Mazars Wealth Advisors

Item 1 Cover Page Mazars Wealth Advisors CRD Number: 133936 SEC File Number: 801 – 63968 ADV Part 2A, Brochure Dated: August 19, 2026 Contact: Lisa Osofsky, Chief Compliance Officer 135 West 50th Street; 17th Floor New York, New York 10020 This brochure provides information about the qualifications and business practices of Mazars USA Wealth Advisors LLC dba Mazars Wealth Advisors. If you have any questions about the contents of this brochure, please contact us at (212) 812-7000 or lisa.osofsky@us.forvismazars.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Mazars Wealth Advisors also is available on the SEC’s website at www.adviserinfo.sec.gov. References herein to Mazars Wealth Advisors as a “registered investment adviser” or any reference to being “registered” does not imply a certain level of skill or training. 1  Item 2 Material Changes Mazars Wealth Advisors is in the process of winding down its investment advisory practice and is no longer accepting new clients. Item 3 Table of Contents Item 1 Cover Page .................................................................................................................................... 1 Item 2 Material Changes .......................................................................................................................... 2 Item 3 Table of Contents .......................................................................................................................... 2 Item 4 Advisory Business ........................................................................................................................ 3 Fees and Compensation ................................................................................................................ 4 Item 5 Performance-Based Fees and Side-by-Side Management ............................................................ 5 Item 6 Item 7 Types of Clients ............................................................................................................................ 5 Item 8 Methods of Analysis, Investment Strategies and Risk of Loss ..................................................... 5 Item 9 Disciplinary Information .............................................................................................................. 5 Item 10 Other Financial Industry Activities and Affiliations .................................................................... 5 Item 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading................ 6 Item 12 Brokerage Practices ...................................................................................................................... 7 Item 13 Review of Accounts ...................................................................................................................... 7 Item 14 Client Referrals and Other Compensation .................................................................................... 7 Item 15 Custody ......................................................................................................................................... 8 Item 16 Investment Discretion ................................................................................................................... 8 Item 17 Voting Client Securities ................................................................................................................ 8 Item 18 Financial Information ................................................................................................................... 8 Item 19 Requirements for State Registered Advisors ................................................................................ 8 2  Item 4 Advisory Business A. Mazars USA Wealth Advisors LLC dba Mazars Wealth Advisors (the “Registrant”) is a limited liability company formed on November 12, 2004 in the state of New York. The Registrant became registered as an Investment Adviser Firm in March 2005. The Registrant is a wholly-owned subsidiary of Weiser Holding Group LLC, which is wholly and solely owned by Mazars USA LLP, a certified public accounting firm. B. INVESTMENT ADVISORY SERVICES The Registrant does not provide investment supervisory, investment management, investment reporting or investment implementation services. The Registrant may recommend the services of other investment adviser(s). The Registrant shall neither supervise nor review the assets once referred to the investment adviser. Registrant acts solely in the capacity as solicitor and shall present a separate solicitor disclosure statement describing the nature of the relationship between Registrant, the firm for which Registrant acts as solicitor and the compensation arrangement. The terms and conditions under which the referred client shall engage the other investment adviser shall be set forth in a separate written agreement between the referred client and the referred investment adviser. If the referred client engages any such recommended investment adviser and a dispute arises thereafter relative to such engagement, the client agrees to seek recourse exclusively from and against the investment adviser. ACCOUNTING AND TAX SERVICES To the extent that a client requires accounting advice and/or tax preparation services, the Registrant, if requested, will recommend the services of the