Wealthbridge Capital Management, LLC

WealthBridge Capital Management, LLC Form ADV Part 2A – Disclosure Brochure Effective: August 3, 2026 This Form ADV Part 2A (“Disclosure Brochure”) provides information about the qualifications and business practices of WealthBridge Capital Management, LLC (“WealthBridge Capital” or the “Advisor”). The Advisor also conducts business under the practice name (“doing business as” or “dba” names) Novel Divorce Financial Solutions. If you have any questions about the content of this Disclosure Brochure, please contact the Advisor at (614) 591-4515. WealthBridge Capital 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 WealthBridge Capital to assist you in determining whether to retain the Advisor. Certain Advisory Persons of WealthBridge Capital provide advisory services under a practice name or “doing business as” name. However, advisory services are engaged exclusively through WealthBridge Capital. Additional information about WealthBridge Capital and its Advisory Persons is available on the SEC’s website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 298254. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 http://wealthbridgecm.com  Item 2 – Material Changes Form ADV 2 is divided into two parts: Part 2A (the "Disclosure Brochure") and Part 2B (the "Brochure Supplement"). The Disclosure Brochure provides information about a variety of topics relating to an Advisor’s business practices and conflicts of interest. The Brochure Supplement provides information about the Advisory Persons of WealthBridge Capital. For convenience, the Advisor has combined these documents into a single disclosure document. WealthBridge Capital 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. WealthBridge Capital encourages all current and prospective clients to read this Disclosure Brochure and discuss any questions you may have with the Advisor. Material Changes The following material change has been made to this Disclosure Brochure since the last annual amendment filing on February 3, 2026: • The Advisor has added the d/b/a of Novel Divorce Financial Solutions for divorce financial analysis. Please see Items 4 & 5 for additional information. Future Changes From time to time, the Advisor may amend this Disclosure Brochure to reflect changes in our business practices, changes in regulations or routine annual updates as required by the securities regulators. This complete Disclosure Brochure or a Summary of Material Changes shall be provided to you annually and if a material change occurs. At any time, you may view the current Disclosure Brochure on-line at the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 298254. You may also request a copy of this Disclosure Brochure at any time, by contacting the Advisor at (614) 591-4515. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 2 http://wealthbridgecm.com  Item 3 – Table of Contents 1 Item 1 – Cover Page Item 2 – Material Changes ..................................................................................................................................... 2 Item 3 – Table of Contents .................................................................................................................................... 3 Item 4 – Advisory Services ................................................................................................................................... 4 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 ......................................................................................................................... 7 A. Fees for Advisory Services ............................................................................................................................................. 7 B. Fee Billing ....................................................................................................................................................................... 8 C. Other Fees and Expenses .............................................................................................................................................. 8 D. Advance Payment of Fees and Termination .................................................................................................................. 9 E. Compensation for Sales of Securities ............................................................................................................................. 9 Item 6 – Performance-Based Fees and Side-By-Side Management ................................................................ 10 Item 7 – Types of Clients ..................................................................................................................................... 10 Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss ........................................................ 10 A. Methods of Analysis ...................................................................................................................................................... 10 B. Risk of Loss .................................................................................................................................................................. 11 Item 9 – Disciplinary Information ....................................................................................................................... 12 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 ........................................................................................................................ 12 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 ........................................................................................ 14 A. Compensation Received by WealthBridge Capital ....................................................................................................... 14 B. Compensation for Client Referrals ................................................................................................................................ 15 Item 15 – Custody ................................................................................................................................................ 15 Item 16 – Investment Discretion ......................................................................................................................... 15 Item 17 – Voting Client Securities ...................................................................................................................... 15 Item 18 – Financial Information .......................................................................................................................... 16 Form ADV Part 2B – Brochure Supplement(s) .................................................................................................. 17 Privacy Policy ....................................................................................................................................................... 30 WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 3 http://wealthbridgecm.com  Item 4 – Advisory Services A. Firm Information WealthBridge Capital Management, LLC (“WealthBridge Capital” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The Advisor was organized as a Limited Liability Company (“LLC”) under the laws of Delaware in April 2018 and became a registered investment advisor in August 2018. WealthBridge Capital is owned and operated by Ryan M. Dunlap (President Chief Executive Officer, and Financial Advisor) and Robert W. Faulkner (Principal, Chief Financial Officer, Chief Compliance Officer, and Financial Advisor). This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by WealthBridge Capital. B. Advisory Services Offered WealthBridge Capital offers wealth management services to individuals, high net worth individuals, trusts, and estates (each referred to as a “Client”). The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness and good faith towards each Client and seeks to mitigate potential conflicts of interest. WealthBridge Capital’s fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. Wealth Management Services WealthBridge Capital provides Clients with wealth management services, which includes discretionary management of investment portfolios in connection with a broad range of comprehensive financial planning services. Financial Planning – The Advisor offers financial planning and consulting as a component of its wealth management services. Services are offered in several areas of a Client’s financial situation, depending on their goals and objectives. Generally, such financial planning services involve preparing a formal financial plan or rendering a specific financial consultation based on the Client’s financial goals and objectives. This planning or consulting may encompass one or more areas of need, including but not limited to, investment planning, retirement planning, personal savings, education savings, insurance needs, and other areas of a Client’s financial situation. A financial plan developed for 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. WealthBridge Capital may also refer Clients to an accountant, attorney or another specialist, as appropriate for their unique situation. For certain financial planning engagements, the Advisor will provide a written summary of Client’s financial situation, observations, and recommendations. For consulting or ad-hoc engagements, the Advisor may not provide a written summary. Financial planning recommendations pose a conflict between the interests of the Advisor and the interests of the Client. For example, the Advisor has an incentive to recommend that Clients engage the Advisor for investment management services or to increase the level of investment assets, as it would increase the amount of advisory fees paid to the Advisor. