Evexia Wealth, LLC

Evexia Wealth, LLC Form ADV Part 2A – Disclosure Brochure Effective: March 3, 2026 this Disclosure Brochure, please contact the Advisor at This Form ADV Part 2A (“Disclosure Brochure”) provides information about the qualifications and business practices of Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”). If you have any questions about the content of (715) 344-9496 or by email at myteam@evexiawealth.com. Evexia Wealth is a registered investment advisor with the U.S. Securities and Exchange Commission. The information in this Disclosure Brochure has not been approved or verified by the U.S. Securities and Exchange Commission (“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 Evexia Wealth to assist you in determining whether to retain the Advisor. Additional information about Evexia Wealth and its Advisory Persons is available on the SEC’s website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 323788. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com/  Item 2 – Material Changes Form ADV 2 is divided into two parts: Part 2A (the "Disclosure Brochure") and Part 2B (the "Brochure Supplement"). The Disclosure Brochure provides information about a variety of topics relating to an Advisor’s business practices and conflicts of interest. The Brochure Supplement provides information about the Advisory Persons of Evexia Wealth. For convenience, the Advisor has combined these documents into a single disclosure document. Evexia Wealth believes that communication and transparency are the foundation of its relationship with clients and will continually strive to provide you with complete and accurate information at all times. Evexia Wealth encourages all current and prospective clients to read this Disclosure Brochure and discuss any questions you may have with the Advisor. Material Changes The following material changes have been made to this disclosure brochure since the last amendment filing on November 25, 2025: ● The Advisor has a specific model that is charged a rate that differs from its standard advisory fee schedule. Please see Item 5 for additional details. ● The Advisor has updated its maximum financial planning fee. Please see Item 5 for additional information. ● The Advisor no longer engages WiserAdvisor for Client referrals. Future Changes From time to time, the Advisor may amend this Disclosure Brochure to reflect changes in business practices, changes in regulations or routine annual updates as required by the securities regulators. This complete Disclosure Brochure or a Summary of Material Changes shall be provided to you annually and if a material change occurs. At any time, you may view the current Disclosure Brochure on-line at the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 323788. You may also request a copy of this Disclosure Brochure at any time by contacting the Advisor at (715) 344-9496 or by email at myteam@evexiawealth.com. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 2  Item 3 – Table of Contents 1 Item 1 – Cover Page Item 2 – Material Changes ..................................................................................................................................... 2 Item 3 – Table of Contents .................................................................................................................................... 3 Item 4 – Advisory Services.................................................................................................................................... 4 Item 5 – Fees and Compensation ......................................................................................................................... 6 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 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 .............. 11 Item 12 – Brokerage Practices ............................................................................................................................ 11 Item 13 – Review of Accounts............................................................................................................................. 12 Item 14 – Client Referrals and Other Compensation ........................................................................................ 13 Item 15 – Custody................................................................................................................................................. 13 Item 16 – Investment Discretion ......................................................................................................................... 14 Item 17 – Voting Client Securities ...................................................................................................................... 14 Item 18 – Financial Information .......................................................................................................................... 14 Form ADV Part 2B – Brochure Supplements .................................................................................................... 15 Privacy Policy ....................................................................................................................................................... 38 Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 3  Item 4 – Advisory Services A. Firm Information Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The Advisor is organized as a Limited Liability Company (LLC) under the laws of the State of Wisconsin. Evexia Wealth was founded in May 2018 and is owned and operated by Benjamin A. Laws (Chief Executive Officer) and Jenna R. Laws (Chief Compliance Officer), under Live Max Ventures, LLC. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Evexia Wealth. B. Advisory Services Offered Evexia Wealth 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. Evexia Wealth'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. Investment Management Services Evexia Wealth provides customized investment advisory solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and related advisory services. Evexia Wealth works closely with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio strategy. Evexia Wealth will then construct an investment portfolio, primarily utilizing exchange-traded funds (“ETFs”), individual equities, mutual funds and individual fixed income securities to achieve the Client’s investment goals. The Advisor may also utilize other types of investments, as appropriate, to meet the needs of the Client. 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. Evexia Wealth’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. Evexia Wealth will construct, implement and monitor the portfolio to 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. Evexia Wealth evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. Evexia Wealth may recommend, on occasion, redistributing investment allocations to diversify the portfolio. Evexia Wealth 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. Evexia Wealth 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 Evexia Wealth 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. Retirement Accounts – When the Advisor provides investment advice to Clients regarding ERISA retirement accounts or individual retirement accounts (“IRAs”), the Advisor is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. When deemed to be in the Client’s best interest, the Advisor will Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 4  provide investment advice to a Client regarding a distribution from an ERISA retirement account or to roll over the assets to an IRA, or recommend a similar transaction including rollovers from one ERISA sponsored Plan to another, one IRA to another IRA, or from one type of account to another account (e.g. commission-based account to fee-based account). Such a recommendation creates a conflict of interest if the Advisor will earn a new (or increase its current) advisory fee as a result of the transaction. No client is under any obligation to roll over a retirement account to an account managed by the Advisor. Financial Planning Services Evexia Wealth will typically provide a variety of financial planning and consulting services to Clients, 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. Evexia Wealth may also refer Clients to an accountant, attorney or other specialists, as appropriate for their unique situation. For certain 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. 