Equity Wealth Partners, LLC

Equity Wealth Partners, LLC Form ADV Part 2A – Disclosure Brochure Effective: May 17, 2026 This Form ADV Part 2A (“Disclosure Brochure”) provides information about the qualifications and business practices of Equity Wealth Partners, LLC (“EWP” or the “Advisor”). If you have any questions about the content of this Disclosure Brochure, please contact the Advisor at (816) 373-1068. EWP is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The information in this Disclosure Brochure has not been approved or verified by the SEC or by any state securities authority. Registration of an investment advisor does not imply any specific level of skill or training. This Disclosure Brochure provides information about EWP to assist you in determining whether to retain the Advisor. information about EWP and its Advisory Persons is available on the SEC’s website at Additional www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 317224. Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | Fax: (816) 373-5859 https://www.equitywp.com/  Item 2 – Material Changes This Brochure dated May 17, represents an amendment to the Brochure for Equity Wealth Partners, LLC. Since the filing of the firm’s annual update Brochure on March 26, 2026, we have updated our Brochure to reflect ownership, management, and fee structure changes. We have also made various other minor updates but no other material changes were made to the Brochure. A copy of Equity Wealth Partners, LLC’s ADV Part 2 is available by request without charge to you. Simply call us at 816-373-1068 and we will send you a copy. These documents are also available on our website for your review at www.equitywp.com. Additional information about Equity Wealth Advisors is also available via the SEC’s web site www.adviserinfo.sec.gov. The SEC’s web site provides information about any persons affiliated with Equity Wealth Partners, LLC who are registered, or are required to be registered, as investment adviser representatives of the firm. Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/  Item 3 – Table of Contents Item 1 – Cover Page ……………………………………………………………………………………………………….. 1 Item 2 – Material Changes ...................................................................................................................................... 2 Item 4 – Advisory Services .................................................................................................................................... 4 A. Firm Information ............................................................................................................................................................. 4 B. Advisory Services Offered ............................................................................................................................................. 4 C. Client Account Management.......................................................................................................................................... 5 D. Wrap Fee Programs ...................................................................................................................................................... 5 E. Assets Under Management ........................................................................................................................................... 5 Item 5 – Fees and Compensation .......................................................................................................................... 6 A. Fees for Advisory Services ............................................................................................................................................ 6 B. Fee Billing ...................................................................................................................................................................... 6 C. Other Fees and Expenses ............................................................................................................................................. 7 D. Advance Payment of Fees and Termination .................................................................................................................. 7 E. Compensation for Sales of Securities ............................................................................................................................ 7 Item 6 – Performance-Based Fees and Side-By-Side Management .................................................................. 8 Item 7 – Types of Clients ........................................................................................................................................ 8 Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss ........................................................... 8 A. Methods of Analysis ....................................................................................................................................................... 8 B. Risk of Loss ................................................................................................................................................................... 9 Item 9 – Disciplinary Information ........................................................................................................................ 10 Item 10 – Other Financial Industry Activities and Affiliations .......................................................................... 10 Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading ............... 10 A. Code of Ethics ............................................................................................................................................................. 10 B. Personal Trading with Material Interest ....................................................................................................................... 11 C. Personal Trading in Same Securities as Clients .......................................................................................................... 11 D. Personal Trading at Same Time as Client ................................................................................................................... 11 Item 12 – Brokerage Practices ............................................................................................................................. 