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to implement the transaction through the Advisor. Investment Management – WealthBridge Capital offers investment management services as a component of its wealth management services. WealthBridge Capital provides customized investment management solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and related advisory services. WealthBridge Capital works closely with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create an overall investment strategy. WealthBridge Capital will then construct one or more investment WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 4 http://wealthbridgecm.com  portfolios, consisting primarily of low-cost, exchange-traded funds (“ETFs”) or low-cost mutual funds to achieve the Client’s investment goals. The Advisor may also utilize individual stocks, individual bonds, and/or other types of investments, as appropriate, to meet the needs of particular Clients. The Advisor may retain certain types of investments based on a Client’s legacy portfolio construction based on portfolio fit, tax ramifications and other factors as identified between the Advisor and the Client. WealthBridge Capital in certain circumstances will retain mutual funds on a fund by fund basis that are not the lowest share class available. These circumstances occur when a Client transfers in kind mutual funds to their account[s], specific custodial and/or mutual fund company constraints, material tax considerations, sales charges. In such cases, 12b-1 fees may be paid by the fund. If a 12b-1 fee is paid it is retained by the custodian and not paid to the Advisor or its Advisory Persons. WealthBridge Capital’s investment approach is primarily long-term focused, but the Advisor may buy, sell or re- allocate positions that have been held for less than one year to meet the objectives of the Client or due to market conditions. WealthBridge Capital will construct, implement and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. WealthBridge Capital evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. WealthBridge Capital may recommend, on occasion, redistributing investment allocations to diversify the portfolio. WealthBridge Capital may recommend specific positions to increase sector or asset class weightings. The Advisor may recommend employing cash positions as a possible hedge against market movement. WealthBridge Capital may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position[s] in the portfolio, change in risk tolerance of Client, generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. Schwab Institutional Intelligent Portfolios – The Advisor may recommend an automated investment program through which Clients are invested in a range of investment strategies WealthBridge Capital has constructed and manages. The Client’s portfolio is held in a brokerage account opened by the Client at Charles Schwab & Co., Inc. (“Schwab”). The Advisor utilizes the Institutional Intelligent Portfolios® platform, offered by Schwab Performance Technologies, a software provider to independent investment advisors and an affiliate of Schwab, to operate the Schwab Institutional Intelligent Portfolios. The Advisor remains the Client’s investment advisor and primary point of contact. The Advisor is responsible for determining the appropriateness of the Schwab Institutional Intelligent Portfolios for the Client, choosing a suitable investment strategy and portfolio for the Client’s investment needs and goals, and managing that portfolio on an ongoing basis. Use of Independent Managers – WealthBridge Capital 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 Advisor will perform initial and ongoing oversight and due diligence over each Independent Manager to ensure the strategy remains aligned with Client’s investment objectives and overall best interests. The Advisor 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). Retirement Accounts – When the Advisor provides investment advice to Clients regarding ERISA retirement accounts or individual retirement accounts (“IRAs”), the Advisor is a fiduciary within the meaning of Title I of the Employee Retirement Income Security Act (“ERISA”) and/or the Internal Revenue Code (“IRC”), as applicable, which are laws governing retirement accounts. When deemed to be in the Client’s best interest, the Advisor will 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 WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 5 http://wealthbridgecm.com  another, one IRA to another IRA, or from one type of account to another account (e.g. commission-based account to fee-based account). Such a recommendation creates a conflict of interest if the Advisor will earn a new (or increase its current) advisory fee as a result of the transaction. No client is under any obligation to roll over a retirement account to an account managed by the Advisor. At no time will WealthBridge Capital 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. Divorce Financial Analysis WealthBridge Capital offers divorce financial analysis services to individuals and couples who are contemplating or undergoing divorce. These services are provided through its Novel Divorce Financial Solutions d/b/a. The service is designed to assist Clients in understanding and evaluating financial matters related to their divorce. Services may include the review and analysis of financial information and the preparation of supporting financial information and evaluations for use by the Client and the Client’s legal counsel. As part of the engagement, WealthBridge Capital d/b/a Novel Divorce Financial Solutions may review and analyze financial information provided by the Client, evaluate the financial implications of matters related to the divorce, and prepare supporting financial information and evaluations for use by the Client and the Client’s legal counsel. The nature and scope of the analysis will depend on the Client’s individual circumstances and the terms of the engagement. Educational Seminars WealthBridge Capital also hosts educational seminars that typically last about 60 to 90 minutes. Seminars may include the following topics: how to budget finances, how to improve credit scores, management of student loans and credit card debt and retirement savings and investment basics. These seminars are general in nature and do not take into account any specific Client goals, objectives, or horizons. C. Client Account Management Prior to engaging WealthBridge Capital to provide investment advisory services, each Client is required to enter into one or more agreements with the Advisor that define the terms, conditions, authority and responsibilities of the Advisor and the Client. These services may include: ● Establishing an Investment Strategy – WealthBridge Capital, in connection with the Client, will develop a strategy that seeks to achieve the Client’s goals and objectives. ● Asset Allocation – WealthBridge Capital 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 – WealthBridge Capital will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client. ● Investment Management and Supervision – WealthBridge Capital will provide investment management and ongoing oversight of the Client’s investment portfolio. D. Wrap Fee Programs WealthBridge Capital does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by WealthBridge Capital. E. Assets Under Management As of December 31, 2025, WealthBridge Capital manages $709,717,823 in Client assets, all of which are managed on a discretionary basis. Clients may request more current information at any time by contacting the Advisor. