CAUSEY WEALTH LLC

IARD Number: 331134 FORM ADV: Part 2B Brochure Supplement This brochure provides information about the qualifications and business practices of Causey Wealth LLC. If you have any questions about the contents of this brochure, please contact our office by email at info@causeywealth.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission (SEC), or by any state securities authority. Our Form ADV Part 2B may be updated with immaterial changes between annual SEC filings. To obtain our latest filing or for additional information, please visit https://adviserinfo.sec.gov/firm/summary/331134. Causey Wealth LLC is a Registered Investment Adviser with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Form ADV: Part 2B Brochure Supplement Causey Wealth LLC | Page 1 of 5  Nathanael A. Koch Educational Background and Business Experience Title: Owner, Member & Chief Compliance Officer CRD No.: 3142229 Year of Birth: 1976 Education: MBA Finance & Investment Management University of Colorado, Denver, Colorado BA Political Science University of Colorado, Boulder, Colorado Background: Owner, Member, Chief Compliance Officer of Causey Wealth LLC Managing Member of Causey Wealth since 2024. Mr. Koch joined the predecessor firm in 2007 as an Investment Adviser Representative and Senior Manager where he ascended to Shareholder and President for a period of 10 years. Prior to joining Causey, Mr. Koch spent nine years with a Denver, Colorado-based Registered Investment Advisory firm. Mr. Koch provides services to clients in the financial planning, investment advisory, trust and litigation support areas. Disciplinary Information None Other Business Activities Not Applicable Additional Compensation Not Applicable Supervision Mr. Koch is an Owner and Member of Causey Wealth LLC and is Chief Compliance Officer and a member of the Compliance Committee. Mr. Koch has direct supervisory authority over all of Causey Wealth LLC’s investment advisory representatives, including himself. Robb Stone, Compliance Officer & Chief Investment Officer, reviews Mr. Koch’s advisory activities from a compliance perspective. Form ADV: Part 2B Brochure Supplement Causey Wealth LLC | Page 2 of 5  Robb A. Stone Educational Background and Business Experience Title: Owner, Member & Co-Chief Investment Officer CRD No.: 4035700 Year of Birth: 1975 Education: BSBA Finance University of Denver, Denver, Colorado Background: Owner, Member, Co-Chief Investment Officer of Causey Wealth LLC Managing Member of Causey Wealth since 2024. Mr. Stone joined the predecessor firm in 2013 as an Investment Adviser Representative and Senior Manager where he ascended to Shareholder for a period of 8 years. Prior to joining Causey, Mr. Stone was a Director with Credit Suisse where he worked for fourteen years working with institutional asset managers. Mr. Stone provides services to clients in the financial planning, investment advisory, trust and litigation support areas. Disciplinary Information None Other Business Activities Not Applicable Additional Compensation Not Applicable Supervision Mr. Stone is an Owner and Member of Causey Wealth LLC and is a member of the Compliance Committee. As an investment adviser representative and supervised person, his activities are supervised by the Chief Compliance Officer. Nathanael A. Koch, Chief Compliance Officer, reviews Mr. Stone’s advisory activities from a compliance perspective. Form ADV: Part 2B Brochure Supplement Causey Wealth LLC | Page 3 of 5  Stephen T. Warren Educational Background and Business Experience Title: Director of Investments & Co-Chief Investment Officer Year of Birth: 1993 CRD No.: 7709993 Education: BABA Finance Washington State University, Pullman, Washington Background: Director of Investments & Co-Chief Investment Officer with Causey Wealth since 2024. Mr. Warren began his career at the predecessor firm in 2016 as a Management Consultant, transitioned to the Wealth Management group in 2019 as a Senior Analyst, and advanced to the role of Manager in 2021. His career experience includes working with high-net-worth individuals and families, financial institutions, non-profit foundations, and state and local governments in a variety of areas including investment advisory and consulting. He is a member of the Firm’s Investment Committee and provides investment advisory, portfolio management and financial planning services to our client base. Disciplinary Information None Other Business Activities Not Applicable Additional Compensation Not Applicable Supervision Mr. Warren is an investment adviser representative and supervised person. As such his activities are supervised by the Chief Compliance Officer. Form ADV: Part 2B Brochure Supplement Causey Wealth LLC | Page 4 of 5  Timothy S. Itin, CFA Educational Background and Business Experience Title: Regional Director – Mountain West Year of Birth: 1958 CRD No.: 1157867 Education: Bachelor of Arts, Economics Major Dartmouth College Background: Regional Director – Mountain West with Causey Wealth since July 2025. Mr. Itin joined Causey Wealth in July 2025 as an Investment Adviser Representative and Regional Director – Mountain West. He is a member of the Firm’s Investment Committee and provides investment advisory, portfolio management and financial planning services to our client base. Prior to joining Causey, Mr. Itin was Principal with Northside Capital Management where he spent twelve years on the Investment Committee, handling portfolio management, asset allocation, and client relationships. Prior to that, he was a Managing Director and a Founding Partner at Thomas Weisel Partners, a growth-focused, full- service investment bank in San Francisco. Disciplinary Information None Other Business Activities Not Applicable Additional Compensation Not Applicable Supervision Mr. Itin is an investment adviser representative and supervised person. As such his activities are supervised by the Chief Compliance Officer. Form ADV: Part 2B Brochure Supplement Causey Wealth LLC | Page 5 of 5