FIRM DESCRIPTION Byrne & Company Wealth Management, LLC (‘we,” “us,” “our,” or “BCWM”) a Washington Limited Liability Company, was formed in 2012 and is 100% owned by Kevin Byrne, who is responsible for the overall investment strategy and management of client portfolios. We refer to current and prospective clients of BCWM as “you,” “your,” or “client.” TYPES OF ADVISORY SERVICES BCWM offers Investment Management, Financial Planning, and Qualified Retirement Plan Services. These services are personalized for each client and only provided to those clients with whom we have entered into an agreement for that specific service. Investment Management Services With discretionary or non-discretionary Investment Management Services, BCWM offers comprehensive financial planning to clients who enter into a written Investment Advisory Agreement with us. We provide our services on an ongoing basis guided by your individual needs. We assist in identifying your investment goals and individual needs although it is your responsibility to provide information specific to your investment goals, time horizon, risk tolerance, and other financial circumstances. Our services are provided specifically for the assets you authorize - and we agree - to manage; they may not include all holdings or net worth. Financial Planning/Investment Consulting Services BCWM offers Financial Planning/Investment Consulting Services for those clients who enter into an hourly agreement with us. You will be provided with a written plan consistent with the scope of the engagement described in your agreement. The financial plans provided may not address all potential aspects of financial planning. All reports, financial statements or analyses are provided exclusively for use in developing and implementing your financial plan. It is likely that there will be material differences between projected and actual results because future events vary and circumstances frequently change. Our analyses are highly dependent on economic assumptions. Therefore, familiarity with historical data regarding key assumptions such as inflation, expenditures, and investment rates of return, as well as an understanding of how these assumptions affect the results of our analyses, is important. We may counsel on the consistency of these assumptions with relevant historical data, but we cannot express any assurance as to the accuracy or reasonableness of the specific data and assumptions. It is ultimately your responsibility to verify the assumptions and personal data upon which projections are based. The financial plan assumptions and reports are primarily a tool to alert you to certain possibilities. The reports are not intended to, nor do they provide any guarantee of, future events including investment returns. The implementation of the plan is solely your responsibility, and you are under no obligation to implement your plan through BCWM. Qualified Retirement Plan Services BCWM offers Qualified Retirement Plan Services to plan sponsors who enter into a written 401(k) agreement. BCWM and our investment advisor representatives provide non-discretionary investment advice which includes recommendations and investment alternatives for the plan. We may agree to meet with you and your employees periodically to discuss the

plan and the plan investments. TYPES OF INVESTMENTS USED We consider many different types of securities when formulating our investment advice. We will evaluate your existing investments regarding your financial goals, risk tolerance, and investment time horizon, among other things. Depending on the situation, account(s) managed by us may contain one or more of the following: individual stocks, individual bonds, mutual funds, or exchange-traded funds (“ETFs”). In some situations, we may recommend that options be part of your investment portfolio. Negatively correlated mutual funds or ETFs may be an investment we recommend in an attempt to reduce the volatility of your portfolio. Negatively correlated mutual funds or ETFs may rise in value while the general stock market declines and vice versa. The addition of negatively correlated investments does not in any way guarantee that the volatility, draw down, or loss of portfolio principal will be lower nor that it will increase long-term portfolio performance. It is vital for you to inform us of any changes to your financial situation, including your goals, or investment time horizon. CLIENT-TAILORED RELATIONSHIPS As a fiduciary to all our clients, BCWM always acts solely in your best interest. We offer the same suite of services to all clients. However, financial plans and their implementation are dependent upon your specific situation (income, tax levels, and risk tolerance levels) and are used to aid in the selection of a portfolio that matches your risk tolerance, needs, and targets. For clients engaged under an investment management agreement, our services are generally most appropriate for those with at least $500,000 in investable assets. You may impose restrictions related to investing in certain securities or types of securities in accordance with your values or beliefs. However, if the restrictions prevent us from properly servicing your account(s), or if the restrictions would require us to deviate from our standard suite of services, we reserve the right to end the relationship. IMPORTANT INFORMATION FOR RETIREMENT INVESTORS When we recommend that you rollover retirement assets or transfer existing retirement assets (such as a 401(k) or an IRA) to our management, we have a conflict of interest. This is because we will generally earn additional revenue when we manage more assets. In making the recommendation, however, we do so only after determining that the recommendation is in your best interest. Further, in making any recommendation to transfer or rollover retirement assets, we do so as a “fiduciary,” as that term is defined in ERISA or the Internal Revenue Code, or both. We also acknowledge we are a fiduciary under ERISA or the Internal Revenue Code with respect to our ongoing investment advisory recommendations and discretionary asset management services, as described in the advisory agreement we execute with you. To the extent we provide non-fiduciary services to you, those will be described in the advisory agreement. PARTICIPATION IN WRAP FEE PROGRAMS We do not offer or participate in a Wrap Fee Program. ASSETS UNDER MANAGEMENT As of December 31, 2023, BCWM managed approximately $114,484,000 of client assets. Of this amount, approximately $112,869,000 was on a discretionary basis, and approximately $1,615,000 was on a non- discretionary basis.