UNITING WEALTH PARTNERS LLC

Form ADV Part 2A – Disclosure Brochure Effective: August 20, 2025 This Form ADV Part 2A (“Disclosure Brochure”) provides information about the qualifications and business practices of Uniting Wealth Partners, LLC (“Uniting Wealth Partners” or the “Adviser”). If you have any questions about the content of this Disclosure Brochure, please contact the Adviser at 479-364-0686. Uniting Wealth Partners is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The information in this Disclosure Brochure has not been approved or verified by the SEC or by any state securities authority. Registration of an investment advisor does not imply any specific level of skill or training. This Disclosure Brochure provides information about Uniting Wealth Partners to assist you in determining whether to retain the Adviser. Additional information about Uniting Wealth Partners and its Advisory Persons is available on the SEC’s website at www.adviserinfo.sec.gov by searching with the Adviser’s firm name or CRD# 332317. Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.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 Adviser’s business practices and conflicts of interest. The Brochure Supplement provides information about the Advisory Persons of Uniting Wealth Partners. Uniting Wealth Partners 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. Uniting Wealth Partners encourages all current and prospective clients to read this Disclosure Brochure and discuss any questions you may have with the Adviser. Material Changes The following changes have been made to this Disclosure Brochure since the last annual amendment filing on January 22nd, 2025: • The Advisor has established an institutional relationship with Charles Schwab & Co., Inc. (“Schwab”). Please see items 12 and 14 for additional information. • As of July 31st, 2025, the Advisor’s Principal office address is now 240 Saint Paul Street, Suite 300, Denver, CO 80206. • The Advisor now offers financial planning services as a stand-alone service. Please see Items 4 and 5 for additional information. Future Changes From time to time, the Adviser 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 Adviser’s firm name or CRD# 332317. You may also request a copy of this Disclosure Brochure at any time by contacting the Adviser at 479-364-0686. Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 2  Item 3 – Table of Contents Item 1 – Cover Page ............................................................................................................................................... 1 Item 2 – Material Changes ..................................................................................................................................... 2 Item 3 – Table of Contents ..................................................................................................................................... 3 Item 4 – Advisory Services .................................................................................................................................... 4 A. Firm Information .............................................................................................................................................................. 4 B. Advisory Services Offered ............................................................................................................................................... 4 C. Client Account Management ........................................................................................................................................... 6 D. Wrap Fee Programs ........................................................................................................................................................ 6 E. Assets Under Management ............................................................................................................................................. 6 Item 5 – Fees and Compensation ......................................................................................................................... 6 A. Fees for Advisory Services.............................................................................................................................................. 6 B. Fee Billing........................................................................................................................................................................ 7 C. Other Fees and Expenses .............................................................................................................................................. 8 D. Advance Payment of Fees and Termination ................................................................................................................... 8 E. Compensation for Sales of Securities ............................................................................................................................. 9 Item 6 – Performance-Based Fees and Side-By-Side Management .................................................................. 9 Item 7 – Types of Clients ....................................................................................................................................... 9 Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss ........................................................... 9 A. Methods of Analysis ........................................................................................................................................................ 9 B. Risk of Loss ................................................................................................................................................................... 10 Item 9 – Disciplinary Information ........................................................................................................................ 11 Item 10 – Other Financial Industry Activities and Affiliations .......................................................................... 12 Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading ............... 12 A. Code of Ethics ............................................................................................................................................................... 12 B. Personal Trading with Material Interest ......................................................................................................................... 