11 A. Recommendation of Custodian[s] ................................................................................................................................ 11 B. Aggregating and Allocating Trades .............................................................................................................................. 12 Item 13 – Review of Accounts ............................................................................................................................. 12 A. Frequency of Reviews ................................................................................................................................................. 12 B. Causes for Reviews ..................................................................................................................................................... 12 C. Review Reports ........................................................................................................................................................... 12 Item 14 – Client Referrals and Other Compensation ......................................................................................... 12 A. Compensation Received by EWP ................................................................................................................................ 12 B. Client Referrals from Promoters .................................................................................................................................. 13 Item 15 – Custody ................................................................................................................................................. 13 Item 16 – Investment Discretion .......................................................................................................................... 13 Item 17 – Voting Client Securities ....................................................................................................................... 13 Item 18 – Financial Information ........................................................................................................................... 13 Form ADV Part 2B – Brochure Supplement ....................................................................................................... 14 Privacy Policy ........................................................................................................................................................ 34 Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/  Item 4 – Advisory Services A. Firm Information Equity Wealth Partners, LLC (“EWP” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission. The Advisor is organized as a Limited Liability Company (LLC) under the laws of the State of Missouri. EWP was founded in January 2022 and is owned by EWP Holding, LLC. The Advisor is operated by David Gilmore (Chief Executive Officer/Chief Compliance Officer), and Jason Anderson (Chief Financial Officer). This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by EWP. B. Advisory Services Offered EWP offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses (each referred to as a “Client”). The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. EWP's fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. Wealth Management Services EWP provides customized wealth management services for its Clients. This is achieved through continuous personal Client contact and interaction while providing a broad range of comprehensive financial planning in connection with discretionary investment management of Client portfolios. These services are described below. Investment Management Services EWP provides discretionary investment management services. EWP works closely with each Client to identify their investment goals and objectives, risk tolerance and financial situation in order to create a portfolio strategy. EWP will then construct an investment portfolio, consisting of low-cost, diversified mutual funds and/or exchange-traded funds (“ETFs”), individual stocks, bonds, Unit Investment Trusts (UITs), and structured products to achieve the Client’s investment goals. The Advisor may retain other types of investments from the Client’s legacy portfolio due to fit with the overall portfolio strategy, tax-related reasons, or other reasons as identified between the Advisor and the Client. EWP’s investment strategies are primarily long-term focused, but the Advisor may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the Client or due to market conditions. EWP will construct, implement and monitor the portfolio to help ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. EWP evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. EWP may recommend, on occasion, redistributing investment allocations to diversify the portfolio. EWP may recommend specific positions to increase sector or asset class weightings. The Advisor may recommend employing cash positions as a possible hedge against market movement. EWP may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position[s] in the portfolio, change in risk tolerance of the Client, generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. At no time will EWP accept or maintain custody of a Client’s funds or securities, except for the limited authority as outlined in Item 15 – Custody. All Client assets will be managed within the designated account[s] at the Custodian, pursuant to the terms of the advisory agreement. Please see Item 12 – Brokerage Practices. Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/  Financial Planning Services EWP typically provides financial planning services as part of its overall wealth management services. EWP may also provide financial planning services on a standalone basis pursuant to a written financial planning agreement. Services are offered in several areas of a Client’s financial situation, depending on their goals and objectives. Generally, such financial planning services involve preparing a formal financial plan or rendering a specific financial consultation based on the Client’s financial goals and objectives. This planning or consulting may encompass one or more areas of need, including but not limited to, investment planning, retirement planning, personal savings, education savings, insurance needs and other areas of a Client’s financial situation. A financial plan developed for, or financial consultation rendered to the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. EWP may also refer Clients to an accountant, attorney or other specialists, as appropriate for their unique situation. For financial planning engagements, the Advisor will provide a written summary of the Client’s financial situation, observations, and recommendations. For consulting or ad-hoc engagements, the Advisor may not provide a written summary. For standalone financial planning services, the plans or consultations are typically completed within six (6) months of contract date, assuming all information and documents requested are provided promptly. Financial planning and consulting recommendations pose a conflict between the interests of the Advisor and the interests of the Client. For example, the Advisor has an incentive to recommend that Clients engage the Advisor for investment management services or to increase the level of investment assets with the Advisor, as it would increase the amount of advisory fees paid to the Advisor. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to implement the transaction through the Advisor. C. Client Account Management Prior to engaging EWP to provide investment advisory services, each Client is required to enter into one or more agreements with the Advisor that define the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include: ● Establishing an Investment Strategy – EWP, in connection with the Client, will develop a strategy that seeks to achieve the Client’s goals and objectives. ● Asset Allocation – EWP will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation and tolerance for risk for each Client. ● Portfolio Construction – EWP will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client. ● Investment Management and Supervision – EWP will provide investment management and ongoing oversight of the Client’s investment portfolio. D. Wrap Fee Programs EWP does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by EWP. E. Assets Under Management As of December 31, 2025, the Advisor manages approximately $258,581,223 in Client assets, all of which are managed on a discretionary basis. Clients may request more current information at any time by contacting the Advisor. Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/  Item 5 – Fees and Compensation The following paragraphs detail the fee structure and compensation methodology for services provided by the Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one more written agreements with the Advisor. A. Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly in advance pursuant to the terms of the wealth management agreement. Wealth management fees are charged at the beginning of each month of service based on the market value of assets under management at the end of the prior month. EWP charges asset-based fees for wealth management services. Such fees may be structured as a flat percentage rate applied to total assets under management, as a tiered schedule in which different rates apply to different asset levels, or as a combination thereof, depending on the services provided, the Client's relationship with the Advisor, etc. The specific fee arrangement applicable to each Client is set forth in the Client's individual wealth management agreement. Wealth management fees generally range from 0.35% to 1.50% annually, depending on the fee structure applicable to the Client's agreement, the complexity of services, and the aggregate assets under management with the Advisor. Fees may be negotiable at the sole discretion of the Advisor. For Clients with less than $60,000 in assets under management, there is a minimum annual fee of $480 per household, subject to the Advisor's discretion. The wealth management fee in the first month of service is prorated from the inception date of the account(s) to the end of the first month. The Advisor may retain certain Clients on legacy fee schedules that predate the current standard arrangement. Such schedules are disclosed in the applicable Client agreement. All securities held in accounts managed by EWP will be independently valued by the Custodian. The Advisor's fee is exclusive of, and in addition to, any applicable securities transaction fees, custody fees, and other related costs and expenses described in Item 5.C below. The Advisor shall not receive any portion of those commissions, fees, or costs. Financial Planning Services EWP typically offers financial planning services as part of its overall wealth management services and fees. EWP may also offer standalone financial planning services on an hourly basis or an annual fixed fee engagement. Hourly fees are billed in arrears at a rate to be determined by the complexity of the plan and the team members involved, and some of which may be billed in advance at the Advisor’s discretion. Annual fixed fees range from $500 to $12,000 per year and are billed in advance at a frequency determined at the Advisor’s discretion. Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor. An estimate of total hours and/or overall costs will be provided to the Client prior to engaging for these services. B. Fee Billing Wealth Management Services Wealth management fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted from the Client’s account[s] at the beginning of the respective month. The amount due is calculated by applying the monthly rate (annual rate divided by 12) to the total assets under management with EWP at the end of the prior month. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the wealth management fee. Clients are urged to also review the brokerage statement from the Custodian, as the Custodian does not perform a verification of fees. Clients provide written authorization permitting advisory fees to be deducted by EWP to be paid directly from their account[s] held by the Custodian as part of the wealth management agreement and separate account forms provided by the Custodian. Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/  Financial Planning Services For standalone financial planning services, hourly fees may be invoiced up to fifty percent (50%) of the expected total fee upon execution of the financial planning agreement. The balance shall be invoiced upon completion of the agreed upon deliverable[s]. Annual fixed fees are invoiced semi-annually. C. Other Fees and Expenses Clients may incur certain fees or charges imposed by third parties, other than EWP, in connection with investments made on behalf of the Client’s account[s]. The Client is responsible for all custody and securities execution fees charged by the Custodian, as applicable. The Advisor's recommended Custodian does not charge securities transaction fees for ETF and equity trades in a Client's account, provided that the account meets the terms and conditions of the Custodian's brokerage requirements. However, the Custodian typically charges for mutual funds and other types of investments. The fees charged by EWP are separate and distinct from these custody and execution fees. In addition, all fees paid to EWP for investment advisory services are separate and distinct from the expenses charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are described in each fund’s prospectus. These fees and expenses will generally be used to pay management fees for the funds, other fund expenses, account administration (e.g., custody, brokerage and account reporting), and a possible distribution fee. A Client may be able to invest in these products directly, without the services of EWP, but would not receive the services provided by EWP which are designed, among other things, to assist the Client in determining which products or services are most appropriate for each Client’s financial situation and objectives. Accordingly, the Client should review both the fees charged by the fund[s] and the fees charged by EWP to fully understand the total fees to be paid. Please refer to Item 12 – Brokerage Practices for additional information. D. Advance Payment of Fees and Termination Wealth Management Services EWP is generally compensated for its wealth management services in advance of the month in which services are rendered. Either party may terminate the wealth management agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the wealth management agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client. Upon termination, the Advisor will refund any unearned, prepaid wealth management fees from the effective date of termination to the end of the month. The Client’s wealth management agreement with the Advisor is non- transferable without the Client’s prior consent. Financial Planning Services For standalone financial planning, EWP may require an advance deposit as described above. Either party may terminate the financial planning agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the financial planning agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client. Upon termination, the Client shall be billed for actual hours logged on the planning project times the contractual hourly rate. Upon termination, the Advisor will promptly refund any unearned, prepaid planning fees. The Client’s financial planning agreement with the Advisor is non-transferable without the Client’s prior consent. E. Compensation for Sales of Securities EWP does not buy or sell securities to earn commissions and does not receive any compensation for securities transactions in any Client account, other than the investment advisory fees noted above. Broker-Dealer Affiliations Certain Advisory Persons are also registered representatives of Purshe Kaplan Sterling Investments, Inc. (“PKS”). PKS is a registered broker-dealer (CRD No. 35747), member FINRA, SIPC. In one’s separate capacity as a registered representative of PKS, an Advisory Person implements securities transactions under PKS and not through the Advisor. In such instances, Advisory Persons will receive commission-based compensation in connection with the Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/  purchase and sale of securities, including 12b-1 fees for the sale of investment company products. Compensation earned by an Advisory Person in one’s capacity as a registered representative is separate and in addition to the Advisor’s advisory fees. This practice presents a conflict of interest because the Advisory Person who is a registered representative has an incentive to effect securities transactions for the purpose of generating commissions rather than solely based on the Client. Clients are not obligated to implement any recommendation provided by the Advisor nor Advisory Persons. Neither the Advisor nor Advisory Persons will earn ongoing investment advisory fees in connection with any products or services implemented in the Advisory Person’s separate capacity as a registered representative. Please see Item 10 – Other Financial Industry Activities and Affiliations. Insurance Agency Affiliations Certain Advisory Persons are also licensed insurance professionals. As an insurance professional, Advisory Persons earn commission-based compensation for selling insurance products, including insurance products sold to Clients. Insurance commissions earned by Advisory Persons are separate and in addition to the Advisor’s advisory fees. This practice presents a conflict of interest because the person providing investment advice on behalf of the Advisor who is also an insurance agent has an incentive to recommend insurance products to Clients for the purpose of generating commissions rather than solely based on Client needs. However, Clients are under no obligation to purchase insurance products through any Advisory Person affiliated with the Advisor. Please see Item 10 – Other Financial Industry Activities and Affiliations. Item 6 – Performance-Based Fees and Side-By-Side Management EWP does not charge performance-based fees for its investment advisory services. The fees charged by EWP are as described in Item 5 above and are not based upon the capital appreciation of the funds or securities held by any Client. EWP does not manage any proprietary investment funds or limited partnerships (for example, a mutual fund or a hedge fund) and has no financial incentive to recommend any particular investment options to its Clients. Item 7 – Types of Clients EWP offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses. The amount of each type of Client is available on EWP’s Form ADV Part 1A. These amounts may change over time and are updated at least annually by the Advisor. For Clients with less than $60,000 in assets under management, there is a minimum fee of $480 per household subject to the Advisor’s Discretion. Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis EWP primarily employs a fundamental analysis method in developing investment strategies for its Clients. Research and analysis from EWP are derived from numerous sources, including financial media companies, third-party research materials, Internet sources, and review of company activities, including annual reports, prospectuses, press releases and research prepared by others. Fundamental analysis utilizes economic and business indicators as investment selection criteria. This criteria consists generally of ratios and trends that may indicate the overall strength and financial viability of the entity being analyzed. Assets are deemed suitable if they meet certain criteria to indicate that they are a strong investment with a value discounted by the market. While this type of analysis helps the Advisor in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in the fundamental analysis may lose value and may have negative investment performance. The Advisor monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are included below in Item 13 – Review of Accounts. As noted above, EWP generally employs a long-term investment strategy for its Clients, as consistent with their financial goals. EWP will typically hold all or a portion of a security for more than a year, but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of Clients. At times, EWP may also buy Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/  and sell positions that are more short-term in nature, depending on the goals of the Client and/or the fundamentals of the security, sector or asset class. B. Risk of Loss Investing in securities involves certain investment risks. Securities may fluctuate in value or lose value. Clients should be prepared to bear the potential risk of loss. EWP will assist Clients in determining an appropriate strategy based on their tolerance for risk and other factors noted above. However, there is no guarantee that a Client will meet their investment goals or avoid a loss in value. While the methods of analysis help the Advisor in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in these methods of analysis may lose value and may have negative investment performance. The Advisor monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are included below in Item 13 – Review of Accounts. Each Client engagement will entail a review of the Client's investment goals, financial situation, time horizon, tolerance for risk and other factors to develop an appropriate strategy for managing a Client's account. Client participation in this process, including full and accurate disclosure of requested information, is essential for the analysis of a Client's account[s]. The Advisor shall rely on the financial and other information provided by the Client or their designees without the duty or obligation to validate the accuracy and completeness of the provided information. It is the responsibility of the Client to inform the Advisor of any changes in financial condition, goals or other factors that may affect this analysis. The risks associated with a particular strategy are provided to each Client in advance of investing Client accounts. The Advisor will work with each Client to determine their tolerance for risk as part of the portfolio construction process. Following are some of the risks associated with the Advisor’s investment strategies: Market Risks The value of a Client’s holdings may fluctuate in response to events specific to companies or markets, as well as economic, political, or social events in the U.S. and abroad. This risk is linked to the performance of the overall financial markets. ETF Risks The performance of ETFs is subject to market risk, including the possible loss of principal. The price of the ETFs will fluctuate with the price of the underlying securities that make up the funds. In addition, ETFs have a trading risk based on the loss of cost efficiency if the ETFs are traded actively and a liquidity risk if the ETFs has a large bid-ask spread and low trading volume. The price of an ETF fluctuates based upon the market movements and may dissociate from the index being tracked by the ETF or the price of the underlying investments. An ETF purchased or sold at one point in the day may have a different price than the same ETF purchased or sold a short time later. Mutual Fund Risks The performance of mutual funds is subject to market risk, including the possible loss of principal. The price of the mutual funds will fluctuate with the value of the underlying securities that make up the funds. The price of a mutual fund is typically set daily therefore a mutual fund purchased at one point in the day will typically have the same price as a mutual fund purchased later that same day. Bond Risks Bonds are subject to specific risks, including the following: (1) interest rate risks, i.e. the risk that bond prices will fall if interest rates rise, and vice versa, the risk depends on two things, the bond's time to maturity, and the coupon rate of the bond. (2) reinvestment risk, i.e. the risk that any profit gained must be reinvested at a lower rate than was previously being earned, (3) inflation risk, i.e. the risk that the cost of living and inflation increase at a rate that exceeds the income investment thereby decreasing the investor’s rate of return, (4) credit default risk, i.e. the risk associated with purchasing a debt instrument which includes the possibility of the company defaulting on its repayment obligation, (5) rating downgrades, i.e. the risk associated with a rating agency’s downgrade of the company’s rating Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/  which impacts the investor’s confidence in the company’s ability to repay its debt and (6) Liquidity Risks, i.e. the risk that a bond may not be sold as quickly as there is no readily available market for the bond. Structured Products Structured notes