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 6 http://wealthbridgecm.com  Item 5 – Fees and Compensation The following paragraphs detail the fee structure and compensation methodology for services provided by the Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or more written agreements with the Advisor. A. Fees for Advisory Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement. Wealth management fees are based on the market value of assets under management at the end of the prior calendar quarter. Wealth management fees are based on the following schedule: Assets Under Management ($) Up to $250,000 $250,001 to $500,000 $500,001 to $1,000,000 $1,000,001 to $2,500,000 $2,500,001 to $5,000,000 Over $5,000,000 Annual Rate (%) 1.50% 1.35% 1.20% 1.00% 0.90% 0.80% Fees for wealth management in the first quarter of service are prorated from the inception date of the account[s] to the end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor. All securities held in accounts managed by WealthBridge Capital will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the Custodian’s valuations to ensure accurate billing. Divorce Financial Analysis WealthBridge Capital d/b/a Novel Divorce Financial Solutions generally provides divorce financial analysis services at an hourly rate of $300. Clients receiving paid divorce financial analysis services are required to pay an initial retainer of $3,000, which is applied against fees and costs incurred in connection with the engagement. The initial retainer may not cover all fees and costs necessary to complete the analysis. If the initial retainer is exhausted, the Advisor may require an additional retainer in an amount determined based on the services to be provided. Schwab Institutional Intelligent Portfolios Schwab Institutional Intelligent Portfolios are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement. Advisory fees are based on the market value of assets under management at the end of the prior calendar quarter. Advisory fees range from 0.25% to 0.50%: 403(b) investment management: 403(b) plans will be charged a flat fee of .50% of AUM. These fees are based on the market value of assets under management at the end of the prior calendar quarter. Fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment management agreement Use of Independent Managers As noted in Item 4, the Advisor will implement all or a portion of a Client’s investment portfolio utilizing one or more Independent Managers. To eliminate any conflict of interest, the Advisor does not earn any compensation from an Independent Manager. The Advisor will only earn its investment advisory fee as described above. Independent Managers typically do not offer any fee discounts but may have a breakpoint schedule which will reduce the fee with an increased level of assets placed under management with an Independent Manager. The terms of such fee arrangements are included in the Independent Manager’s disclosure brochure and applicable contract[s] with the Independent Manager. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 7 http://wealthbridgecm.com  Educational Seminars Fees for educational seminars or speaking engagements range up to $149 per individual per engagement depending on the content of the seminar. B. Fee Billing Wealth Management Services Wealth management fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted from the Client’s account[s] at the beginning of the respective quarter. The amount due is calculated by applying the annual rate divided by the number of days in the year and multiplied by the number of days in the billing period to the total assets under management with WealthBridge Capital at the end of the prior quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the wealth management fee. It is the responsibility of the Client to verify the accuracy of these fees as listed on the Custodian’s brokerage statement as the Custodian does not assume this responsibility. Clients provide written authorization permitting advisory fees to be deducted by WealthBridge Capital directly from their account[s] held by the Custodian as part of the investment advisory agreement and separate account forms provided by the Custodian. Divorce Financial Analysis For divorce financial analysis engagements, fees and costs are applied against the Client’s retainer as services are performed. WealthBridge Capital d/b/a Novel Divorce Financial Solutions bills monthly for services performed during the preceding month and provides a statement identifying the services performed, time allocated and costs incurred. Any charges in excess of the retainer are due and payable within 30 days of the invoice. Amounts not paid within 30 days are subject to interest at an annual rate of 18% (1.5% per month), plus costs of collection. Schwab Institutional Intelligent Portfolios Schwab Institutional Intelligent Portfolios are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted from the Client’s account[s] at the beginning of the respective quarter. The amount due is calculated by applying the annual rate divided by the number of days in the year and multiplied by the number of days in the billing period to the total assets under management with WealthBridge Capital at the end of the prior quarter. Clients will be provided with a statement, at least quarterly, from the Custodian reflecting deduction of the wealth management fee. It is the responsibility of the Client to verify the accuracy of these fees as listed on the Custodian’s brokerage statement as the Custodian does not assume this responsibility. Clients provide written authorization permitting advisory fees to be deducted by WealthBridge Capital directly from their account[s] held by the Custodian as part of the investment 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 WealthBridge Capital’s 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 Advisor may assume responsibility for calculating the Client’s fees and deduct all fees from the Client’s account[s]. Educational Seminars Fees are due upon registration for the seminar. Under no circumstances will WealthBridge Capital collect these fees 6 months or more in advance. C. Other Fees and Expenses Clients may incur certain fees or charges imposed by third parties, other than WealthBridge Capital, in connection with investments made on behalf of the Client’s account[s]. The Client is responsible for all securities execution and custody fees charged by the Custodian, if applicable. The Advisor's recommended Custodian does not charge securities transaction fees for ETF and equity trades in a Client's account, provided that the account meets the terms and conditions of the Custodian's brokerage requirements. However, the Custodian typically WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 8 http://wealthbridgecm.com  charges for mutual funds and other types of investments. The fees charged by WealthBridge Capital are separate and distinct from these custody and execution fees. Clients invested through the Schwab Institutional Intelligent Portfolios will not be charged a separate fee for securities transaction fees for the purchase and rebalancing of the Client’s investment portfolio. Clients will be responsible for the sale of any legacy investments for implementation of Schwab Institutional Intelligent Portfolios. In addition, all fees paid to WealthBridge Capital for investment advisory services are separate and distinct from the expenses charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are described in each fund’s prospectus. These fees and expenses will generally be used to pay management fees for the funds, other fund expenses, account administration (e.g., custody, brokerage and account reporting), and a possible distribution fee. A Client may be able to invest in these products directly, without the services of WealthBridge Capital, but would not receive the services provided by WealthBridge Capital 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 WealthBridge Capital to fully understand the total fees to be paid. Please refer to Item 12 – Brokerage Practices for additional information. D. Advance Payment of Fees and Termination Wealth Management Services WealthBridge Capital is compensated for the above services in advance of the quarter in which investment advisory services are rendered. Either party may terminate the wealth management agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the wealth management agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five- day period, the Client will incur charges for bona fide wealth management 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 advisory fees from