13 C. Personal Trading in Same Securities as Clients ........................................................................................................... 13 D. Personal Trading at Same Time as Client .................................................................................................................... 13 Item 12 – Brokerage Practices ............................................................................................................................ 13 A. Recommendation of Custodian[s] ................................................................................................................................. 13 B. Aggregating and Allocating Trades ............................................................................................................................... 14 Item 13 – Review of Accounts ............................................................................................................................. 14 A. Frequency of Reviews ................................................................................................................................................... 14 B. Causes for Reviews ...................................................................................................................................................... 14 C. Review Reports ............................................................................................................................................................. 14 Item 14 – Client Referrals and Other Compensation ........................................................................................ 15 A. Compensation Received by Uniting Wealth Partners ................................................................................................... 15 B. Compensation for Client Referrals ................................................................................................................................ 16 Item 15 – Custody ................................................................................................................................................. 16 Item 16 – Investment Discretion ......................................................................................................................... 16 Item 17 – Voting Client Securities ....................................................................................................................... 16 Item 18 – Financial Information ........................................................................................................................... 16 Privacy Policy ....................................................................................................................................................... 16 Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 3  Item 4 – Advisory Services A. Firm Information Uniting Wealth Partners, LLC (“Uniting Wealth Partners” or the “Adviser”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The Adviser is organized as a Limited Liability Company under the laws of the State of Delaware. Uniting Wealth Partners was founded in June 2024 and became a registered investment adviser in September 2024. Uniting Wealth Partners is owned by Jay Hummel (Managing Partner) and John Phoenix (Managing Partner) through their ownership of JHMCE LLC and Wealth Advisor Growth Network. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Uniting Wealth Partners. For additional information regarding this Disclosure Brochure, please contact the Adviser’s Chief Compliance Officer, Kristy Harrell via email at kristy.harrell@unitingwealth.com. B. Advisory Services Offered Uniting Wealth Partners offers investment advisory services to individuals, high net-worth individuals, trusts, estates, businesses, and charitable organizations (each referred to as a “Client”). The Adviser serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Adviser upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. Uniting Wealth Partners' fiduciary commitment is further described in the Adviser’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 Uniting Wealth Partners provides customized investment advisory solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary and/or non-discretionary investment management and related advisory services. Uniting Wealth Partners 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. Uniting Wealth Partners will then construct an investment portfolio, consisting of low-cost, diversified mutual funds and/or exchange-traded funds (“ETFs”) to achieve the Client’s investment goals. The Adviser may also utilize individual stocks, bonds, options contracts, real estate investment trusts or alternative investments to meet the needs of its Clients. The Adviser 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 Adviser and the Client. Uniting Wealth Partners’s investment strategies are primarily long-term focused, but the Adviser 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. Uniting Wealth Partners 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 Adviser. Uniting Wealth Partners evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. Uniting Wealth Partners may recommend, on occasion, redistributing investment allocations to diversify the portfolio. Uniting Wealth Partners may recommend specific positions to increase sector or asset class weightings. The Adviser may recommend employing cash positions as a possible hedge against market movement. Uniting Wealth Partners 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 Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 4  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. Uniting Wealth Partners may also recommend that Clients engage with various third parties with whom the Client will then enter into an agreement with to gain access to private funds. Uniting Wealth Partners will continue to provide oversight of the Clients investment and ongoing monitoring of the activities performed by the third parties. At no time will Uniting Wealth Partners 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 Adviser provides investment advice to Clients regarding ERISA retirement accounts or individual retirement accounts (“IRAs”), the Adviser 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 Adviser will 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 Adviser 