are not bank deposits and are not insured by the Federal Deposit Insurance Corporation or any other governmental agency. The terms and risks of each structured note vary materially depending on the nature and volatility of the referenced asset, the creditworthiness of the issuer, and the maturity of the instrument, among other factors. The general risks associated with this type of investment include, but are not limited to, non-payment risk (payment of interest and return of principal may be reduced, in whole or in part, due to underperformance of the referenced asset); counter-party risk (for reasons such as bankruptcy, the issuer of the structured note may fail to pay all or a portion of the principal and interest due on the structured note); underperformance risk (depending on market conditions, the structured note may underperform alternative allocations to traditional bonds, the referenced asset, or a combination of such investments). Structured notes are significantly riskier than conventional debt instruments. There is a risk of loss of some or all of the principal at maturity. Past performance is not a guarantee of future returns. Investing in securities and other investments involve a risk of loss that each Client should understand and be willing to bear. Clients are reminded to discuss these risks with the Advisor. Item 9 – Disciplinary Information There are no legal, regulatory or disciplinary events involving EWP or its management persons. EWP values the trust Clients place in the Advisor. The Advisor encourages Clients to perform the requisite due diligence on any advisor or service provider that the Client engages. The backgrounds of the Advisor or Advisory Persons are available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 317224. Item 10 – Other Financial Industry Activities and Affiliations Broker-Dealer Affiliations As noted in Item 5, certain Advisory Persons are also registered representatives of PKS. In one’s separate capacity as a registered representative, the Advisory Person will receive commissions for the implementation of recommendations for commissionable transactions. Clients are not obligated to implement any recommendation provided by an Advisory Person. Neither the Advisor nor Advisory Persons will earn ongoing investment advisory fees in connection with any services implemented in one’s separate capacity as a registered representative. Insurance Agency Affiliations As noted in Item 5, certain Advisory Persons are licensed insurance professionals. Implementations of insurance recommendations are separate and apart from one’s role with the Advisor. As an insurance professional, Advisory Persons receive customary commissions and other related revenues from the various insurance companies whose products are sold. Commissions generated by insurance sales do not offset regular advisory fees. This may cause a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by an Advisory Person or the Advisor. Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading A. Code of Ethics EWP has implemented a Code of Ethics (the “Code”) that defines the Advisor’s fiduciary commitment to each Client. This Code applies to all persons associated with EWP (“Supervised Persons”). The Code was developed to provide general ethical guidelines and specific instructions regarding the Advisor’s duties to each Client. EWP and its Supervised Persons owe a duty of loyalty, fairness and good faith towards each Client. It is the obligation of EWP’s Supervised Persons to adhere not only to the specific provisions of the Code, but also to the general principles that guide the Code. The Code covers a range of topics that address employee ethics and conflicts of interest. To request a copy of the Code, please contact the Advisor at (816) 373-1068. Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/  B. Personal Trading with Material Interest EWP allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. EWP does not act as principal in any transactions. In addition, the Advisor does not act as the general partner of a fund, or advise an investment company. EWP does not have a material interest in any securities traded in Client accounts. C. Personal Trading in Same Securities as Clients EWP allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. Owning the same securities that are recommended (purchase or sell) to Clients presents a conflict of interest that, as fiduciaries, must be disclosed to Clients and mitigated through policies and procedures. As noted above, the Advisor has adopted the Code to address insider trading (material non-public information controls); gifts and entertainment; outside business activities and personal securities reporting. When trading for personal accounts, Supervised Persons have a conflict of interest if trading in the same securities. The fiduciary duty to act in the best interest of its Clients can be violated if personal trades are made with more advantageous terms than Client trades, or by trading based on material non-public information. This risk is mitigated by EWP requiring reporting of personal securities trades by its Supervised Persons for review by the Chief Compliance Officer (“CCO”). The Advisor has also adopted written policies and procedures to detect the misuse of material, non-public information. D. Personal Trading at Same Time as Client While EWP allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients, such trades are typically aggregated with Client orders or traded afterwards. At no time will EWP, or any Supervised Person of EWP, transact in any security to the detriment of any Client. Item 12 – Brokerage Practices A. Recommendation of Custodian[s] EWP does not have discretionary authority to select the broker-dealer/custodian for custody and execution services. The Client will engage the broker-dealer/custodian (herein the "Custodian") to safeguard Client assets and authorize EWP to direct trades to the Custodian as agreed upon in the investment advisory agreement. Further, EWP does not have the discretionary authority to negotiate commissions on behalf of Clients on a trade-by-trade basis. Where EWP does not exercise discretion over the selection of the Custodian, it may recommend the Custodian to Clients for