Registrant’s indirect owner, Mazars USA LLP (“Mazars”), a certified public accounting firm. All such services shall be pursuant to a separate agreement. See Item 10.C below. MISCELLANEOUS No Financial Planning or Non-Investment Consulting/Implementation Services. The Registrant does not provide financial planning and related consulting services regarding non-investment related matters, such as estate planning, tax planning, insurance, etc. Registrant does not serve as an attorney, accountant, or insurance agency, and no portion of its services should be construed as legal, accounting, or insurance brokerage services. Accordingly, Registrant does not prepare estate planning documents, tax returns or sell insurance products. To the extent requested by a client, Registrant may recommend the services of other professionals for certain non-investment implementation purpose (i.e., attorneys, accountants, insurance agents, etc.). Clients are reminded that they are under no obligation to engage the services of any such recommended professional. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation made by Registrant or its representatives. If the client engages any unaffiliated recommended professional, and a dispute arises thereafter relative to such engagement, the client agrees to seek recourse exclusively from and against the engaged professional. 3  Referred Client Obligations. In performing its services, Registrant shall not be required to verify any information received from the referred client or from the client’s other professionals, and is expressly authorized to rely thereon. Disclosure Statement. A copy of the Registrant’s written Brochure as set forth on Part 2 of Form ADV shall be provided to each client prior to, or contemporaneously with, the introduction of the client to the other investment adviser. We do not provide any services accept for the introduction. C. The Registrant does not provide investment supervisory, investment management, investment reporting or investment implementation services. D. The Registrant does not participate in a wrap fee program. E. The Registrant does not provide investment supervisory, investment management, investment reporting or investment implementation services. Therefore, the Registrant does not have any assets under management. Item 5 Fees and Compensation A. INVESTMENT ADVISORY SERVICES As discussed above, the services provided by the Registrant are limited to recommendation of other investment advisers. The Registrant does not provide investment supervisory, investment management, investment reporting or investment implementation services. If Registrant refers a client to another adviser, and the client engages that adviser, Registrant shall be compensated for its services by receipt of a referral fee to be paid by the other adviser to the Registrant in accordance with the requirements of Rule 206(4)-1 of the Investment Advisers Act of 1940, and any corresponding state securities laws or requirements. Any such referral fee shall be paid solely from the other adviser’s investment management fee, and shall not result in any additional charge to the client. In addition to Registrant’s written disclosure statement as set forth on Part 2A of Form ADV, the client shall also receive the written disclosure statement of the designated adviser. The Registrant’s fee will not exceed 25% of the advisory fee paid by the referred client to any other investment adviser, with each fee being specifically disclosed upon a successful referral. B. The Registrant does not deduct its fees from client assets. C. The Registrant does not provide any services for which a custodian is required. As such, the client shall generally only incur advisory fees. D. The Registrant is compensated only after referring clients to the Independent Manager(s). (See Item 10.D below). E. Neither the Registrant, nor its representatives accept compensation from the sale of securities or other investment products. 4  Item 6 Performance-Based Fees and Side-by-Side Management Neither the Registrant nor any supervised person of the Registrant accepts performance- based fees. Item 7 Types of Clients The Registrant does not provide investment supervisory, investment management, investment reporting or investment implementation services. However, the Registrant may recommend the services of other investment advisers to individuals, business entities, trusts, estates, charitable organizations, and pension and profit-sharing plans. Item 8 Methods of Analysis, Investment Strategies and Risk of Loss Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the Registrant) will be profitable or equal any specific performance level(s). Investing in securities involves risk of loss that clients should be prepared to bear. The Registrant does not provide investment supervisory, investment management, investment reporting or investment implementation services. The Registrant may recommend the services of other investment advisers. Item 9 Disciplinary Information The Registrant has not been the subject of any disciplinary actions. Item 10 Other Financial Industry Activities and Affiliations A. Neither the Registrant, nor its related persons, are registered or have an application pending to register, as a broker-dealer or a registered representative of a