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 Adviser. Use of Independent Managers – When deemed to be in the Client’s best interest, Uniting Wealth Partners will recommend that Clients utilize one or more unaffiliated investment managers or investment platforms (collectively “Independent Managers”) for all or a portion of a Client’s investment portfolio, based on the Client’s needs and objectives. In certain instances, the Client may be required to authorize and enter into an investment management agreement with the Independent Manager[s] that defines the terms in which the Independent Manager[s] will provide its services. The Adviser will perform initial and ongoing oversight and due diligence over each Independent Manager to ensure the strategy remains aligned with Clients investment objectives and overall best interests. The Adviser will also assist the Client in the development of the initial policy recommendations and managing the ongoing Client relationship. The Client, prior to entering into an agreement with an Independent Manager, will be provided with the Independent Manager's Form ADV Part 2A - Disclosure Brochure (or a brochure that makes the appropriate disclosures). Financial Planning and Consulting Services Uniting Wealth Partners will provide a variety of financial planning and consulting services to Clients in conjunction with its investment management services or as a stand-alone service, pursuant to a written 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 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 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. Financial planning and consulting recommendations pose a conflict between the interests of the Adviser and the interests of the Client. For example, the Adviser has an incentive to recommend that Clients engage the Adviser for investment management services or to increase the level of investment assets with the Adviser, as it would increase the amount of advisory fees paid to the Adviser. Clients are not obligated to implement any recommendations made by the Adviser or maintain an ongoing relationship with the Adviser. If the Client elects to act on any of the Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 5  recommendations made by the Adviser, the Client is under no obligation to implement the transaction through the Adviser. Financial Institution Consulting Services Uniting Wealth Partners provides investment consulting services to brokerage customers (herein “Brokerage Customers”) of Mutual Securities, Inc. (herein “MSI”) who provide written consent requesting to receive the Adviser’s consulting services, pursuant to a written agreement with the Adviser. Consulting services are strictly on products Clients have purchased through Mutual Securities, Inc. Please see Item 10 – Other Financial Industry Activities and Affiliations for additional details. C. Client Account Management Prior to engaging Uniting Wealth Partners to provide investment advisory services, each Client is required to enter into an advisory agreement with the Adviser that define the terms, conditions, authority and responsibilities of the Adviser and the Client. These services may include: • Establishing an Investment Strategy – Uniting Wealth Partners, in connection with the Client, will develop a strategy that seeks to achieve the Client’s goals and objectives. • Asset Allocation – Uniting Wealth Partners 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 – Uniting Wealth Partners will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client. • Investment Management and Supervision – Uniting Wealth Partners will provide investment management and ongoing oversight of the Client’s investment portfolio. D. Wrap Fee Programs Uniting Wealth Partners does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by Uniting Wealth Partners. E. Assets Under Management As of December 31, 2024, Uniting Wealth Partners manages $544,715,574 in client assets, $492,778,725 of which is managed on a discretionary basis and $51,936,849 on a non-discretionary basis. Clients may request more current information at any time by contacting Uniting Wealth Partners. Item 5 – Fees and Compensation The following paragraphs detail the fee structure and compensation methodology for services provided by the Adviser. Each Client engaging the Adviser for services described herein shall be required to enter into a written agreement with the Adviser. A. Fees for Advisory Services Investment Management Services Investment management fees are paid quarterly in advance of each calendar quarter pursuant to the terms of the advisory agreement. Investment management fees are based on the market value of assets under management at the end of the prior calendar quarter. Investment management fees range up to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Adviser. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. The investment management 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 Adviser. The Client’s fees will take into Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 6  consideration the aggregate assets under management with the Adviser. All securities held in accounts managed by Uniting Wealth Partners will be independently valued by the Custodian. The Adviser will conduct periodic reviews of the Custodian’s valuation to ensure accurate billing. The Adviser’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 Adviser shall not receive any portion of these commissions, fees, and costs. If a Client decides to become a private fund investor, the amount of assets invested in the private fund[s] shall be included as part of “assets under management” for purposes of the Advisor calculating its investment advisory fee. The Advisor’s Clients are under no obligation to consider or make an investment in a private fund. Use of Independent Managers – As noted in Item 4, the Adviser may implement all or a portion of a Client’s investment portfolio utilizing one or more Independent Managers. To eliminate any conflict of interest, the Adviser does not earn any compensation from an Independent Manager. The Adviser will only earn its investment advisory fee as described above. The Adviser will allocate a portion of the advisory fee collected to the Independent Manager pursuant to the terms of the executed agreement between the Adviser and the Independent Manager. The total blended fee, including the Adviser’s