
• Municipal securities
• Variable life insurance
• Variable annuities
• Fixed Annuities
• Mutual fund shares
• United States governmental securities
• Options contracts on securities
• Interests in partnerships investing in real estate Because some types of investments involve certain additional degrees of risk, they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. Portfolio Management: Discretionary Investment Management Services We work with you to identify your investment goals, objectives, restrictions, and risk tolerance to determine what is most suitable for you. From there, we fit you into a diversified model of mutual funds and exchange-traded funds that’s designed to complement your financial situation and personal circumstances. Troutman Wealth Management Page 5 Non-discretionary Investment Consulting Advice Most of our clients fall into the discretionary investment management bucket. From time to time particular clients will choose a non-discretionary relationship with our firm. In doing

so, the client plays a more active role in investment decisions and is notified before any and all trades are placed. Actual investment advice comes at the tail end of a thorough review of your situation and goals. We use tools such as budgetary analysis, risk tolerance assessment, and cash flow planning in order to fully understand your total financial picture. With a full understanding of your financial context, investment advice can be tailored to match your situation. Wrap Fee Programs We do not offer a wrap fee program. Insurance Services Adviser does not offer insurance products for sale to customers. However, Adviser contracts with DPL Financial Partners, LLC (“DPL”), which is a third-party provider of a platform of insurance consultation services to investment advisers with clients who have current or future needs for insurance products. DPL's platform is available to Adviser’s clients for a fixed annual fee paid by Adviser. Through its licensed insurance agents, who are also registered representatives of The Leaders Group, Inc. (“The Leaders Group”), an unaffiliated SEC-registered broker-dealer and FINRA member, DPL offers our clients services relating to commission free insurance products. These services include, among others, providing our clients with analyses of our current methodology for evaluating client insurance needs, educating and acting as a resource for us regarding insurance products generally and specific insurance products owned by our clients or that our clients are considering purchasing, and provides us access to, and marketing support for, commission free insurance products. For providing platform services, DPL receives service fees from the insurers that offer their commission free products through the platform to our clients. These service fees are based on the insurance premiums received by the insurers from our clients who purchase through the DPL platform. We do not recommend DPL or any other insurance policies, and we do not receive any commissions or other payments from our client’s purchases of insurance policies. Our fees are limited to the management of the insurance policies’ separate accounts, for which we charge a management fee as disclosed in Item 5. Clients are under no obligation to purchase insurance through DPL. Troutman Wealth Management Page 6 Assets Under Management As of December 31, 2023, Adviser has the following assets under management: Discretionary assets: $ 117,912,771 Non-discretionary assets: $ 1,100,725