broker-dealer. B. Neither the Registrant, nor its related persons, are registered or have an application pending to register, as a futures commission merchant, commodity pool operator, a commodity trading advisor, or a representative of the foregoing. C. Certified Public Accountant. Registrant does not render accounting advice or tax preparation services to its clients. Rather, to the extent that a client requires accounting advice and/or tax preparation services, Registrant, if requested, may recommend the services of a certified public accountant, all of which services shall be rendered independent of the Registrant pursuant to a separate agreement between the client and the certified public accountant. Registrant’s indirect owner, Mazars USA LLP (“Mazars”) is a certified public accounting firm. Specifically, to the extent that Mazars provides accounting and/or tax preparation services to any clients, including clients of the Registrant, all such services shall be performed by Mazars, in its professional capacity, independent of the Registrant, for which services 5  Registrant shall not receive any portion of the fees charged by Mazars, referral or otherwise. Certain members of Registrant are also members of Mazars. It is anticipated that the members of Mazars, solely incidental to their respective practices as Certified Public Accountants with Mazars, shall recommend the Registrant’s services to certain of Mazars’ clients. Neither Mazars, nor any of its members, shall receive referral fees from the Registrant. However, those individual members of the Registrant who are also members of Mazars shall be entitled to receive distributions relative to their respective ownership interests in Registrant. Mazars is not involved in providing investment advice on behalf of the Registrant, nor does Mazars hold itself out as providing advisory services on behalf of the Registrant. No client is under any obligation to engage the services of Mazars, or any other person or entity recommended by Registrant or its representatives. D. The Registrant does not provide investment supervisory, investment management, investment reporting or investment implementation services. The Registrant may recommend the services of other investment advisers. The Registrant shall neither supervise nor review the assets once referred to the investment adviser. Registrant acts solely in the capacity as promoter and shall present a separate promoter disclosure statement describing the nature of the relationship between Registrant, the firm for which Registrant acts as promoter and the compensation arrangement. The terms and conditions under which the referred client shall engage the other investment adviser shall be set forth in a separate written agreement between the referred client and the referred investment adviser. If Registrant refers a client to another investment adviser, including but not limited to the Bank of New York Mellon Corporation, and the client engages the other investment adviser, Registrant shall be compensated for its services by receipt of a referral fee to be paid by the other investment adviser in accordance with state regulatory requirements or securities laws. Any such referral fee shall be paid solely from the other investment advisers and shall not result in any additional charge to the client. Registrant verifies that other investment advisers are appropriately licensed and registered prior to directing referrals to them. Item 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading A. The Registrant maintains an investment policy relative to personal securities transactions. This investment policy is part of Registrant’s overall Code of Ethics, which serves to establish a standard of business conduct for all of Registrant’s Representatives that is based upon fundamental principles of openness, integrity, honesty and trust, a copy of which is available upon request. In accordance with Section 204A of the Investment Advisers Act of 1940, the Registrant also maintains and enforces written policies reasonably designed to prevent the misuse of material non-public information by the Registrant or any person associated with the Registrant. B. Neither the Registrant nor any related person of Registrant recommends, buys, or sells for client accounts, securities in which the Registrant or any related person of Registrant has a material financial interest. 6  C. The Registrant and/or representatives of the Registrant may buy or sell securities that are also recommended to clients. This practice may create a situation where the Registrant and/or representatives of the Registrant are in a position to materially benefit from the sale or purchase of those securities. Therefore, this situation creates a conflict of interest. Practices such as “scalping” (i.e., a practice whereby the owner of shares of a security recommends that security for investment and then immediately sells it at a profit upon the rise in the market price which follows the recommendation) could take place if the Registrant did not have adequate policies in place to detect such activities. In addition, this requirement can help detect insider trading, “front-running” (i.e., personal trades executed prior to those of the Registrant’s clients) and other potentially abusive practices. The Registrant has a personal