fee and the Independent Manager’s fee, will not exceed 2.00% annually. Financial Planning and Consulting Services Uniting Wealth Partners offers financial planning and consulting services for a fixed engagement fee ranging up to $100,000. The Advisor also offers financial planning and consulting services on an ongoing basis for an ongoing fee ranging up to $25,000 per year. Fees are negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor. An estimate of overall costs will be provided to the Client prior to engaging for these services. Financial Institution Consulting Services Uniting Wealth Partners receives a consulting fee based on the assets under MSI’s management from Brokerage Customers who have provided written consent to MSI to receive the consulting service from the Adviser. The consulting fee is calculated from the assets under MSI’s management as of the end of a calendar quarter period multiplied by the annualized rate of 0.65%. The initial fee is paid only after the completion of one full calendar quarter period following the date of the executed agreement with MSI. B. Fee Billing Investment Management Services Investment management fees are calculated by the Adviser or its delegate and deducted from the Client’s account[s] at the Custodian. The Adviser 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 365 multiplied by the number of days in the quarter) to the total assets under management with Uniting Wealth Partners 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 the brokerage statement provided by the Custodian, as the Custodian does not perform a verification of fees. Clients provide written authorization permitting advisory fees to be deducted by Uniting Wealth Partners to be paid directly from their account[s] held by the Custodian as part of the advisory agreement and separate account forms provided by the Custodian. Use of Independent Managers – For Client accounts implemented through an Independent Manager, the Client’s overall fees may include Uniting Wealth Partners’ investment advisory fee (as noted above) plus investment management fees and/or platform fees charged by the Independent Manager[s], as applicable. In certain instances, the Independent Manager or the Adviser may assume responsibility for calculating the Client’s fees and deduct all fees from the Client’s account[s]. Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 7  Financial Planning and Consulting Services For fixed financial planning and consulting services, fees are invoiced by the Advisor and are due upon completion of the agreed upon deliverable[s]. For ongoing financial planning and consulting services, fees are invoiced quarterly in advance. The Advisor will not collect advance fees of $1,200 or more for services that will be completed six months or more in advance. Financial Institution Consulting Services MSI shall calculate and pay the Adviser for its consulting services on or before thirty (30) days past the end of each calendar quarter. C. Other Fees and Expenses Clients may incur certain fees or charges imposed by third parties, other than Uniting Wealth Partners, 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 Adviser'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 Uniting Wealth Partners are separate and distinct from these custody and execution fees. In addition, all fees paid to Uniting Wealth Partners for investment advisory services are separate and distinct from the expenses charged by private funds, 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 Uniting Wealth Partners, but would not receive the services provided by Uniting Wealth Partners 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 Uniting Wealth Partners 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 Uniting Wealth Partners is compensated for its investment management services in advance of the quarter in which services are rendered. Either party may terminate the advisory agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the advisory agreement within five (5) business days of signing the Adviser’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 Adviser will refund any unearned, prepaid investment advisory fees from the effective date of termination to the end of the quarter. The Client’s advisory agreement with the Adviser is non-transferable without the Client’s prior consent. Use of Independent Managers – In the event that the Adviser has determined that an Independent Manager is no longer in the Client’s best interest or a Client should wish to terminate their relationship with the Independent Manager, the terms for the termination will be set forth in the respective agreements between the Client or the Adviser and the Independent Manager. Uniting Wealth Partners will assist the Client with the termination and transition as appropriate. Financial Planning and Consulting Services Uniting Wealth Partners may be compensated for its financial planning and consulting services upon completion of the engagement deliverable[s]. Either party may terminate the financial planning and consulting agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the financial planning and consulting agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client. Upon termination, the Advisor will refund any unearned, prepaid planning fees Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 8  from the effective date of termination to the end of the quarter. The Client’s financial planning and consulting agreement with the Advisor is non-transferable without the Client’s prior consent. Financial Institution Consulting Services Either party may terminate the consulting agreement by providing thirty (30) days advance written notice to the other party. The Adviser will be entitled to fees up to the date of termination. E. Compensation for Sales of Securities Uniting Wealth Partners 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. Item 6 – Performance-Based Fees and Side-By-Side Management Uniting Wealth Partners does not charge performance-based fees for its investment advisory services. The fees charged by Uniting Wealth Partners are as described in Item 5 above and are not based upon the capital appreciation of the funds or securities held by any Client. Uniting Wealth Partners 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 Uniting Wealth Partners offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and charitable organizations. Uniting Wealth Partners generally does not impose a minimum relationship size. Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis Uniting Wealth Partners employs fundamental, technical, cyclical and charting analysis in developing investment strategies for its Clients. Research and analysis from Uniting Wealth Partners 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 Adviser in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in the fundamental analysis may lose value and may have negative investment performance. The Adviser monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Adviser’s review process are included below in Item 13 – Review of Accounts. Technical analysis involves the analysis of past market data rather than specific company data in determining the recommendations made to clients. Technical analysis may involve the use of charts to identify market patterns and trends, which may be based on investor sentiment rather than the fundamentals of the company. The primary risk in using technical analysis is that spotting historical trends may not help to predict such trends in the future. Even if the trend will eventually reoccur, there is no guarantee that Uniting Wealth Partners will be able to accurately predict such a reoccurrence. Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 9  Cyclical analysis is similar to technical analysis in that it involves the analysis of market conditions at a macro (entire market/economy) or micro (company specific) level, rather than the overall fundamental analysis of the health of the particular company that Uniting Wealth Partners is recommending. The risks with cyclical analysis are similar to those of technical analysis. Charting analysis utilizes various market indicators as investment selection criteria. These criteria are generally pricing trends that may indicate movement in the markets. 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 Adviser in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in the technical and charting analysis may lose value and may have negative investment performance. The Adviser monitors these market indicators to determine if adjustments to strategic allocations are appropriate. As noted above, Uniting Wealth Partners generally employs a long-term investment strategy for its Clients, as consistent with their financial goals. Uniting Wealth Partners 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, Uniting Wealth Partners 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. Uniting Wealth Partners 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 Adviser 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 Adviser monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Adviser’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 Adviser 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 Adviser 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 Adviser 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 Adviser’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 Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 10  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. 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. Options Contracts 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. Alternative Investments (Limited Partnerships) The performance of alternative investments (limited partnerships) can be volatile and may have limited liquidity. An investor could lose all or a portion of their investment. Such investments often have concentrated positions and investments that may carry higher risks. Client should only have a portion of their assets in these investments. Real Estate Investment Trusts (“REITs”) Investing in Real Estate Investment Trusts (“REITs”) involves certain distinct risks in addition to those risks associated with investing in the real estate industry in general. For Example, equity REITs may be affected by changes in the value of the underlying property owned by the REITs, while mortgage REITs may be affected by the quality of credit extended. REITs are subject to heavy cash flow dependency, default by borrowers and self-liquidation. REITs, especially mortgage REITs, are also subject to interest rate risk (i.e., as interest rates rise, the value of the REIT may decline). 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 Adviser. Item 9 – Disciplinary Information There are no legal, regulatory or disciplinary events involving Uniting Wealth Partners or its management persons. Uniting Wealth Partners values the trust Clients place in the Adviser. The Adviser encourages Clients to perform the requisite due diligence on any advisor or service provider that the Client engages. The backgrounds of the Adviser or Advisory Persons are available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Adviser’s firm name or CRD# 332317. Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 11  Item 10 – Other Financial Industry Activities and Affiliations Wealth Advisor Growth Network LLC The Adviser is a wholly owned subsidiary of Wealth Advisor Growth Network LLC (“WAGN”), which provides growth capital, management resources, strategic guidance, and support to investment advisory firms. WAGN also holds controlling and minority ownership interests in various investment advisory firms ("Network Advisors") and financial services providers ("Network Providers"). Additionally, WAGN may have certain revenue sharing arrangements with third-party service providers. While the Adviser does not recommend that Clients engage Network Advisors for advisory services, it may suggest that Clients consider services from Network Providers and other third-party service providers offering solutions such as insurance, trust, M&A advisory, business valuation, and lending. If the Adviser recommends a Network Provider or third-party service provider, certain management persons may benefit financially. To manage this conflict of interest, the Adviser has established a risk control and disclosure framework. This framework ensures that any recommendation involving a Network Provider or third-party service provider is made solely in the Client's best interest. Insurance Agency Affiliation 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 they sell to Clients. Insurance commissions earned by an Advisory Person are separate and in addition to the Adviser’s advisory fees. This practice