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 Evexia Wealth 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 – Evexia Wealth, in connection with the Client, will develop a strategy that seeks to achieve the Client’s goals and objectives. ● Asset Allocation – Evexia Wealth 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 – Evexia Wealth will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client. ● Investment Management and Supervision – Evexia Wealth will provide investment management and ongoing oversight of the Client’s investment portfolio. D. Wrap Fee Programs Evexia Wealth does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by Evexia Wealth. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 5  E. Assets Under Management As of December 31, 2025, Evexia Wealth manages $ 386,112,934 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. 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 or more written agreements with the Advisor. A. Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement. Investment advisory fees are based on the market value of assets under management at the end of the prior calendar quarter, including any month-end accruals of dividends and interest. Investment advisory fees range from 0.70% to 2.00% annually. Investment advisory fees are based on the following schedule or a fixed annual rate: Assets Under Management ($) Annual Rate (%) Up to $100,000 $100,0001 to $250,000 $250,001 to $1,000,000 $1,000,001 to $3,000,000 $3,000,001 to $5,000,000 $5,000,001 to $7,000,000 $7,000,001 to $10,000,000 $10,000,001 and above 2.00% 1.75% 1.50% 1.25% 1.00% 0.90% 0.80% 0.70% Evexia Wealth Income Reserve Model Evexia Wealth also provides a specific income reserve model to Clients which deter from the investment advisory fee schedule listed above. Clients who utilize this model will pay the Advisor a quarterly investment advisory fee in accordance with the fee schedule listed below. Furthermore, specific accounts within this model will be listed out in Schedule A of the advisory agreement. Model Portfolio Income Reserve Model Annual Rate (%) 0.25% Evexia Income Alpha and Green Income Alpha Models Evexia Wealth also provides specific model portfolios to Clients which deter from the investment advisory schedule listed above. Clients who utilize these models will pay the Advisor a quarterly investment advisory fee in accordance with the fee schedule listed below. Furthermore, specific accounts within this model will be listed out in Schedule A of the advisory agreement. Assets Under Management ($) Up to $5,000,000 $5,000,001 to $7,000,000 $7,000,001 to $10,000,000 $10,000,001 and Above Annual Rate (%) 1.00% 0.90% 0.80% 0.70% The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor to achieve the lowest fee rate in the above schedule. The Advisor may offer certain Clients or accounts a fixed annual rate. All securities held in accounts managed by Evexia Wealth will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the Custodian’s valuation to ensure accurate billing. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 6  The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and other related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the Advisor shall not receive any portion of these commissions, fees, and costs. Financial Planning Services Evexia Wealth offers project-based financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees range up to $300 per hour. Fixed project fees are based on the expected number of hours to complete the engagement at the Advisor’s hourly rate. Ongoing financial planning engagements range from $1,800 to $30,000 annually. 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 for total hours and/or total costs will be provided to the Client prior to engaging for these services. B. Fee Billing Investment Management Services Investment advisory 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 quarter. The amount due is calculated by applying the quarterly rate (annual rate divided by 4) to the total assets under management with Evexia Wealth at the end of the prior quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the investment advisory fee. Clients are urged to also review and compare the statement provided by the Advisor to 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 Evexia Wealth to be paid directly from their account[s] held by the Custodian as part of the investment advisory agreement and separate account forms provided by the Custodian. Financial Planning Services Project-based financial planning 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]. Ongoing financial planning engagements are billed in advance of each month or quarter. C. Other Fees and Expenses Clients may incur certain fees or charges imposed by third parties, other than Evexia Wealth, 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 Evexia Wealth are separate and distinct from these custody and execution fees. In addition, all fees paid to Evexia Wealth 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 Evexia Wealth, but would not receive the services provided by Evexia Wealth 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 Evexia Wealth 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 Investment Management Services Evexia Wealth may be compensated for its investment management services in advance of the quarter in which services are rendered. Either party may terminate the investment advisory agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the investment advisory 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 Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 7  due and payable by the Client. Upon termination, the Advisor will refund any unearned, prepaid investment advisory fees from the effective date of termination to the end of the quarter. The Client’s investment advisory agreement with the Advisor is non-transferable without the Client’s prior consent. Financial Planning Services Evexia Wealth is partially compensated for its financial planning services in advance of the quarter in which services are rendered. 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 a project- based planning project times the contractual hourly rate or in the case of a fixed project-fee engagement, the percentage of the engagement scope completed by the Advisor. Ongoing planning engagements will be pro-rated based on the remaining number of days in the month or quarter. Upon termination, the Advisor will 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 Evexia Wealth 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. Insurance Agency Affiliations Certain Advisory Persons are also licensed as independent insurance professionals. As an independent insurance professional, an Advisory Person will earn commission-based compensation for selling insurance products, including insurance products offered to Clients. Insurance commissions earned by these Advisory Persons are separate and in addition to Evexia Wealth’s advisory fees. This practice presents a conflict of interest as the Advisory Person has an incentive to recommend insurance products to Clients for the purpose of generating commissions rather than solely based on the Client’s needs. Clients are under no obligation, contractually or otherwise, to purchase insurance products through any Advisory Person affiliated with the Advisor. Please see item 10 below. Item 6 – Performance-Based Fees and Side-By-Side Management Evexia Wealth does not charge performance-based fees for its investment advisory services. The fees charged by Evexia Wealth are as described in Item 5 above and are not based upon the capital appreciation of the funds or securities held by any Client. Evexia Wealth 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 Evexia Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, and small businesses. Evexia Wealth generally does not impose a minimum relationship size. Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis Evexia Wealth primarily employs fundamental analysis in developing investment strategies for its Clients. Research and analysis from Evexia Wealth 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 Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 8  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, Evexia Wealth generally employs a long-term investment strategy for its Clients, as consistent with their financial goals. Evexia Wealth 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, Evexia Wealth may also buy 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. Evexia Wealth 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. 