securities transaction policy in place to monitor the personal securities transactions and securities holdings of each of the Registrant’s “Access Persons”. The Registrant’s securities transaction policy requires that an Access Person of the Registrant must provide the Chief Compliance Officer or his/her designee with a written report of their current securities holdings within ten (10) days after becoming an Access Person. Additionally, each Access Person must provide or make available to the Chief Compliance Officer or his/her designee a list of reportable transactions each calendar quarter as well as a written annual report of the Access Person’s securities holdings; provided, however that at any time that the Registrant has only one Access Person, he or she shall not be required to submit any securities report described above. D. The Registrant and/or representatives of the Registrant may buy or sell securities, at or around the same time as those securities are recommended to clients. This practice creates a situation where the Registrant and/or representatives of the Registrant are in a position to materially benefit from the sale or purchase of those securities. Therefore, this situation creates a conflict of interest. As indicated above in Item 11 C, the Registrant has a personal securities transaction policy in place to monitor the personal securities transaction and securities holdings of each of Registrant’s Access Persons. Item 12 Brokerage Practices The Registrant does not provide investment supervisory, investment management, investment reporting or investment implementation services. As such, the Registrant does not select and/or recommend broker-dealers to clients. Item 13 Review of Accounts The Registrant does not provide investment supervisory, investment management, investment reporting, or investment implementation services and, therefore does not provide account reviews. Item 14 Client Referrals and Other Compensation A. The Registrant does not receive any economic benefit from any non-client for providing investment advisory services. B. The Registrant does not compensate, directly or indirectly, any person, other than its Representatives, for client referrals. 7  Item 15 Custody The Registrant does not have custody of client funds or securities. Item 16 Investment Discretion The Registrant does not provide investment supervisory, investment management, investment reporting or investment implementation services. The Registrant, therefore, does not take discretion authority over client accounts. Item 17 Voting Client Securities The Registrant does not provide investment advisory services and does not maintain any client accounts, and therefore, does not vote client securities. Item 18 Financial Information A. The Registrant does not solicit fees of more than $500, per client, six months or more in advance. B. The Registrant does not provide investment management services on a discretionary basis. The Registrant does not have any financial condition that is reasonably likely to impair its ability to meet contractual commitments to clients. C. The Registrant has not been the subject of a bankruptcy petition. Item 19 Requirements for State Registered Advisors A. The Registrant is a wholly-owned subsidiary of Weiser Holding Group LLC, which is wholly and solely owned by Mazars USA LLP, a certified public accounting firm. Lisa Osofsky is the Registrant’s Chief Compliance Officer. Ms. Osofsky graduated from the University of Hartford in 1984 with a Bachelor of Science degree in Accounting and from Seton Hall University in 1991 with a Master of Science degree in Taxation. Ms. Osofsky has been the Chief Compliance Officer of Mazars Wealth Advisors since July 2024 and a Partner of Forvis Mazars LLP since June 2024. She was previously a Partner of Mazars USA LLP from February 1987 to May 2024. B. The Registrant is not engaged in any business other than as set forth in this brochure. C. Neither the Registrant nor any supervised person accepts performance-based fees. D. Neither the Registrant nor any management person has any reportable disciplinary information. E. Neither the Registrant nor any management person has any relationship or arrangement with any issuer of securities. The Registrant’s Chief Compliance Officer remains available to address any questions that a client or prospective client may have regarding the above disclosures and arrangements. 8 

Item 1 Cover Page A. Lisa Faye Osofsky CRD Number: 3277025 Mazars Wealth Advisors CRD Number: 133936 Brochure Supplement Dated: August 19, 2026 Contact: Lisa Osofsky, Chief Compliance Officer 135 West 50th Street New York, New York 10020 B. This Brochure Supplement provides information about Lisa Faye Osofsky that supplements the Mazars USA Wealth Advisors LLC dba Mazars Wealth Advisors Brochure. You should have received a copy of that Brochure. Please contact Lisa Osofsky, Chief Compliance Officer, if you did not receive Mazars Wealth Advisors’ Brochure or if you have any questions about the contents of this supplement. Item 2 Education Background and Business Experience Lisa Faye Osofsky was born in 1962. Ms. Osofsky graduated from the University of Hartford in 1984 with a Bachelor of Science degree in Accounting and from Seton Hall University in 1991 with a Master of Science degree