presents a conflict of interest as there is an incentive to recommend insurance products to Clients for the purpose of generating commissions rather than solely based on Client needs. However, Clients are under no obligation, contractually or otherwise, to purchase insurance products through our Advisory Persons. Please see Item 10 below. Financial Institution and Consulting Services Uniting Wealth Partners has an agreement with MSI to provide investment consulting services to Brokerage Customers, as noted in Item 4 – Advisory Services above. MSI compensates Uniting Wealth Partners for providing consulting services to Clients who have purchased products through MSI. This consulting arrangement does not include assuming discretionary authority over Brokerage Customers’ brokerage accounts or the monitoring of securities. These consulting services offered to Brokerage Customers includes a general review of Brokerage Customers’ investment holdings, which will result in Uniting Wealth Partners’ Advisory Persons making specific securities recommendations or offering general investment advice. This relationship presents conflicts of interest. Conflicts are mitigated by Brokerage Customers consenting to receive consulting services from the Adviser. In addition, Uniting Wealth Partners will not accept or bill for additional compensation on asset under MSI’s management, beyond the consulting fees disclosed in Item 5 above. Advisory Persons of the Advisor will not engage or hold itself as a registered representative of MSI, as Advisory Persons are not registered to conduct commission- based activities under a broker-dealer. Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading A. Code of Ethics Uniting Wealth Partners has implemented a Code of Ethics (the “Code”) that defines the Adviser’s fiduciary commitment to each Client. This Code applies to all persons associated with Uniting Wealth Partners (“Supervised Persons”). The Code was developed to provide general ethical guidelines and specific instructions regarding the Adviser’s duties to each Client. Uniting Wealth Partners and its Supervised Persons owe a duty of loyalty, fairness and good faith towards each Client. It is the obligation of Uniting Wealth Partners’ 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 Adviser at 479-364-0686. Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 12  B. Personal Trading with Material Interest Uniting Wealth Partners allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. Uniting Wealth Partners does not act as principal in any transactions. In addition, the Adviser does not act as the general partner of a fund, or advise an investment company. Uniting Wealth Partners does not have a material interest in any securities traded in Client accounts. C. Personal Trading in Same Securities as Clients Uniting Wealth Partners 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 Adviser 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 Uniting Wealth Partners requiring reporting of personal securities trades by its Supervised Persons for review by the Chief Compliance Officer (“CCO”) or delegate. The Adviser 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 Uniting Wealth Partners 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 Uniting Wealth Partners, or any Supervised Person of Uniting Wealth Partners, transact in any security to the detriment of any Client. Item 12 – Brokerage Practices A. Recommendation of Custodian[s] Uniting Wealth Partners 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 Uniting Wealth Partners to direct trades to the Custodian as agreed upon in the investment advisory agreement. Further, Uniting Wealth Partners does not have the discretionary authority to negotiate commissions on behalf of Clients on a trade-by-trade basis. Where Uniting Wealth Partners 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 Adviser associated with using a custodian not recommended by Uniting Wealth Partners. However, the Adviser may be limited in the services it can provide if the recommended Custodian is not engaged. Uniting Wealth Partners may recommend the Custodian based on criteria such as, but not limited to, reasonableness of commissions charged to the Client, services made available to the Client, and its reputation and/or the location of the Custodian’s offices. The Adviser will generally recommend that Clients establish their account[s] at Raymond James Financial, Inc. (“Raymond James”) or Charles Schwab & Co., Inc. (“Schwab”), both, a FINRA-registered broker-dealer and member SIPC. Raymond James or Schwab will serve as the Client’s “qualified custodian”. The Adviser maintains an institutional relationship with Raymond James and Schwab, whereby the Adviser receives economic benefits from Raymond James and Schwab. Please see Item 14 below. Following are additional details regarding the brokerage practices of the Adviser. Following are additional details regarding the brokerage practices of the Adviser: Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 13  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. Uniting Wealth Partners does not participate in soft dollar programs sponsored or offered by any broker-dealer/custodian. However, the Adviser receives certain economic benefits from the Custodian. Please see Item 14 below. 2. Brokerage Referrals - Uniting Wealth Partners 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 Uniting Wealth Partners 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 Adviser will not engage in any principal transactions (i.e., trade of any security from or to the Adviser’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]). Uniting Wealth Partners 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. Uniting Wealth Partners will execute its transactions through the Custodian as authorized by the Client. Uniting Wealth Partners 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 Uniting Wealth Partners. 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 Uniting Wealth Partners 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 Adviser may also provide Clients with periodic reports regarding their holdings, allocations, and performance. Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 14  Item 14 – Client Referrals and Other Compensation A. Compensation Received by Uniting Wealth Partners Uniting Wealth Partners is a fee-based advisory firm, that is compensated solely by its Clients and not from any investment product. Uniting Wealth Partners does not receive commissions or other compensation from product sponsors, broker-dealers or any un-related third party. Uniting Wealth Partners 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, Uniting Wealth Partners may receive non-compensated referrals of new Clients from various third-parties. Participation in Institutional Advisor Platform – Raymond James The Adviser has established an institutional relationship with Raymond James to assist the Adviser in managing Client account[s]. Access to the Raymond James platform is provided at no charge to the Adviser. The Adviser receives access to software and related support without cost because the Adviser renders investment management services to Clients that maintain assets at Raymond James. The software and related systems support may benefit the Adviser, but not its Clients directly. In fulfilling its duties to its Clients, the Adviser endeavors at all times to put the interests of its Clients first. Clients should be aware, however, that the receipt of economic benefits from a Custodian creates a conflict of interest since these benefits may influence the Adviser’s recommendation of this Custodian over one that does not furnish similar software, systems support, or services. Participation in Institutional Advisor Platform - Schwab The Advisor has established an institutional relationship with Schwab through its “Schwab Advisor Services” unit, a division of Schwab dedicated to serving independent advisory firms like the Advisor. As a registered investment advisor participating on the Schwab Advisor Services platform, the Advisor 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 conflict of interest since these benefits can influence the Advisor's recommendation of Schwab over a custodian 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 to the Advisor 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 potential conflict of interest. The Advisor believes, however, that the selection of Schwab as Custodian is in the best interests of its Clients. Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 15  B. Compensation for Client Referrals The Adviser does not compensate, either directly or indirectly, any persons who are not supervised persons, for Client referrals. Item 15 – Custody Uniting Wealth Partners does not accept or maintain custody of Client accounts, except for the limited circumstances outlined below: Deduction of Advisory Fees - To ensure compliance with regulatory requirements associated with the deduction of advisory fees, all Clients for whom Uniting Wealth Partners exercises discretionary authority must hold their assets with a "qualified custodian." Clients are responsible for engaging a “qualified custodian” to safeguard their funds and securities and must instruct Uniting Wealth Partners to utilize that Custodian for securities transactions on their behalf. Clients are encouraged to review statements provided by the Custodian and compare to any reports provided by Uniting Wealth Partners to ensure accuracy, as the Custodian does not perform this review. Money Movement Authorization - For instances where Clients authorize Uniting Wealth Partners to move funds between their accounts, Uniting Wealth Partners and the Custodian have implemented safeguards to ensure that all money movement activities are conducted strictly in accordance with the Client’s documented instructions. Item 16 – Investment Discretion Uniting Wealth Partners 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 Uniting Wealth Partners. 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 Uniting Wealth Partners will be in accordance with each Client's investment objectives and goals. If a Client enters into a non-discretionary arrangement, Uniting Wealth Partners will not have discretion over the selection and amount of securities to be bought or sold in Client accounts and will be required to obtain prior approval from the Client prior to executing trades or allocating investment assets. Item 17 – Voting Client Securities Uniting Wealth Partners does not accept proxy-voting responsibility for any Client. Clients will receive proxy statements directly from the Custodian. The Adviser 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 Uniting Wealth Partners, nor its management, have any adverse financial situations that would reasonably impair the ability of Uniting Wealth Partners to meet all obligations to its Clients. Neither Uniting Wealth Partners, nor any of its Advisory Persons, have been subject to a bankruptcy or financial compromise. Uniting Wealth Partners is not required to deliver a balance sheet along with this Disclosure Brochure as the Adviser does not collect advance fees of $1,200 or more for services to be performed six months or more in the future. Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 16  Privacy Policy Effective: August 20, 2025 Our Commitment to You Uniting Wealth Partners, LLC (“Uniting Wealth Partners” or the “Adviser”) 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 Adviser, 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. Uniting Wealth Partners (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. Uniting Wealth Partners 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 Other advisory agreements and legal documents Transactional information with us or others Account applications and forms Investment questionnaires and suitability 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 Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 17  from us. 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 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 limited to: processing transactions; general account maintenance; responding to regulators or legal investigations; and credit reporting. No Not Shared Yes Yes No Not Shared Marketing Purposes Uniting Wealth Partners 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 Uniting Wealth Partners 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. 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]. Information About Former Clients Uniting Wealth Partners 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 479-364-0686. Uniting Wealth Partners, LLC 240 Saint Paul Street, Suite 300, Denver, CO 80206 Phone: 479-364-0686 https://unitingwealthpartners.com/ Page 18