9AT: ADDITION WEALTH

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 08/04/2022
Contact Info	917 xxxxxxx
Websites

AUM^*	0
of that, discretionary
Number of Employees	23 35%
of those in investment advisory functions	13 8%
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Multi-state adviser

Client Types

Advisory Activities

- Financial planning services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser STACK	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser DOMAIN MONEY ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM43.3m	#Funds-
Adviser ALPINE HILL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM114.5m	#Funds-
Adviser NORDWAND INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund11.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV11.5m	AUM44.7m	#Funds7
Adviser FINANCIAL ADVOCATES ADVISORY SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser KOIN CAPITAL INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser WAO ADVISORY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.4k	#Funds-
Adviser MHI FUNDS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser INDYFIN LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser HARVEST CAPITAL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

Retire Sound, Inc. d/b/a Addition Wealth (“Addition Wealth”) was founded in September 2020 by Ana Mahony, principal owner and Chief Executive Officer, and its registration with the United States Securities and Exchange Commission became effective in August 2022. Please note that registration does not imply a certain level of skill or training and that you may direct any questions regarding our status as a registered investment adviser to our firm via the contact information listed on the Cover Page of this Brochure. Addition Wealth partners with employers to provide employees (“User(s)”) with access to customized tools, guides, dashboards and individual sessions with financial professionals. Through its interactive platform, Addition Wealth seeks to partner with Users to understand their unique needs and to craft a comprehensive approach to support financial wellness. Addition Wealth provides resources and tools for, among other financial wellness topics, assistance with understanding equity compensation. Addition Wealth’s advisory activity is focused on screening, recommending and then referring Users to unaffiliated investment advisers who participate on Addition Wealth’s platform. Addition Wealth then monitors the advice that those investment advisers provide to Users. Neither Addition Wealth, nor the unaffiliated investment advisers (“Investment Adviser(s)”), have discretionary

authority over User assets. As such, Users are solely responsible for acting upon, or not acting upon, investment advice provided by an Investment Adviser. The Investment Advisers participating on Addition Wealth’s platform provide investment advice believed to be in the best interest of a respective User and based upon information provided by Users during virtual consultations. The Investment Advisers participating on Addition Wealth’s platform generally do not sell any products or other services. Investment Advisers may discuss a User’s current financial situation, employer benefits, and broader financial wellness topics. Investment Advisers may advise on, among other things, a User’s retirement assets, brokerage assets, equity compensation programs and/or stock options. Investment advice provided by Investment Advisers is generally limited to educating Users on equity compensation, portfolio optimization and asset allocation. Addition Wealth works on an on-going basis to ensure that advice provided to Users by Investment Advisers is generally consistent with that information. Addition Wealth does not – and has no plans to - directly manage any assets; its advisory responsibility is to supervise and monitor advice provided by Investment Advisers through the platform. As of March 11, 2024, Addition Wealth did not manage assets on behalf of any clients and does not anticipate doing so in the future.

ADDITION WEALTH

ADDITION WEALTH

ADDITION

RETIRE SOUND INC.

ADDABLE MONEY LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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ADDITION WEALTH ADDITION WEALTH ADDITION RETIRE SOUND INC. ADDABLE MONEY LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

ADDITION WEALTH

ADDITION WEALTH

ADDITION

RETIRE SOUND INC.

ADDABLE MONEY LLC