in Taxation. Ms. Osofsky has been the Chief Compliance Officer of Mazars Wealth Advisors since July 2024. Ms. Osofsky has also been a Partner of Forvis Mazars LLP since June 2024. She was previously a Partner of Mazars USA LLP from February 1987 to May 2024. Ms. Osofsky has held the designation of Personal Financial Specialist (“PFS”) since 1995. The PFS credential demonstrates that an individual has met the minimum education, experience and testing required of a CPA in addition to a minimum level of expertise in personal financial planning. To attain the PFS credential, a candidate must hold an unrevoked CPA license, certificate, or permit, none of which are in inactive status; fulfill 3,000 hours of personal financial planning business experience; complete 75 hours of personal financial planning CPE credits; pass a comprehensive financial planning exam and be an active member of the AICPA. A PFS credential holder is required to adhere to AICPA’s Code of Professional Conduct and the  Statement on Standards in Personal Financial Planning Services, when providing personal financial planning services. To maintain their PFS credential, the recipient must complete 60 hours of financial planning CPE credits every three years. The PFS credential is administered through the AICPA. Ms. Osofsky has held the designation of Certified Public Accountant (“CPA”) since 1986. CPAs are licensed and regulated by their state boards of accountancy. While state laws and regulations vary, the education, experience and testing requirements for licensure as a CPA generally include minimum college education (typically 150 credit hours with at least a baccalaureate degree and a concentration in accounting), minimum experience levels (most states require at least one year of experience providing services that involve the use of accounting, attest, compilation, management advisory, financial advisory, tax or consulting skills, all of which must be achieved under the supervision of or verification by a CPA), and successful passage of the Uniform CPA Examination. In order to maintain a CPA license, states generally require the completion of 40 hours of continuing professional education (CPE) each year (or 80 hours over a two-year period or 120 hours over a three-year period). Additionally, all American Institute of Certified Public Accountants (AICPA) members are required to follow a rigorous Code of Professional Conduct which requires that they act with integrity, objectivity, due care, competence, fully disclose any conflicts of interest (and obtain client consent if a conflict exists), maintain client confidentiality, disclose to the client any commission or referral fees, and serve the public interest when providing financial services. The vast majority of state boards of accountancy have adopted the AICPA’s Code of Professional Conduct within their state accountancy laws or have created their own. In addition to the Code of Professional Conduct, AICPA members who provide personal financial planning services are required to follow the Statement on Standards in Personal Financial Planning Services (SSPFPS). Item 3 Disciplinary Information None. Item 4 Other Business Activities A. The supervised person is not actively engaged in any other investment-related businesses or occupations. B. Ms. Osofsky is a Partner of Forvis Mazars LLP, an accounting firm. This activity represents a significant amount of her time and income. Certified Public Accountant (CPA). Ms. Osofsky, in her individual capacity, is a certified public accountant, and may recommend her tax preparation and/or accounting services. To the extent a client determines to engage Ms. Osofsky to provide tax preparation and/or accounting services, such services shall be provided by Ms. Osofsky in her individual capacity as a certified public accountant, independent of Registrant. Registrant shall receive no portion of fees charged by Ms. Osofsky for such services. The recommendation by Ms. Osofsky that a client elect her accounting services presents a conflict of interest, as the receipt of fees for accounting services may provide  an incentive to recommend such services, rather than recommending such services based upon a particular client’s needs. No client is under any obligation to utilize Ms. Osofsky for accounting services. Clients are reminded that they may elect to obtain accounting services recommended by the Registrant through other non-affiliated certified public accountants. The Registrant’s Chief Compliance Officer, Lisa Osofsky, remains available to address any questions that a client or prospective may have regarding the above conflict of interest. Item 5 Additional Compensation None. Item 6 Supervision The Registrant operates in accordance with current state regulatory requirements. The Registrant’s Chief Compliance Officer, Lisa Osofsky, is primarily responsible for overseeing the activities of the Registrant and its supervised persons. Should there be any questions regarding the Registrant’s supervision or compliance practices, please contact Ms. Osofsky at (212) 812-7000. Item 7 State-Registered Investment Advisors A. Ms. Osofsky has never been involved in an arbitration proceeding or a civil, self-regulatory, or administrative proceeding. B. Ms. Osofsky has never been the subject of a bankruptcy petition.