the effective date of termination to the end of the quarter. The Client’s wealth management agreement with the Advisor is non-transferable without the Client’s prior consent. Divorce Financial Analysis Clients receiving paid divorce financial analysis services are required to pay an initial retainer of $3,000. Fees and costs are applied against the retainer as they are incurred. If the initial retainer is exhausted, WealthBridge Capital d/b/a Novel Divorce Financial Solutions may require an additional retainer. Any unused portion of a retainer will be refunded to the Client. The divorce financial analysis engagement concludes upon finalization of the Client’s divorce. Use of Independent Managers In the event that the Advisor 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 Advisor and the Independent Manager. WealthBridge Capital will assist the Client with the termination and transition as appropriate. E. Compensation for Sales of Securities WealthBridge Capital does not buy or sell securities to earn commissions and does not receive any compensation for securities transactions in any Client account, other than the investment advisory fees noted above. Insurance Agency Affiliations Certain Advisory Persons are also licensed as independent insurance professionals. As an independent insurance professional, an Advisory Person will earn commission-based compensation for selling insurance products, including insurance products they sell to Clients. Insurance commissions earned by an Advisory Person are separate and in addition to advisory fees. This practice presents a conflict of interest because a person providing investment advice on behalf of the Advisor who is also an insurance agent has an incentive to recommend insurance products to Clients for the purpose of generating commissions rather than solely based on Client needs. However, Clients are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with the Advisor. Please see Item 10 – Other Financial Industry Activities and Affiliations. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 9 http://wealthbridgecm.com  Item 6 – Performance-Based Fees and Side-By-Side Management WealthBridge Capital does not charge performance-based fees for its investment advisory services. The fees charged by WealthBridge Capital are as described in Item 5 above and are not based upon the capital appreciation of the funds or securities held by any Client. WealthBridge Capital 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 WealthBridge Capital offers wealth management services to individuals, high net worth individuals, trusts, and estates. The amount of each type of Client is available on WealthBridge Capital’s Form ADV Part 1A. These amounts may change over time and are updated at least annually by the Advisor. WealthBridge Capital generally requires a minimum household relationship size of $500,000, but may accept clients with smaller amounts at the sole discretion of the Advisor. Clients eligible to enroll in the Schwab Institutional Intelligent Portfolios include individuals, IRAs, and revocable living trusts. Clients that are organizations (such as corporations and partnerships) or government entities, and clients that are subject to the Employee Retirement Income Security Act of 1974, are not eligible for Schwab Institutional Intelligent Portfolios. The minimum investment required to open an account in the Schwab Institutional Intelligent Portfolios is $5,000. The minimum account balance to enroll in the tax-loss harvesting feature is $50,000. Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis WealthBridge Capital employs fundamental, technical, and cyclical analysis in developing investment strategies for its Clients. Research and analysis from WealthBridge Capital 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. These criteria consist generally of ratios and trends that may indicate the overall strength and financial viability of the entity being analyzed. Assets are deemed suitable if they meet certain criteria to indicate that they are a strong investment with a value discounted by the market. While this type of analysis helps the Advisor in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in the fundamental analysis may lose value and may have negative investment performance. The Advisor monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are included below in Item 13 – Review of Accounts. 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 WealthBridge Capital will be able to accurately predict such a reoccurrence. 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 WealthBridge Capital is recommending. The risks with cyclical analysis are similar to those of technical analysis. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 10 http://wealthbridgecm.com  As noted above, WealthBridge Capital generally employs a long-term investment strategy for its Clients, as consistent with their financial goals. WealthBridge Capital 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, WealthBridge Capital 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. WealthBridge Capital will assist Clients in determining an appropriate strategy based on their tolerance for risk and other factors noted above. However, there is no guarantee that a Client will meet their investment goals. While the methods of analysis help the Advisor in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in these methods of analysis may lose value and may have negative investment performance. The Advisor monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are included below in Item 13 – Review of Accounts. Each Client engagement will entail a review of the Client's investment goals, financial situation, time horizon, tolerance for risk and other factors to develop an appropriate strategy for managing a Client's account. Client participation in this process, including full and accurate disclosure of requested information, is essential for the analysis of a Client's account[s]. The Advisor shall rely on the financial and other information provided by the Client or their designees without the duty or obligation to validate the accuracy and completeness of the provided information. It is the responsibility of the Client to inform the Advisor of any changes in financial condition, goals or other factors that may affect this analysis. The risks associated with a particular strategy are provided to each Client in advance of investing Client accounts. The Advisor will work with each Client to determine their tolerance for risk as part of the portfolio construction process. Following are some of the risks associated with the Advisor’s investment approach: 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 have a large bid-ask spread and low trading volume. The price of an ETF fluctuates based upon the market movements and may dissociate from the index being tracked by the ETF or the price of the underlying investments. An ETF purchased or sold at one point in the day may have a different price than the same ETF purchased or sold a short time later. There is also a risk that Authorized Participants are unable to fulfill their responsibilities. Authorized Participants are one of the major parties involved with ETF creation/redemption mechanism in the markets. The Authorized Participants play a critical role in the liquidity of ETFs and essentially have the exclusive right to change the supply of ETF shares in the market. If the Authorized Participants does not fulfill this expected role, there could be an adverse impact on liquidity and the valuation of an ETF. 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. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 11 http://wealthbridgecm.com  Past performance is not a guarantee of future returns. Investing in securities and other investments involve a risk of loss that each Client should understand and be willing to bear. Clients are reminded to discuss these risks with the Advisor. Item 9 – Disciplinary Information There are no legal, regulatory, or disciplinary events involving WealthBridge Capital or its management persons. WealthBridge Capital values the trust Clients place in the Advisor. The Advisor encourages Clients to perform the requisite due diligence on any advisor or service provider that the Client engages. The backgrounds of the Advisor and its Advisory Persons are available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 298254. Item 10 – Other Financial Industry Activities and Affiliations Insurance Agency Affiliations As noted in Item 5, certain Advisory Persons are also licensed insurance professionals. Implementations of insurance recommendations are separate and apart from an Advisory Person's role with the Advisor. As an insurance professional, an Advisory Person will receive customary commissions and other related revenues from the various insurance companies whose products are sold. An Advisory Person is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by an Advisory Person or the Advisor. Schwab Institutional Intelligent Portfolios As noted in Item 4 – Advisory Services, WealthBridge Capital may recommend that a Client’s investment portfolio be implemented through the Schwab Institutional Intelligent Portfolios. WealthBridge Capital may be required to pay Schwab Institutional Intelligent Portfolios an investment sub-advisory fee for the use of the platform, trading, rebalancing, fee billing, reporting and other services. The Advisor does not receive compensation from Schwab Institutional Intelligent Portfolios, Schwab or any other affiliate for these services but does receive these services at a discount. Use of Independent Managers As noted in Item 4, the Advisor may implement all or a portion of a Client’s investment portfolio with one or more Independent Managers. The Advisor does not receive any compensation nor does this present a material conflict of interest. The Advisor will only earn its investment advisory fee as described in Item 5.A. Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading A. Code of Ethics WealthBridge Capital has implemented a Code of Ethics (the “Code”) that defines the Advisor’s fiduciary commitment to each Client. This Code applies to all persons associated with WealthBridge Capital (“Supervised Persons”). The Code was developed to provide general ethical guidelines and specific instructions regarding the Advisor’s duties to the Client. WealthBridge Capital and its Supervised Persons owe a duty of loyalty, fairness and good faith towards each Client. It is the obligation of WealthBridge Capital’s Supervised Persons to adhere not only to the specific provisions of the Code, but also to the general principles that guide the Code. The Code covers a range of topics that address employee ethics and conflicts of interest. To request a copy of the Code, please contact the Advisor at (614) 591-4515. B. Personal Trading with Material Interest WealthBridge Capital allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. WealthBridge Capital does not act as principal in any transactions. In addition, the Advisor does not act as the general partner of a fund, or advise an investment company. WealthBridge Capital does not have a material interest in any securities traded in Client accounts. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 12 http://wealthbridgecm.com  C. Personal Trading in Same Securities as Clients WealthBridge Capital allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. Owning the same securities that are recommended (purchase or sell) to Clients presents a conflict of interest that, as fiduciaries, must be disclosed to Clients and mitigated through policies and procedures. As noted above, the Advisor has adopted the Code to address insider trading (material non-public information controls); gifts and entertainment; outside business activities and personal securities reporting. When trading for personal accounts, Supervised Persons have a conflict of interest if trading in the same securities. The fiduciary duty to act in the best interest of its Clients can be violated if personal trades are made with more advantageous terms than Client trades, or by trading based on material non-public information. This risk is mitigated by WealthBridge Capital requiring reporting of personal securities trades by its Supervised Persons for review by the Chief Compliance Officer (“CCO”) or delegate. The Advisor has also adopted written policies and procedures to detect the misuse of material, non-public information. D. Personal Trading at Same Time as Client While WealthBridge Capital 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 afterward. At no time will WealthBridge Capital, or any Supervised Person of WealthBridge Capital, transact in any security to the detriment of any Client. Item 12 – Brokerage Practices A. Recommendation of Custodian[s] WealthBridge Capital 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 WealthBridge Capital to direct trades to the Custodian as agreed upon in the investment advisory agreement. Further, WealthBridge Capital does not have the discretionary authority to negotiate commissions on behalf of Clients on a trade-by-trade basis. Where WealthBridge Capital 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 Custodian recommended by WealthBridge Capital and will not incur any extra fee or cost associated from the Advisor associated with using a custodian not recommended by WealthBridge Capital. WealthBridge Capital 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, its reputation and/or the location of the Custodian’s offices. WealthBridge Capital will typically recommend that Clients establish their account[s] at Charles Schwab & Co., Inc. (“Schwab”), a FINRA-registered broker-dealer and member SIPC. Schwab will serve as the Client’s “qualified custodian”. WealthBridge Capital maintains an institutional relationship with Schwab, whereby the Advisor receives economic benefits from Schwab. Please see Item 14 below. Following are additional details regarding the brokerage practices of the Advisor: 1. Soft Dollars - Soft dollars are revenue programs offered by broker-dealers/custodians whereby an advisor enters into an agreement to place security trades with a broker-dealer/custodian in exchange for research and other services. WealthBridge Capital does not participate in soft dollar programs sponsored or offered by any broker-dealer/custodian. However, the Advisor receives certain economic benefits from Schwab. Please see Item 14 below. 2. Brokerage Referrals - WealthBridge Capital 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 WealthBridge Capital 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], unless separately instructed by the Client. The Advisor will not engage in any principal transactions (i.e., trade of any security from or to the Advisor’s own account) or cross WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 13 http://wealthbridgecm.com  transactions with other Client accounts (i.e., purchase of a security into one Client account from another Client’s account[s]). WealthBridge Capital 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. The Advisor may not be able to aggregate orders to reduce transaction costs in a Client directed brokerage account. 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. WealthBridge Capital will execute its transactions through the Custodian as authorized by the Client. WealthBridge Capital 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 the Advisor and periodically by the CCO. Formal reviews are generally conducted at least annually or more frequently depending on the needs of the Client. B. Causes for Reviews In addition to the investment monitoring noted in Item 13.A., each Client account shall be reviewed at least annually. Reviews may be conducted more frequently at the Client’s request. Accounts may be reviewed as a result of major changes in economic conditions, known changes in the Client’s financial situation, and/or large deposits or withdrawals in the Client’s account[s]. The Client is encouraged to notify WealthBridge Capital if changes occur in the Client’s personal financial situation that might adversely affect the Client’s investment plan. Additional reviews may be triggered by material market, economic or political events. C. Review Reports The Client will receive brokerage statements no less than quarterly from the Custodian. These brokerage statements are sent directly from the Custodian to the Client. The Client may also establish electronic access to the Custodian’s website so that the Client may view these reports and their account activity. Client brokerage statements will include all positions, transactions and fees relating to the Client’s account[s]. The Advisor may also provide Clients with periodic reports regarding their holdings, allocations, and performance. Item 14 – Client Referrals and Other Compensation A. Compensation Received by WealthBridge Capital Participation in Institutional Advisor Platform WealthBridge Capital has established an institutional relationship with Schwab through its “Schwab Advisor Services” unit, a division of Schwab dedicated to serving independent advisory firms like WealthBridge Capital. As a registered investment advisor participating on the Schwab Advisor Services platform, WealthBridge Capital 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 may influence the Advisor's recommendation of this custodian over one that does not furnish similar software, systems support, or services. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 14 http://wealthbridgecm.com  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 WealthBridge Capital that may not benefit the Client, including: educational conferences and events, financial start-up support, consulting services and discounts for various service providers. Access to these services creates a financial incentive for the Advisor to recommend Schwab, which results in a conflict of interest. WealthBridge Capital believes, however, that the selection of Schwab as Custodian is in the best interests of its Clients. B. Compensation for Client Referrals Certain Clients may be referred to the Advisor by either an affiliated or unaffiliated party (herein "Promoter") and receive, directly or indirectly, compensation for the Client referral. In such instances, the Advisor will compensate the Promoter a fee in accordance with Rule 206(4)-1 of the Advisers Act and any corresponding state securities requirements. Any such compensation shall be paid solely from the investment advisory fees earned by the Advisor, and shall not result in any additional charge to the Client. Item 15 – Custody The Advisor is authorized to deduct its fees from the Client’s account[s] at the Custodian. The Client must place all assets with a “qualified custodian”. The Client is required to engage the Custodian to retain all funds and securities and direct the Advisor to utilize that Custodian for security transactions in the account[s]. The Client should review statements provided by the Custodian, as the Custodian does not perform this review. For more information about custodians and brokerage practices, see Item 12 – Brokerage Practices. If the Client gives the Advisor authority to move money from one account to another account, the Advisor may have custody of those assets. In order to avoid additional regulatory requirements, the Custodian and the Advisor have adopted safeguards to ensure that the money movements are completed in accordance with the Client’s instructions. Item 16 – Investment Discretion WealthBridge Capital 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 WealthBridge Capital. 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 WealthBridge Capital will be in accordance with each Client's investment objectives and goals. Item 17 – Voting Client Securities WealthBridge Capital does not accept proxy-voting responsibility for any Client. Clients will receive proxy statements directly from the Custodian. The Advisor will assist in answering questions relating to proxies, however, the Client retains the sole responsibility for proxy decisions and voting. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 15 http://wealthbridgecm.com  Item 18 – Financial Information Neither WealthBridge Capital, nor its management, have any adverse financial situations that would reasonably impair the ability of WealthBridge Capital to meet all obligations to its Clients. Neither WealthBridge Capital, nor any of its Advisory Persons, have been subject to a bankruptcy or financial compromise. WealthBridge Capital is not required to deliver a balance sheet along with this Disclosure Brochure as the Advisor does not collect advance fees of $1,200 or more for services to be performed six months or more in the future. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 16 http://wealthbridgecm.com  Form ADV Part 2B – Brochure Supplement for Ryan M. Dunlap, CFP® President, Chief Executive Officer, and Financial Advisor Effective: August 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Ryan M. Dunlap, CFP®, (CRD# 2761374) in addition to the information contained in the WealthBridge Capital Management, LLC (“WealthBridge Capital” or the “Advisor”, CRD# 298254) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the WealthBridge Capital Disclosure Brochure or this Brochure Supplement, please contact the Advisor at (614) 591-4515. Additional information about Mr. Dunlap is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or Individual CRD# 2761374. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 17 http://wealthbridgecm.com  Item 2 – Educational Background and Business Experience Ryan M. Dunlap, CFP®, born in 1972, is dedicated to advising Clients of WealthBridge Capital as its President, Chief Executive Officer, and a Financial Advisor. Mr. Dunlap earned a Bachelors of Arts in Management from Purdue University in 1994. Additional information regarding Mr. Dunlap’s employment history is included below. Employment History: 08/2018 to Present President, Chief Executive Officer, and Financial Advisor, WealthBridge Capital Management, LLC Registered Representative, Private Client Services, LLC Financial Advisor, Morgan Stanley Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith, Incorporated 08/2018 to 05/2020 01/2009 to 08/2018 06/1996 to 01/2009 CERTIFIED FINANCIAL PLANNER® Professional I am certified for financial planning services in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Therefore, I may refer to myself as a CERTIFIED FINANCIAL PLANNER® professional or a CFP® professional, and I may use these and the other certification marks (the “CFP Board Certification Marks”) that Certified Financial Planner Board of Standards Center for Financial Planning, Inc. has licensed to CFP Board in the United States. The CFP® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP® certification. You may find more information about the CFP® certification at www.cfp.net. CFP® professionals have met CFP Board’s high standards for education, examination, experience, and ethics. To become a CFP® professional, an individual must fulfill the following requirements: ● Education – Earn a bachelor’s degree or higher from an accredited college or university and complete CFP Board-approved coursework at a college or university through a CFP Board Registered Program. The coursework covers the financial planning subject areas CFP Board has determined are necessary for the competent and professional delivery of financial planning services, as well as a comprehensive financial plan development capstone course. A candidate may satisfy some of the coursework requirement through other qualifying credentials. CFP Board implemented the bachelor’s degree or higher requirement in 2007 and the financial planning development capstone course requirement in May 27012. Therefore, a CFP® professional who first became certified before those dates may not have earned a bachelor’s or higher degree or completed a financial planning development capstone course. ● Examination – Pass the comprehensive CFP® Certification Examination. The examination is designed to assess an individual’s ability to integrate and apply a broad base of financial planning knowledge in the context of real-life financial planning situations. ● Experience – Complete 6,000 hours of professional experience related to the personal financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements. ● Ethics – Satisfy the Fitness Standards for Candidates for CFP® Certification and Former CFP® Professionals Seeking Reinstatement and agree to be bound by CFP Board’s Code of Ethics and Standards of Conduct (“Code and Standards”), which sets forth the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements to remain certified and maintain the right to continue to use the CFP Board Certification Marks: ● Ethics – Commit to complying with CFP Board’s Code and Standards. This includes a commitment to CFP Board, as part of the certification, to act as a fiduciary, and therefore, act in the best interests of the client, at all times when providing financial advice and financial planning. CFP Board may sanction a CFP® professional who does not abide by this commitment, but CFP Board does not guarantee a CFP® WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 18 http://wealthbridgecm.com  professional's services. A client who seeks a similar commitment should obtain a written engagement that includes a fiduciary obligation to the client. ● Continuing Education – Complete 30 hours of continuing education every two years to maintain competence, demonstrate specified levels of knowledge, skills, and abilities, and keep up with developments in financial planning. Two of the hours must address the Code and Standards. Item 3 – Disciplinary Information There are no legal, civil, or disciplinary events to disclose regarding Mr. Dunlap. Mr. Dunlap has never been involved in any regulatory, civil, or criminal action. There have been no client