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. The Advisor may invest Client assets in ETFs with digital assets as part of their underlying investments. Digital assets are highly speculative and volatile investments that may become illiquid at any time. Digital assets are loosely regulated. Clients could lose the entire value of their investment in digital assets and is only suitable for Clients with a high-risk tolerance. Clients are not invested directly into digital assets. The Advisor may also invest Client assets in ETFs where options contracts are utilized. Investments in options contracts have the risk of losing value in a relatively short period of time. Option contracts are leveraged instruments that allow the holder of a single contract to control many shares of an underlying stock. This leverage can compound gains or losses. The Advisor does not write options contracts for Client accounts. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 9  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 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. 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. Margin Borrowings The use of short-term margin borrowings may result in certain additional risks to a Client. For example, if securities pledged to brokers to secure a Client's margin accounts decline in value, the Client could be subject to a "margin call", pursuant to which it must either deposit additional funds with the broker or be the subject of mandatory liquidation of the pledged securities to compensate for the decline in value. 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 the There are no legal, regulatory or disciplinary events involving Evexia Wealth or its management persons. Evexia Wealth 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 Investment Adviser Public Disclosure website at or Advisory Persons are available on www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 323788. Item 10 – Other Financial Industry Activities and Affiliations Insurance Agency Affiliations As noted in Item 5, certain Advisory Persons are also licensed insurance professionals. Implementations of insurance recommendations are separate and apart from an Advisory Person’s role with Evexia Wealth. As an insurance professional, the Advisory Person will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Advisory Persons are not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This presents 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. Evexia Accounting, LLC The Advisor is affiliated through common control and ownership with Evexia Accounting, LLC (“Evexia Accounting”). Evexia Accounting provides tax and accounting services. The Advisor may recommend that Clients utilize the services of Evexia Accounting, which are separate and distinct from the advisory services provided by the Advisor. The tax and accounting services through Evexia Accounting are provided as a separate service and fee. Clients are under no obligation to utilize the services offered by Evexia Accounting. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 10  Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading A. Code of Ethics Evexia Wealth 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 Evexia Wealth (“Supervised Persons”). The Code was developed to provide general ethical guidelines and specific instructions regarding the Advisor’s duties to each Client. Evexia Wealth and its Supervised Persons owe a duty of loyalty, fairness and good faith towards each Client. It is the obligation of Evexia Wealth’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 (715) 344- 9496 or via email at myteam@evexiawealth.com. B. Personal Trading with Material Interest Evexia Wealth allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. Evexia Wealth 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. Evexia Wealth does not have a material interest in any securities traded in Client accounts. C. Personal Trading in Same Securities as Clients Evexia Wealth 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 Evexia Wealth 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 Evexia Wealth 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 Evexia Wealth, or any Supervised Person of Evexia Wealth, transact in any security to the detriment of any Client. Item 12 – Brokerage Practices A. Recommendation of Custodian[s] Evexia Wealth 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 Evexia Wealth to direct trades to the Custodian as agreed upon in the investment advisory agreement. Further, Evexia Wealth does not have the discretionary authority to negotiate commissions on behalf of Clients on a trade-by-trade basis. Where Evexia Wealth 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 Evexia Wealth. However, the Advisor may be limited in the services it can provide if the recommended Custodian is not engaged. Evexia Wealth 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. Evexia Wealth will generally recommend that Clients establish their account[s] at Charles Schwab & Co., Inc. (“Schwab”), a FINRA-registered broker-dealer and member SIPC. Schwab will serve as the Client’s “qualified custodian”. Evexia Wealth maintains an institutional Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 11  relationship with Schwab, whereby the Advisor receives economic benefits from Schwab. 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. Evexia Wealth 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 – Evexia Wealth does not receive any compensation from any third party in connection with the recommendation for establishing an account. 3. Directed Brokerage – All Clients are serviced on a “directed brokerage basis”, where Evexia Wealth 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]). Evexia Wealth 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. Evexia Wealth will execute its transactions through the Custodian as authorized by the Client. Evexia Wealth 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 of Evexia Wealth and periodically by the CCO. 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 Evexia Wealth 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. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 12  Item 14 – Client Referrals and Other Compensation A. Compensation Received by Evexia Wealth Evexia Wealth 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, Evexia Wealth may receive non-compensated referrals of new Clients from various third-parties. Participation in Institutional Advisor Platform Evexia Wealth has established an institutional relationship with Schwab through its “Schwab Advisor Services” unit, a division of Schwab dedicated to serving independent advisory firms like Evexia Wealth. As a registered investment advisor participating on the Schwab Advisor Services platform, Evexia Wealth receives access to software and related support without cost because the Advisor renders investment management services to Clients that maintain assets at Schwab. Services provided by Schwab Advisor Services benefit the Advisor and many, but not all services provided by Schwab will benefit Clients. 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 potential 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. Services that Benefit the Client – Schwab’s institutional brokerage services include access to a broad range of investment products, execution of securities transactions, and custody of Client’s funds and securities. Through Schwab, the Advisor may be able to access certain investments and asset classes that the Client would not be able to obtain directly or through other sources. Further, the Advisor may be able to invest in certain mutual funds and other investments without having to adhere to investment minimums that might be required if the Client were to directly access the investments. Services that May Indirectly Benefit the Client – Schwab provides participating advisors with access to technology, research, discounts and other services. In addition, the Advisor receives duplicate statements for Client accounts, the ability to deduct advisory fees, trading tools, and back office support services as part of its relationship with Schwab. These services are intended to assist the Advisor in effectively managing accounts for its Clients, but may not directly benefit all Clients. Services that May Only Benefit the Advisor – Schwab also offers other services and financial support to Evexia Wealth that may not benefit the Client, including: educational conferences and events, financial start-up support, consulting services and discounts for various service providers. Access to these services creates a financial incentive for the Advisor to recommend Schwab, which results in a conflict of interest. Evexia Wealth believes, however, that the selection of Schwab as Custodian is in the best interests of its Clients. B. Compensation for Client Referrals Evexia Wealth does not compensate, either directly or indirectly, any persons who are not supervised persons, for Client referrals. Item 15 – Custody The Advisor is authorized to deduct its fees from the Client’s account[s] at the Custodian. The Client must place all assets with a “qualified custodian”. The Client is required to engage the Custodian to retain all funds and securities and direct the Advisor to utilize that Custodian for security transactions in the account[s]. The Client should review statements provided by the Custodian, as the Custodian does not perform this review. For more information about custodians and brokerage practices, see Item 12 – Brokerage Practices. If the Client gives the Advisor authority to move money from one account to another account, the Advisor may have custody of those assets. In order to avoid additional regulatory requirements, the Custodian and the Advisor have adopted safeguards to ensure that the money movements are completed in accordance with the Client’s instructions. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 13  Item 16 – Investment Discretion Evexia Wealth 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 Evexia Wealth. 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 Evexia Wealth will be in accordance with each Client's investment objectives and goals. Item 17 – Voting Client Securities Evexia Wealth 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 Evexia Wealth, nor its management, have any adverse financial situations that would reasonably impair the ability of Evexia Wealth to meet all obligations to its Clients. Neither Evexia Wealth, nor any of its Advisory Persons, have been subject to a bankruptcy or financial compromise. Evexia Wealth 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. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 14  Form ADV Part 2B – Brochure Supplement for Benjamin A. Laws, FIC CEO, Wealth Coach Effective: March 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Benjamin A. Laws (CRD# 4671932) in addition to the information contained in the Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (715) 344-9496. Additional information about Mr. Laws is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 4671932. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 15  Item 2 – Educational Background and Business Experience Benjamin A. Laws, born in 1982, is dedicated to advising Clients of Evexia Wealth as the CEO, Wealth Coach. Mr. Laws attended Luther College in 2005. Additional information regarding Mr. Laws’s employment history is included below. Employment History: President and Board Member, 16 Days, Inc. CEO, Wealth Coach, Evexia Wealth, LLC Co-Founder, CEO, Evexia Accounting, LLC Wealth Advisor, Thrivent Advisor Network, LLC d/b/a Evexia Wealth Registered Representative, Purshe Kaplan Sterling Investments, Inc. Financial Advisor, Thrivent Investment Management, Inc. 07/2024 to Present 01/2023 to Present 11/2022 to Present 09/2019 to 02/2023 09/2019 to 01/2023 05/2004 to 09/2019 Fraternal Insurance Counselor - FIC Designation granted by the Fraternal Field Managers Association (FFMA). The designation is awarded after completion of courses on fraternal benefit societies, ethics and fundamentals of life insurance and estate planning for individuals, families and businesses. An individual is required to work for a minimum of 12 consecutive months with a fraternal benefit society that is a member of the American Fraternal Alliance and the FFMA. Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Laws. Mr. Laws has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Laws. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Laws. However, we do encourage you to independently view the background of Mr. Laws on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 4671932. Item 4 – Other Business Activities Insurance Agency Affiliations Mr. Laws is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Mr. Laws’s role with Evexia Wealth. As an insurance professional, Mr. Laws will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Laws is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Laws or the Advisor. Mr. Laws spends approximately 10% of his time per month in this capacity. Evexia Accounting, LLC Mr. Laws is a Co-Founder and CEO of Evexia Accounting, LLC (“Evexia Accounting”). Evexia Accounting provides tax and accounting services. Mr. Laws may recommend that Clients utilize the services of Evexia Accounting, which are separate and distinct from the advisory services provided by the Advisor. The tax and accounting services through Evexia Accounting are provided as a separate service and fee. Clients are under no obligation to utilize the services offered by Evexia Accounting. Mr. Laws spends approximately 10% of his time per month in this capacity. 16 Days, Inc. Mr. Laws is also a President and Board Member of 16 Days, Inc. a 501(c)(3) NICU charity. The mission of 16 Days, Inc. is to give the gift of time to parents with critically ill babies in the NICU in the form of 16 day grants, Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 16  freeing parents from the burden of choosing between paying bills and being with their babies. Mr. Laws is responsible for the charity’s vision, board meetings, and employee meetings. Mr. Laws does not receive compensation from his involvement with 16 Days, Inc. and spends approximately 5% of his time per month in this capacity. MaxLife, LLC Mr. Laws is also an owner of MaxLife, LLC. MaxLife, LLC provides one on one coaching services to entrepreneurs and creates podcast episodes. Mr. Laws is responsible for recording weekly podcasts and meet with clients one on one. MaxLife, LLC is not investment-related. Mr. Laws has 50% ownership in MaxLife, LLC and compensation passes through the LLC. Mr. Laws spends approximately 10% of his time per month in this capacity. MaxFlight, LLC Mr. Laws is also an owner and pilot for MaxFlight, LLC. MaxFlight, LLC owns airplanes and leases them out to other LLCs. MaxFlight, LLC is not investment-related. Mr. Laws has 50% ownership in MaxFlight, LLC and compensation is based on the earnings of the company. Mr. Laws spends approximately 6% of his time per month in this capacity. SOM Stays, LLC Mr. Laws is also a member of SOM Stays, LLC. SOM Stays, LLC is a short-term rental management company. SOM Stays, LLC is not investment-related. Mr. Laws receives compensation based on company earnings. Mr. Laws spends no time per month in this capacity. Elation Lab, LLC Mr. Laws is also a member of Elation Lab, LLC. Elation Lab, LLC is a Promotional video company. Elation Lab, LLC is not investment-related. Mr. Laws is responsible for marketing Elation Labs, LLC. Mr. Laws has 50% ownership in Elatio Lab, LLC and compensation is based on the earnings of the company. Ms. Laws spends <1% of his time per month in this capacity. Laws Family Farm, LLC Mr. Laws is also a member of Laws Family Farm, LLC. Laws Family Farm, LLC is a family-owned farm that is rented to local farmers. Laws Family Farm, LLC is not investment-related. Mr. Laws has ownership interest in Laws Family Farm, LLC and compensation is based on rental income. Mr. Laws spends no time per month in this capacity. Benny’s Place, LLC Mr. Laws is also a member of Benny’s Place, LLC. Benny’s Place, LLC is a short-term vacation rental entity. Benny’s Place, LLC is not investment-related. Mr. Laws has 50% ownership in Benny’s Place, LLC and compensation is based on the earnings of the business. Mr. Laws spends approximately 0% of his time per month in this capacity. Item 5 – Additional Compensation Mr. Laws has additional business activities where compensation is received that are detailed in Item 4 above. Item 6 – Supervision Mr. Laws serves as the CEO, Wealth Coach of Evexia Wealth and is supervised by Jenna Laws, the Chief Compliance Officer. Ms. Laws can be reached at (715) 344-9496. Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced or unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 17  Form ADV Part 2B – Brochure Supplement for Jenna R. Laws, CFA®, CFP® Chief Compliance Officer Effective: March 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Jenna R. Laws, CFA®, CFP® (CRD# 5680395), in addition to the information contained in the Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (715) 344-9496. Additional information about Ms. Laws is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 5680395. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 18  Item 2 – Educational Background and Business Experience Jenna R. Laws, CFA®, CFP®, born in 1985, is dedicated to advising Clients of Evexia Wealth as the Chief Compliance Officer. Ms. Laws majored in Economics with a minor in Finance from the University of Florida in 2007. Additional information regarding Ms. Laws’ employment history is included below. Employment History: Vice President & Board Member, 16 Days, Inc. Chief Compliance Officer, Evexia Wealth, LLC Co-Founder, Evexia Accounting, LLC Wealth Advisor, Thrivent Advisor Network, LLC d/b/a Evexia Wealth Financial Advisor, Thrivent Investment Management, Inc. 07/2024 to Present 01/2023 to Present 11/2022 to Present 09/2019 to 02/2023 09/2009 to 09/2019 Chartered Financial Analyst (“CFA®”) The Chartered Financial Analyst (“CFA®”) charter is a professional designation established in 1962 and awarded by CFA® Institute. To earn the CFA® charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA® Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA® charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA® Institute Code of Ethics and Standards of Professional Conduct. CFA® is a trademark owned by CFA® Institute. CERTIFIED FINANCIAL PLANNER® Professional I am certified for financial planning services in the United States by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Therefore, I may refer to myself as a CERTIFIED FINANCIAL PLANNER® professional or a CFP® professional, and I may use these and the other certification marks (the “CFP Board Certification Marks”) that Certified Financial Planner Board of Standards Center for Financial Planning, Inc. has licensed to CFP Board in the United States. The CFP® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP® certification. You may find more information about the CFP® certification at www.cfp.net. CFP® professionals have met the CFP Board’s high standards for education, examination, experience, and ethics. To become a CFP® professional, an individual must fulfill the following requirements: • Education – Earn a bachelor’s degree or higher from an accredited college or university and complete CFP Board-approved coursework at a college or university through a CFP Board Registered Program. The coursework covers the financial planning subject areas CFP Board has determined are necessary for the competent and professional delivery of financial planning services, as well as a comprehensive financial plan development capstone course. A candidate may satisfy some of the coursework requirements through other qualifying credentials. CFP Board implemented the bachelor’s degree or higher requirement in 2007 and the financial planning development capstone course requirement in March 2012. Therefore, a CFP® professional who first became certified before those dates may not have earned a bachelor’s or higher degree or completed a financial planning development capstone course. • Examination – Pass the comprehensive CFP® Certification Examination. The examination is designed to assess an individual’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations. • Experience – Complete 6,000 hours of professional experience related to the personal financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements. • Ethics – Satisfy the Fitness Standards for Candidates for CFP® Certification and Former CFP® Professionals Seeking Reinstatement and agree to be bound by CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), which sets forth the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements to remain certified and maintain the right to continue to use the CFP Board Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 19  Certification Marks: • Ethics – Commit to complying with the CFP Board’s Code and Standards. This includes a commitment to the CFP Board, as part of the certification, to act as a fiduciary, and therefore, act in the best interests of the client, at all times when providing financial advice and financial planning. CFP Board may sanction a CFP® professional who does not abide by this commitment, but CFP Board does not guarantee a CFP® professional's services. A client who seeks a similar commitment should obtain a written engagement that includes a fiduciary obligation to the client. • Continuing Education – Complete 30 hours of continuing education every two years to maintain competence, demonstrate specified levels of knowledge, skills, and abilities, and keep up with developments in financial planning. Two of the hours must address the Code and Standards. Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Ms. Laws. Ms. Laws has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Ms. Laws. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Ms. Laws. However, we do encourage you to independently view the background of Ms. Laws on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 5680395. Item 4 – Other Business Activities Insurance Agency Affiliations Ms. Laws is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Ms. Laws’ role with Evexia Wealth. As an insurance professional, Ms. Laws will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Ms. Laws is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Ms. Laws or the Advisor. Ms. Laws spends approximately 10% of her time per month in this capacity. Evexia Accounting, LLC Ms. Laws is also a Co-Founder of Evexia Accounting, LLC (“Evexia Accounting”). Evexia Accounting provides tax and accounting services. Ms. Laws may recommend that Clients utilize the services of Evexia Accounting, which are separate and distinct from the advisory services provided by the Advisor. The tax and accounting services through Evexia Accounting are provided as a separate service and fee. Clients are under no obligation to utilize the services offered by Evexia Accounting. Ms. Laws spends approximately 10% of her time per month in this capacity. 16 Days, Inc. Ms. Laws is also a Vice President and Board Member of 16 Days, Inc. a 501(c)(3) NICU charity. The mission of 16 Days, Inc.is to give the gift of time to parents with critically ill babies in the NICU in the form of 16 day grants, freeing parents from the burden of choosing between paying bills and being with their babies. Ms. Laws is responsible for the charity’s vision, board meetings, and employee meetings. Ms. Laws does not receive compensation from her involvement with 16 Days, Inc. and spends approximately 5% of her time per month in this capacity. MaxLife, LLC Ms. Laws is also an owner of MaxLife, LLC. MaxLife, LLC provides one on one coaching services to entrepreneurs and creates podcast episodes. Ms. Laws is responsible for maintaining social media accounts. MaxLife, LLC is Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 20  not investment-related. Ms. Laws has 50% ownership in MaxLife, LLC and compensation passes through the LLC. Ms. Laws spends approximately 4% of her time per month in this capacity. SOM Stays, LLC Ms. Laws is also a member of SOM Stays, LLC. SOM Stays, LLC is a short-term rental management company. SOM Stays, LLC is not investment-related. Ms. Laws receives compensation based on company earnings. Ms. Laws spends no time per month in this capacity. Benny’s Place, LLC Ms. Laws is also a member of Benny’s Place, LLC. Benny’s Place, LLC is a short-term vacation rental entity. Benny’s Place, LLC is not investment-related. Ms. Laws has 50% ownership in Benny’s Place, LLC and compensation is based on the earnings of the business. Ms. Laws spends approximately 9% of her time per month in this capacity. Laws Family Farm, LLC Ms. Laws is also a member of Laws Family Farm, LLC. Laws Family Farm, LLC is a family owned farm that is rented to a local farmer. Laws Family Farm, LLC is not investment-related. Ms. Laws has ownership interest in Laws Family Farm, LLC and compensation is based on rental income. Ms. Laws spends no time per month in this capacity. Item 5 – Additional Compensation Ms. Laws has additional business activities where compensation is received that are detailed in Item 4 above. Item 6 – Supervision Ms. Laws serves as the Chief Compliance Officer of Evexia Wealth. Ms. Laws can be reached at (715) 344-9496. Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced or unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 21  Form ADV Part 2B – Brochure Supplement for Joseph T. Watson, CFP® Wealth Coach Effective: March 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Joseph T. Watson, CFP® (CRD# 4710432), in addition to the information contained in the Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (715) 344-9496. Additional information about Mr. Watson is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 4710432. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 22  Item 2 – Educational Background and Business Experience Joseph T. Watson, CFP®, born in 1971, is dedicated to advising Clients of Evexia Wealth as a Wealth Coach. Mr. Watson earned a BA in Public Relations from the University of Wisconsin - Whitewater in 1996. Additional information regarding Mr. Watson’s employment history is included below. Employment History: Wealth Coach, Evexia Wealth, LLC Wealth Coach, Thrivent Advisor Network, LLC d/b/a Evexia Wealth Registered Representative, Purshe Kaplan Sterling Investments, Inc. Financial Advisor, Thrivent Investment Management Inc. 01/2023 to Present 11/2020 to 02/2023 01/2021 to 01/2023 10/2003 to 01/2021 CERTIFIED FINANCIAL PLANNER® Professional I am certified for financial planning services in the United States by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Therefore, I may refer to myself as a CERTIFIED FINANCIAL PLANNER® professional or a CFP® professional, and I may use these and the other certification marks (the “CFP Board Certification Marks”) that Certified Financial Planner Board of Standards Center for Financial Planning, Inc. has licensed to CFP Board in the United States. The CFP® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP® certification. You may find more information about the CFP® certification at www.cfp.net. CFP® professionals have met the CFP Board’s high standards for education, examination, experience, and ethics. To become a CFP® professional, an individual must fulfill the following requirements: • Education – Earn a bachelor’s degree or higher from an accredited college or university and complete CFP Board-approved coursework at a college or university through a CFP Board Registered Program. The coursework covers the financial planning subject areas CFP Board has determined are necessary for the competent and professional delivery of financial planning services, as well as a comprehensive financial plan development capstone course. A candidate may satisfy some of the coursework requirements through other qualifying credentials. CFP Board implemented the bachelor’s degree or higher requirement in 2007 and the financial planning development capstone course requirement in March 2012. Therefore, a CFP® professional who first became certified before those dates may not have earned a bachelor’s or higher degree or completed a financial planning development capstone course. • Examination – Pass the comprehensive CFP® Certification Examination. The examination is designed to assess an individual’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations. • Experience – Complete 6,000 hours of professional experience related to the personal financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements. • Ethics – Satisfy the Fitness Standards for Candidates for CFP® Certification and Former CFP® Professionals Seeking Reinstatement and agree to be bound by CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), which sets forth the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements to remain certified and maintain the right to continue to use the CFP Board Certification Marks: • Ethics – Commit to complying with the CFP Board’s Code and Standards. This includes a commitment to the CFP Board, as part of the certification, to act as a fiduciary, and therefore, act in the best interests of the client, at all times when providing financial advice and financial planning. CFP Board may sanction a CFP® professional who does not abide by this commitment, but CFP Board does not guarantee a CFP® professional's services. A client who seeks a similar commitment should obtain a written engagement that includes a fiduciary obligation to the client. • Continuing Education – Complete 30 hours of continuing education every two years to maintain competence, demonstrate specified levels of knowledge, skills, and abilities, and keep up with developments in financial planning. Two of the hours must address the Code and Standards. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 23  Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Watson. Mr. Watson has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Watson. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Watson. However, we do encourage you to independently view the background of Mr. Watson on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 4710432. Item 4 – Other Business Activities Insurance Agency Affiliations Mr. Watson is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Mr. Watson’s role with Evexia Wealth. As an insurance professional, Mr. Watson will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Watson is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Watson or the Advisor. Mr. Watson spends approximately 10% of his time per month in this capacity. Item 5 – Additional Compensation Mr. Watson has additional business activities where compensation is received that are detailed in Item 4 above. Item 6 – Supervision Mr. Watson serves as a Wealth Coach of Evexia Wealth and is supervised by Jenna Laws, the Chief Compliance Officer. Ms. Laws can be reached at (715) 344-9496. Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced or unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 24  Form ADV Part 2B – Brochure Supplement for Justin W. Kelly, CAIA®, MSF Investment Analyst Effective: March 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Justin W. Kelly CAIA®, MSF (CRD# 5640066), in addition to the information contained in the Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (715) 344-9496. Additional information about Mr. Kelly is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 5640066. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 25  Item 2 – Educational Background and Business Experience Justin W. Kelly, CAIA®, MSF, born in 1985, is dedicated to advising Clients of Evexia Wealth as the Chief Investment Officer. Mr. Kelly earned a Master’s of Science in Finance from Pacific University in 2017. Mr. Kelly also earned a Bachelor of Arts from Pacific Lutheran University in 2009. Additional information regarding Mr. Kelly’s employment history is included below. Employment History: Chief Investment Officer, Evexia Wealth, LLC Investment Analyst, Thrivent Advisor Network, LLC d/b/a Evexia Wealth Financial Associate, Thrivent Investment Management, Inc. Analyst, Swickward Management Company Analyst, BMO Financial Advisor, Edward Jones 01/2023 to Present 01/2021 to 01/2023 06/2017 to 01/2021 04/2017 to 06/2017 06/2012 to 03/2017 02/2009 to 02/2011 Chartered Alternative Investment Analyst™ (“CAIA®”) The CAIA® designation, recognized globally, is administered by the Chartered Alternative Investment Analyst™ Association and requires a comprehensive understanding of core and advanced concepts regarding alternative investments, structures, and ethical obligations. To qualify for the CAIA® designation, finance professionals must complete a self-directed, comprehensive course of study on risk-return attributes of institutional quality alternative assets; pass both the Level I and Level II CAIA® examinations at global, proctored testing centers; attest annually to the terms of the Member Agreement; and hold a US bachelor's degree (or equivalent) plus have at least one year of professional experience or have four years of professional experience. Professional experience includes full-time employment in a professional capacity within the regulatory, banking, financial, or related fields. Once a qualified candidate completes the CAIA® program, he or she may apply for CAIA® membership and the right to use the CAIA® designation, providing an opportunity to access ongoing educational opportunities. Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Kelly. Mr. Kelly has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Kelly. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Kelly. However, we do encourage you to independently view the background of Mr. Kelly on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 5640066. Item 4 – Other Business Activities Mr. Kelly is dedicated to the investment advisory activities of Evexia Wealth’s Clients. Mr. Kelly does not have any other business activities. Item 5 – Additional Compensation Mr. Kelly is dedicated to the investment advisory activities of Evexia Wealth’s Clients. Mr. Kelly does not receive any additional forms of compensation. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 26  Item 6 – Supervision Mr. Kelly serves as the Chief Investment Officer of Evexia Wealth and is supervised by Jenna Laws, the Chief Compliance Officer. Ms. Laws can be reached at (715) 344-9496. Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced or unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 27  Form ADV Part 2B – Brochure Supplement for Jessica A. Henrickson Wealth Coach Effective: March 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Jessica A. Henrickson (CRD# 767688) in addition to the information contained in the Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (715) 344-9496. Additional information about Mrs. Henrickson is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 767688. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 28  Item 2 – Educational Background and Business Experience Jessica A. Henrickson, born in 1986, is dedicated to advising Clients of Evexia Wealth as a Wealth Coach. Mrs. Henrickson earned a B.S. Finance and B.S. Anthropology from Linfield College in 2008. Additional information regarding Mrs. Henrickson’s employment history is included below. Employment History: Wealth Coach, Evexia Wealth, LLC Wealth Coach in Training, Thrivent Advisor Network, LLC Senior Investment Associate, BMO Family Office 01/2023 to Present 10/2022 to 12/2022 06/2012 to 10/2022 Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mrs. Henrickson. Mrs. Henrickson has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mrs. Henrickson. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mrs. Henrickson. However, we do encourage you to independently view the background of Mrs. Henrickson on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 767688. Item 4 – Other Business Activities Mrs. Henrickson is dedicated to the investment advisory activities of Evexia Wealth’s Clients. Mrs. Henrickson does not have any other business activities. Item 5 – Additional Compensation Mrs. Henrickson is dedicated to the investment advisory activities of Evexia Wealth’s Clients. Mrs. Henrickson does not receive any additional forms of compensation. Item 6 – Supervision Mrs. Henrickson serves as a Wealth Coach of Evexia Wealth and is supervised by Jenna Laws, the Chief Compliance Officer. Ms. Laws can be reached at (715) 344-9496. Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced or unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 29  Form ADV Part 2B – Brochure Supplement for Jacob D. Bartz, CFP® Director of Strategy Effective: March 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Jacob D. Bartz, CFP®, (CRD# 8038294) in addition to the information contained in the Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (715) 344-9496. Additional information about Mr. Bartz is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 8038294. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 30  Item 2 – Educational Background and Business Experience Jacob D. Bartz, CFP®, born in 1984, is dedicated to advising Clients of Evexia Wealth as a Director of Strategy. Mr. Bartz earned an MBA from Creighton University in 2021. Mr. Bartz also earned a Bachelor’s of Music from Minnesota State University, Moorhead in 2007. Additional information regarding Mr. Bartz’s employment history is included below. Employment History: Director of Strategy, Evexia Wealth, LLC Director of Strategy, Thrivent Advisory Network d/b/a Evexia Wealth ERISA Consultant, Goldleaf Partners 01/2023 to Present 08/2020 to 12/2022 09/2014 to 08/2020 CERTIFIED FINANCIAL PLANNER® Professional I am certified for financial planning services in the United States by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Therefore, I may refer to myself as a CERTIFIED FINANCIAL PLANNER® professional or a CFP® professional, and I may use these and the other certification marks (the “CFP Board Certification Marks”) that Certified Financial Planner Board of Standards Center for Financial Planning, Inc. has licensed to CFP Board in the United States. The CFP® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP® certification. You may find more information about the CFP® certification at www.cfp.net. CFP® professionals have met the CFP Board’s high standards for education, examination, experience, and ethics. To become a CFP® professional, an individual must fulfill the following requirements: • Education – Earn a bachelor’s degree or higher from an accredited college or university and complete CFP Board-approved coursework at a college or university through a CFP Board Registered Program. The coursework covers the financial planning subject areas CFP Board has determined are necessary for the competent and professional delivery of financial planning services, as well as a comprehensive financial plan development capstone course. A candidate may satisfy some of the coursework requirements through other qualifying credentials. CFP Board implemented the bachelor’s degree or higher requirement in 2007 and the financial planning development capstone course requirement in March 2012. Therefore, a CFP® professional who first became certified before those dates may not have earned a bachelor’s or higher degree or completed a financial planning development capstone course. • Examination – Pass the comprehensive CFP® Certification Examination. The examination is designed to assess an individual’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations. • Experience – Complete 6,000 hours of professional experience related to the personal financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements. • Ethics – Satisfy the Fitness Standards for Candidates for CFP® Certification and Former CFP® Professionals Seeking Reinstatement and agree to be bound by CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), which sets forth the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements to remain certified and maintain the right to continue to use the CFP Board Certification Marks: • Ethics – Commit to complying with the CFP Board’s Code and Standards. This includes a commitment to the CFP Board, as part of the certification, to act as a fiduciary, and therefore, act in the best interests of the client, at all times when providing financial advice and financial planning. CFP Board may sanction a CFP® professional who does not abide by this commitment, but CFP Board does not guarantee a CFP® professional's services. A client who seeks a similar commitment should obtain a written engagement that includes a fiduciary obligation to the client. • Continuing Education – Complete 30 hours of continuing education every two years to maintain competence, demonstrate specified levels of knowledge, skills, and abilities, and keep up with developments in financial planning. Two of the hours must address the Code and Standards. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 31  Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Bartz. Mr. Bartz has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Bartz. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Bartz. However, we do encourage you to independently view the background of Mr. Bartz on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 8038294. Item 4 – Other Business Activities JD Properties of Minnesota Inc. Mr. Bartz is the President and CEO of JD Properties of Minnesota Inc., a business that owns and operates rental properties. Mr. Bartz spends approximately 5% of his time per month in this capacity. Item 5 – Additional Compensation Mr. Bartz has additional business activities where compensation is received that are detailed in Item 4 above. Item 6 – Supervision Mr. Bartz serves as the Director of Strategy of Evexia Wealth and is supervised by Jenna Laws, the Chief Compliance Officer. Ms. Laws can be reached at (715) 344-9496. Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced or unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 32  Form ADV Part 2B – Brochure Supplement for Kyler R. Ernst Junior Analyst Effective: March 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Kyler R. Ernst (CRD# 8083606) in addition to the information contained in the Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (715) 344-9496. Additional information about Ms. Ernst is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 8083606. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 33  Item 2 – Educational Background and Business Experience Kyler R. Ernst, born in 2002, is dedicated to advising Clients of Evexia Wealth as a Junior Analyst. Ms. Ernst earned her Bachelor’s in Finance from University of Wisconsin - Stevens Point in 2025. Additional information regarding Ms. Ernst’s employment history is included below. Employment History: Junior Analyst, Evexia Wealth, LLC Organist, St. Michael's Lutheran Church Accounting Intern, Evexia Accounting, LLC Supply Chain Intern, Dairyland Power Cooperative Lifeguard, University of Wisconsin - Stevens Point Aquatics Center Bartender/Waitress, Stockyards Bar and Grill Lifeguard, Winona Family YMCA Runner, Vino Over the Valley 04/2025 to Present 05/2021 to Present 02/2024 to 04/2025 05/2024 to 06/2024 09/2023 to 05/2024 04/2022 to 09/2022 07/2020 to 08/2023 04/2018 to 08/2021 Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Ms. Ernst. Ms. Ernst has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Ms. Ernst. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Ms. Ernst. However, we do encourage you to independently view the background of Ms. Ernst on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 8083606. Item 4 – Other Business Activities St. Michael's Lutheran Church Ms. Ernst is also an Organist for St. Michael’s Lutheran Church. Ms. Ernst plays the organ for St. Michael’s Lutheran Church, and is compensated for her performances. Ms. Ernst spends less than 5% of her time per month in this capacity. Item 5 – Additional Compensation Ms. Ernst has additional business activities where compensation is received that are detailed in Item 4 above. Item 6 – Supervision Ms. Ernst serves as a Junior Analyst of Evexia Wealth and is supervised by Jenna Laws, the Chief Compliance Officer. Ms. Laws can be reached at (715) 344-9496. Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced or unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 34  Form ADV Part 2B – Brochure Supplement for Joel N. Revak, RICP®, FIC® Strategist Effective: March 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Joel N. Revak, RICP®, FIC® (CRD# 5606725), in addition to the information contained in the Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”, CRD# 323788) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Evexia Wealth Disclosure Brochure or this Brochure Supplement, please contact us at (715) 344-9496. Additional information about Mr. Revak is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 5606725. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 35  Item 2 – Educational Background and Business Experience Joel N. Revak, RICP®, FIC®, born in 1984, is dedicated to advising Clients of Evexia Wealth as a Strategist. Mr. Revak earned a Bachelor's Degree in Business Administration from the University of Wisconsin-Stout in 2007. Additional information regarding Mr. Revak’s employment history is included below. Employment History: 12/2022 to Present 01/2021 to 12/2022 02/2019 to 12/2020 02/2018 to 02/2019 Strategist, Evexia Wealth, LLC Strategist, Thrivent Investment Management Inc. DBA Evexia Wealth Financial Associate, Thrivent Investment Management Inc. Investment Advisor Representative & Registered Representative, LPL Finanial LLC Financial Advisor, Royal Credit Union 03/2014 to 02/2019 Retirement Income Certified Professional™ (“RICP®”) The RICP® designation teaches advisers techniques and best practices used to create sustainable streams of retirement income. The education covers retirement income planning, maximizing Social Security and other income sources, minimizing risks to the plan, and managing portfolios during the asset distribution phase. The designation includes three required, college-level courses that represent a total average study time of more than 150 hours. RICP® designees must meet experience, continuing education and, ethics requirements. The credential is awarded by The American College, a non-profit educator with an 85-year heritage and the highest form of academic accreditation. Fraternal Insurance Counselor™ (“FIC®”) Designation granted by the Fraternal Field Managers Association (FFMA). The designation is awarded after completion of courses on fraternal benefit societies, ethics, and the fundamentals of life insurance and estate planning for individuals, families, and businesses. An individual is required to work for a minimum of 12 consecutive months with a fraternal benefit society that is a member of the American Fraternal Alliance and the FFMA. Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Revak. Mr. Revak has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Revak. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Revak. However, we do encourage you to independently view the background of Mr. Revak on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 5606725. Item 4 – Other Business Activities Licensed Insurance Agent Mr. Revak is a licensed insurance professional in the State of Wisconsin. However, Mr. Revak does not sell insurance products, implement insurance recommendations, or otherwise conduct business as a licensed insurance professional for Clients. Item 5 – Additional Compensation Mr. Revak has an additional business activity detailed in Item 4 above. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 36  Item 6 – Supervision Mr. Revak serves as a Strategist of Evexia Wealth and is supervised by Jenna Laws, the Chief Compliance Officer. Ms. Laws can be reached at (715) 344-9496. Evexia Wealth has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Evexia Wealth. Further, Evexia Wealth is subject to regulatory oversight by various agencies. These agencies require registration by Evexia Wealth and its Supervised Persons. As a registered entity, Evexia Wealth is subject to examinations by regulators, which may be announced or unannounced. Evexia Wealth is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 37  Privacy Policy Effective: March 3, 2026 Our Commitment to You Evexia Wealth, LLC (“Evexia Wealth” or the “Advisor”) is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”). Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust. Evexia Wealth (also referred to as "we", "our" and "us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you. Evexia Wealth does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below. Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy. Why you need to know? Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing your account. Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose how we collect, share, and protect your personal information. What information do we collect from you? Driver’s license number Date of birth Social security or taxpayer identification number Assets and liabilities Name, address and phone number[s] Income and expenses E-mail address[es] Investment activity Account information (including other institutions) Investment experience and goals What Information do we collect from other sources? Custody, brokerage and advisory agreements questionnaires and suitability Other advisory agreements and legal documents Transactional information with us or others Account applications and forms Investment documents Other information needed to service account How do we protect your information? To safeguard your personal information from unauthorized access and use we maintain physical, procedural and electronic security measures. These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client’s personal information. We require third parties that assist in providing our services to you to protect the personal information they receive from us. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 38  How do we share your information? An RIA shares Client personal information to effectively implement its services. In the section below, we list some reasons we may share your personal information. Basis For Sharing Do we share? Can you limit? Yes No to: processing Servicing our Clients We may share non-public personal information with non-affiliated third parties (such as administrators, brokers, custodians, regulators, credit agencies, other financial institutions) as necessary for us to provide agreed upon services to you, consistent with applicable law, including but not transactions; general account maintenance; limited responding to regulators or legal investigations; and credit reporting. No Not Shared Marketing Purposes Evexia Wealth does not disclose, and does not intend to disclose, personal information with non-affiliated third parties to offer you services. Certain laws may give us the right to share your personal information with financial institutions where you are a customer and where Evexia Wealth or the client has a formal agreement with the financial institution. We will only share information for purposes of servicing your accounts, not for marketing purposes. Yes Yes Authorized Users Your non-public personal information may be disclosed to you and persons that we believe to be your authorized agent[s] or representative[s]. No Not Shared Information About Former Clients Evexia Wealth does not disclose and does not intend to disclose, non- public personal information to non-affiliated third parties with respect to persons who are no longer our Clients. Changes to our Privacy Policy We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us. Periodically we may revise this Policy and will provide you with a revised Policy if the changes materially alter the previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing. Any Questions? You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting us at (715) 344-9496 or via email at myteam@evexiawealth.com. Evexia Wealth, LLC 1265 Main Street, Suite 105, Stevens Point, WI 54481 Phone: (715) 344-9496 | Website: https://evexiawealth.com Page 39