custody and execution services. Clients are not obligated to use the recommended Custodian and will not incur any extra fee or cost from the Advisor associated with using a custodian not recommended by EWP. However, the Advisor may be limited in the services it can provide if the recommended Custodian is not engaged. EWP may recommend the Custodian based on criteria such as, but not limited to, reasonableness of commissions charged to the Client, services made available to the Client, and its reputation and/or the location of the Custodian’s offices. The Advisor will generally recommend that Clients establish their account[s] at Raymond James & Associates, Inc. (collectively “Raymond James”), a FINRA-registered broker-dealer and member SIPC. Raymond James will serve as the Client’s “qualified custodian”. The Advisor maintains an institutional relationship with Raymond James, whereby the Advisor receives economic benefits from Raymond James. Please see Item 14 below. Following are additional details regarding the brokerage practices of the Advisor: 1. Soft Dollars - Soft dollars are revenue programs offered by broker-dealers/custodians whereby an advisor enters into an agreement to place security trades with a broker-dealer/custodian in exchange for research and other services. EWP does not participate in soft dollar programs sponsored or offered by any broker- dealer/custodian. However, the Advisor receives certain economic benefits from the Custodian. Please see Item 14 below. 2. Brokerage Referrals - EWP does not receive any compensation from any third party in connection with the recommendation for establishing an account. Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/  3. Directed Brokerage - All Clients are serviced on a “directed brokerage basis”, where EWP will place trades within the established account[s] at the Custodian designated by the Client. Further, all Client accounts are traded within their respective account[s]. The Advisor will not engage in any principal transactions (i.e., trade of any security from or to the Advisor’s own account) or cross transactions with other Client accounts (i.e., purchase of a security into one Client account from another Client’s account[s]). EWP will not be obligated to select competitive bids on securities transactions and does not have an obligation to seek the lowest available transaction costs. These costs are determined by the Custodian. B. Aggregating and Allocating Trades The primary objective in placing orders for the purchase and sale of securities for Client accounts is to obtain the most favorable net results taking into account such factors as 1) price, 2) size of the order, 3) difficulty of execution, 4) confidentiality and 5) skill required of the Custodian. EWP will execute its transactions through the Custodian as authorized by the Client. EWP may aggregate orders in a block trade or trades when securities are purchased or sold through the Custodian for multiple (discretionary) accounts in the same trading day. If a block trade cannot be executed in full at the same price or time, the securities actually purchased or sold by the close of each business day must be allocated in a manner that is consistent with the initial pre-allocation or other written statement. This must be done in a way that does not consistently advantage or disadvantage any particular Clients’ accounts. Item 13 – Review of Accounts A. Frequency of Reviews Securities in Client accounts are monitored on a regular and continuous basis by Advisory Persons and periodically by Mr. David Gilmore, Chief Compliance Officer of EWP. Formal reviews are generally conducted at least annually or more frequently depending on the needs of the Client. B. Causes for Reviews In addition to the investment monitoring noted in Item 13.A., each Client account shall be reviewed at least annually. Reviews may be conducted more frequently at the Client’s request. Accounts may be reviewed as a result of major changes in economic conditions, known changes in the Client’s financial situation, and/or large deposits or withdrawals in the Client’s account[s]. The Client is encouraged to notify EWP if changes occur in the Client’s personal financial situation that might adversely affect the Client’s investment plan. Additional reviews may be triggered by material market, economic or political events. C. Review Reports The Client will receive brokerage statements no less than quarterly from the Custodian. These brokerage statements are sent directly from the Custodian to the Client. The Client may also establish electronic access to the Custodian’s website so that the Client may view these reports and their account activity. Client brokerage statements will include all positions, transactions and fees relating to the Client’s account[s]. The Advisor may also provide Clients with periodic reports regarding their holdings, allocations, and performance. Item 14 – Client Referrals and Other Compensation A. Compensation Received by EWP EWP is a fee-based advisory firm, that is compensated solely by its Clients and not from any investment product. EWP does not receive commissions or other compensation from product sponsors, broker-dealers or any un-affiliated third party related to advisory accounts. However, as noted previously, certain employees may receive commission- based compensation in connection with the purchase and sale of securities, including 12b-1 fees for the sale of investment company products, or in connection with the sale of insurance products. Additionally, EWP may refer Clients to various unaffiliated, non-advisory professionals (e.g. attorneys, accountants, estate planners) to provide certain financial services necessary to meet the goals of its Clients. Likewise, EWP may receive non-compensated referrals of new Clients from various third-parties. Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/  Participation in Institutional Advisor Platform The Advisor has established an institutional relationship with Raymond James to assist the Advisor in managing Client account[s]. The Advisor receives access to software and related support because the Advisor renders investment management services to Clients that maintain assets at Raymond James. The software and related systems support may benefit the Advisor, but not its Clients directly. In fulfilling its duties to its Clients, the Advisor endeavors at all times to put the interests of its Clients first. Clients should be aware, however, that the receipt of economic benefits from a Custodian creates a conflict of interest since these benefits may influence the Advisor's recommendation of this Custodian over one that does not furnish similar software, systems support, or services. Additionally, the Advisor has the following benefits from Raymond James: financing services, receipt of duplicate Client confirmations and bundled duplicate statements; access to a trading desk that exclusively services its institutional participants; access to block trading which provides the ability to aggregate securities transactions and then allocate the appropriate shares to Client accounts; and access to an electronic communication network for Client order entry and account information. B. Client Referrals from Promoters EWP does not compensate, either directly or indirectly, any persons who are not supervised persons for Client referrals Item 15 – Custody EWP does not accept or maintain custody of Client accounts, except for the limited circumstances outlined below: Deduction of Advisory Fees - To ensure compliance with regulatory requirements associated with the deduction of advisory fees, all Clients for whom EWP exercises discretionary authority must hold their assets with a "qualified custodian." Clients are responsible for engaging a “qualified custodian” to safeguard their funds and securities and must instruct EWP to utilize that Custodian for securities transactions on their behalf. Clients are encouraged to review statements provided by the Custodian and compare to any reports provided by EWP to help ensure accuracy, as the Custodian does not perform this review. Item 16 – Investment Discretion EWP generally has discretion over the selection and amount of securities to be bought or sold in Client accounts without obtaining prior consent or approval from the Client. However, these purchases or sales may be subject to specified investment objectives, guidelines, or limitations previously set forth by the Client and agreed to by EWP. Discretionary authority will only be authorized upon full disclosure to the Client. The granting of such authority will be evidenced by the Client's execution of an investment advisory agreement containing all applicable limitations to such authority. All discretionary trades made by EWP will be in accordance with each Client's investment objectives and goals. Item 17 – Voting Client Securities EWP does not accept proxy-voting responsibility for any Client. Clients will receive proxy statements directly from the Custodian. The Advisor will assist in answering questions relating to proxies, however, the Client retains the sole responsibility for proxy decisions and voting. Item 18 – Financial Information Neither EWP, nor its management, have any adverse financial situations that would reasonably impair the ability of EWP to meet all obligations to its Clients. Neither EWP, nor any of its Advisory Persons, have been subject to a bankruptcy or financial compromise. EWP is not required to deliver a balance sheet along with this Disclosure Brochure as the Advisor does not collect advance fees of $1,200 or more for services to be performed six months or more in the future. Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/  Privacy Policy Effective: March 26, 2026 As required by applicable law, we deliver a Privacy Policy to all of our clients upon establishing a relationship with them and annually thereafter, in order for our clients to understand how we use the information we gather from them. When performing services for clients, we may collect non-public personal information such as: Information received in conversations, discussions and interviews.  Information received on applications, forms, or other written documents.  Information received from third parties on a client’s behalf.  This information may include name, address, social security number, assets, etc. Although our own outside service providers may have access to your information for normal operational purposes (e.g. offsite electronic file storage, etc.), it is our policy not to disclose any non-public personal information about any client or former client except as may be required or permitted by law, or except as otherwise detailed in this policy. We may also use certain artificial intelligence tools (AI) for various business or client related purposes (such as recording and summarizing meetings), but we have strict policies related to the use of AI including the tools which may be used and the use and retention of results, and we allow client to opt out of meeting recordings. Disclosures which may be permitted may include the following:  Instances where a client or former client has authorized us to work with service providers such as attorneys, accountants, and other investment advisors.  Instances where a client or former client has authorized us to disclose information to third parties that assist in processing client transactions or in servicing client accounts. Instances where required by law (e.g. courts, government entities, regulators, etc.  Clients and former clients may opt out of our sharing of information with most of the aforementioned outside parties by notifying us by telephone, mail, fax, email or in person. We take our responsibility to protect the privacy of our current and former clients and their information very seriously. In addition to this privacy policy, we maintain physical, electronic, procedural and other safeguards in order to protect all client information from unauthorized access, as well as to detect and respond to security breaches. Should a breach occur, our policy is to notify affected individuals when required within 30 days of discovery. If you have any questions about our practices, or more specifically about our privacy policy, please contact us at (816) 373-1068 and we will be happy to give you additional details. Equity Wealth Partners, LLC 4700 S Cedar Crest Ct, Independence, MO 64055 Phone: (816) 373-1068 | (816) 373-5859 https://www.equitywp.com/