complaints, lawsuits, arbitration claims, or administrative proceedings against Mr. Dunlap. Securities laws require an advisor to disclose any instances where the advisor or its Advisory Persons have been found liable in a legal, regulatory, civil, or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil, or disciplinary events to disclose regarding Mr. Dunlap. However, the Advisor encourages Clients to independently view the background of Mr. Dunlap on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or Individual CRD# 2761374. Item 4 – Other Business Activities Insurance Agency Affiliations Mr. Dunlap is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart Mr. Dunlap’s role with WealthBridge Capital. As an insurance professional, Mr. Dunlap will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Dunlap is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Dunlap or the Advisor. Item 5 – Additional Compensation Mr. Dunlap has additional business activities that are detailed in Item 4 above. Item 6 – Supervision Mr. Dunlap serves as the President, Chief Executive Officer, and a Financial Advisor of WealthBridge Capital. . Mr. Dunlap is supervised by Robert Faulkner, Chief Compliance Officer. Mr. Faulkner can be reached at (614) 591-4515. WealthBridge Capital has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of WealthBridge Capital. Further, WealthBridge Capital is subject to regulatory oversight by various agencies. These agencies require registration by WealthBridge Capital and its Supervised Persons. As a registered entity, WealthBridge Capital is subject to examinations by regulators, which may be announced or unannounced. WealthBridge Capital is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 19 http://wealthbridgecm.com  Form ADV Part 2B – Brochure Supplement for Robert W. Faulkner, CIMA® Principal, Chief Financial Officer, Chief Compliance Officer, and Financial Advisor Effective: August 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Robert W. Faulkner, CIMA®, (CRD# 4426185) in addition to the information contained in the WealthBridge Capital Management, LLC (“WealthBridge Capital” or the “Advisor”, CRD# 298254) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the WealthBridge Capital Disclosure Brochure or this Brochure Supplement, please contact the Advisor at (614) 591-4515. Additional information about Mr. Faulkner is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or Individual CRD# 4426185. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 20 http://wealthbridgecm.com  Item 2 – Educational Background and Business Experience Robert W. Faulkner, CIMA®, born in 1972, is dedicated to advising Clients of WealthBridge Capital as a Principal, Chief Financial Officer, Chief Compliance Officer, and Financial Advisor. Mr. Faulkner earned a Bachelor of Science in Physics from the US Naval Academy in 1994. Additional information regarding Mr. Faulkner’s employment history is included below. Employment History: 08/2018 to Present Principal, Chief Financial Officer, Chief Compliance Officer, and Financial Advisor, WealthBridge Capital Management, LLC Registered Representative, Private Client Services, LLC Financial Advisor, Morgan Stanley Financial Advisor, Merrill Lynch Financial Advisor, Merrill Lynch 08/2018 to 05/2020 01/2009 to 08/2018 09/2002 to 01/2009 07/2001 to 09/2002 Certified Investment Management AnalystSM (CIMA®) The CIMA certification signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. To earn CIMA certification, candidates must: submit an application, pass a background check and have an acceptable regulatory history; pass an online Qualification Examination; complete an in- person or online executive education program at an AACSB accredited university business school; pass an online Certification Examination; and have an acceptable regulatory history as evidenced by FINRA Form U-4 or other regulatory requirements and have three years of financial services experience at the time of certification. CIMA certificants must adhere to IMCA’s Code of Professional Responsibility, Standards of Practice, and Rules and Guidelines for Use of the Marks. CIMA designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification. The designation is administered through Investment Management Consultants Association (IMCA). Item 3 – Disciplinary Information There are no legal, civil, or disciplinary events to disclose regarding Mr. Faulkner. Mr. Faulkner has never been involved in any regulatory, civil, or criminal action. There have been no client complaints, lawsuits, arbitration claims, or administrative proceedings against Mr. Faulkner. Securities laws require an advisor to disclose any instances where the advisor or its Advisory Persons have been found liable in a legal, regulatory, civil, or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil, or disciplinary events to disclose regarding Mr. Faulkner. However, the Advisor encourages Clients to independently view the background of Mr. Faulkner on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or Individual CRD# 4426185. Item 4 – Other Business Activities Insurance Agency Affiliations Mr. Faulkner is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart Mr. Faulkner’s role with WealthBridge Capital. As an insurance professional, Mr. Faulkner will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Faulkner is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Faulkner or the Advisor. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 21 http://wealthbridgecm.com  Item 5 – Additional Compensation Mr. Faulkner has additional business activities that are detailed in Item 4 above. Item 6 – Supervision Mr. Faulkner serves as a Principal, Chief Financial Officer, Chief Compliance Officer, and Financial Advisor of WealthBridge Capital. Mr. Faulkner can be reached at (614) 591-4515. WealthBridge Capital has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of WealthBridge Capital. Further, WealthBridge Capital is subject to regulatory oversight by various agencies. These agencies require registration by WealthBridge Capital and its Supervised Persons. As a registered entity, WealthBridge Capital is subject to examinations by regulators, which may be announced or unannounced. WealthBridge Capital is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 22 http://wealthbridgecm.com  Form ADV Part 2B – Brochure Supplement for Kati J. Hays Financial Advisor Effective: August 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Kati J. Hays (CRD# 7604646) in addition to the information contained in the WealthBridge Capital Management, LLC (“WealthBridge Capital” or the “Advisor”, CRD# 298254) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the WealthBridge Capital Disclosure Brochure or this Brochure Supplement, please contact us at (614) 591-4515. Additional information about Ms. Hays is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 7604646. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 23 http://wealthbridgecm.com  Item 2 – Educational Background and Business Experience Kati J. Hays, born in 1990, is dedicated to advising Clients of WealthBridge Capital as a Financial Advisor. Ms. Hays attended Indiana University South Bend from 2008 to 2009. Additional information regarding Ms. Hays’ employment history is included below. Employment History: Financial Advisor, WealthBridge Capital Management, LLC Investment Advisor Representative, Edward Jones Registered Representative, Edward Jones General Manager, America at Play, Inc. 01/2025 to Present 11/2022 to 01/2025 09/2022 to 01/2025 03/2015 to 07/2022 Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Ms. Hays. Ms. Hays has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Ms. Hays. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Ms. Hays. However, we do encourage you to independently view the background of Ms. Hays on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with her full name or her Individual CRD# 7604646. Item 4 – Other Business Activities Ms. Hays is dedicated to the investment advisory activities of WealthBridge Capital’s Clients. Ms. Hays does not have any other business activities. Item 5 – Additional Compensation Ms. Hays is dedicated to the investment advisory activities of WealthBridge Capital’s Clients. Ms. Hays does not receive any additional forms of compensation. Item 6 – Supervision Ms. Hays serves as a Financial Advisor of WealthBridge Capital and is supervised by Robert Faulkner, the Chief Compliance Officer. Mr. Faulkner can be reached at (614) 591-4515. WealthBridge Capital has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of WealthBridge Capital. Further, WealthBridge Capital is subject to regulatory oversight by various agencies. These agencies require registration by WealthBridge Capital and its Supervised Persons. As a registered entity, WealthBridge Capital is subject to examinations by regulators, which may be announced or unannounced. WealthBridge Capital is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 24 http://wealthbridgecm.com  Form ADV Part 2B – Brochure Supplement for David M. Suchland, CRPC® Financial Advisor Effective: August 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of David M. Suchland, CRPC® (CRD# 2739873) in addition to the information contained in the WealthBridge Capital Management, LLC (“WealthBridge Capital” or the “Advisor”, CRD# 298254) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the WealthBridge Capital Disclosure Brochure or this Brochure Supplement, please contact us at (614) 591-4515. Additional information about Mr. Suchland is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 2739873. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 25 http://wealthbridgecm.com  Item 2 – Educational Background and Business Experience David M. Suchland, CRPC®, born in 1972, is dedicated to advising Clients of WealthBridge Capital as a Financial Advisor. Mr. Suchland earned a Bachelor of Arts from The Ohio State University in 1995. Additional information regarding Mr. Suchland’s employment history is included below. Employment History: Financial Advisor, WealthBridge Capital Management, LLC Investment Advisor Representative, The Joseph Group Capital Management 07/2024 to Present 01/2013 to 07/2024 Chartered Retirement Planning Counselor™ (“CRPC®”) Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post- retirement needs, asset management, estate planning, and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements. Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Suchland. Mr. Suchland has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Suchland. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Suchland. However, we do encourage you to independently view the background of Mr. Suchland on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 2739873. Item 4 – Other Business Activities Mr. Suchland is dedicated to the investment advisory activities of WealthBridge Capital’s Clients. Mr. Suchland does not have any other business activities. Item 5 – Additional Compensation Mr. Suchland is dedicated to the investment advisory activities of WealthBridge Capital’s Clients. Mr. Suchland does not receive any additional forms of compensation. Item 6 – Supervision Mr. Suchland serves as a Financial Advisor of WealthBridge Capital and is supervised by Robert Faulkner, the Chief Compliance Officer. Mr. Faulkner can be reached at (614) 591-4515. WealthBridge Capital has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of WealthBridge Capital. Further, WealthBridge Capital is subject to regulatory oversight by various agencies. These agencies require registration by WealthBridge Capital and its Supervised Persons. As a registered entity, WealthBridge Capital is subject to examinations by regulators, which may be announced or unannounced. WealthBridge Capital is required to periodically update the WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 26 http://wealthbridgecm.com  information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 27 http://wealthbridgecm.com  Form ADV Part 2B – Brochure Supplement for Nicholas K. Neuville Private Wealth Advisor Effective: August 3, 2026 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Nicholas K. Neuville (CRD# 5943863) in addition to the information contained in the WealthBridge Capital Management, LLC (“WealthBridge Capital” or the “Advisor”, CRD# 298254) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the WealthBridge Capital Disclosure Brochure or this Brochure Supplement, please contact us at (614) 591-4515. Additional information about Mr. Neuville is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 5943863. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 28 http://wealthbridgecm.com  Item 2 – Educational Background and Business Experience Nicholas K. Neuville, born in 1989, is dedicated to advising Clients of WealthBridge Capital as a Private Wealth Advisor. Mr. Neuville earned his Associates Degree, Marketing from Northeast Wisconsin Technical College in 2010. Additional information regarding Mr. Neuville’s employment history is included below. Employment History: Private Wealth Advisor, WealthBridge Capital Management, LLC Private Wealth Advisor, WealthBridge Capital Management LLC Financial Advisor, J.P. Morgan Securities LLC Financial Consultant, Charles Schwab & Co., Inc. Business Development Associate, Morgan Stanley Planning Consultant, Fidelity Investments Financial Advisor/Paraplanner, TSG Advice Partners Senior Associate Portfolio Consultant, Charles Schwab & Co., Inc. 05/2026 to Present 05/2026 to Present 02/2023 to 05/2026 11/2022 to 02/2023 07/2022 to 11/2022 06/2022 to 07/2022 05/2022 to 06/2022 07/2016 to 05/2022 Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Neuville. Mr. Neuville has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Neuville. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Neuville. However, we do encourage you to independently view the background of Mr. Neuville on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 5943863. Item 4 – Other Business Activities Mr. Neuville is dedicated to the investment advisory activities of WealthBridge Capital’s Clients. Mr. Neuville does not have any other business activities. Item 5 – Additional Compensation Mr. Neuville is dedicated to the investment advisory activities of WealthBridge Capital’s Clients. Mr. Neuville does not receive any additional forms of compensation. Item 6 – Supervision Mr. Neuville serves as a Private Wealth Advisor of WealthBridge Capital and is supervised by Robert Faulkner, the Chief Compliance Officer. Mr. Faulkner can be reached at (614) 591-4515. WealthBridge Capital has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of WealthBridge Capital. Further, WealthBridge Capital is subject to regulatory oversight by various agencies. These agencies require registration by WealthBridge Capital and its Supervised Persons. As a registered entity, WealthBridge Capital is subject to examinations by regulators, which may be announced or unannounced. WealthBridge Capital is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 29 http://wealthbridgecm.com  Privacy Policy Effective: August 3, 2026 Our Commitment to You WealthBridge Capital Management, LLC (“WealthBridge Capital” or the “Advisor”) is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”). Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust. WealthBridge Capital (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. WealthBridge Capital 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 from us. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 30 http://wealthbridgecm.com  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 Marketing Purposes WealthBridge Capital 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 WealthBridge Capital or the client has a formal agreement with the financial institution. We will only share information for purposes of servicing your accounts, not for marketing purposes. Yes Yes Authorized Users Your non-public personal information may be disclosed to you and persons that we believe to be your authorized agent[s] or representative[s]. No Not Shared Information About Former Clients WealthBridge Capital 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. State-specific Regulations California In response to a California law, to be conservative, we assume accounts with California addresses do not want us to disclose personal information about you to non-affiliated third parties, except as permitted by California law. We also limit the sharing of personal information about you with our affiliates to ensure compliance with California privacy laws. Massachusetts In response to Massachusetts law, the Client must “opt-in” to share non-public personal information with non-affiliated third parties before any personal information is disclosed. Client opt-in is obtained through the Client’s execution of authorization forms provided by the third parties, by executing an Information Sharing Authorization Form, or by other written consent by the Client, as appropriate and consistent with applicable laws and regulations. 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 (614) 591-4515. WealthBridge Capital Management, LLC 550 Polaris Parkway, Suite 560, Westerville, OH 43082 Phone: (614) 591-4515 | Fax: (614) 635-4895 Page 31 http://wealthbridgecm.com