A. Firm Description Adams Wealth Management, LLC (“AWM” or the “Firm”) is organized as a Delaware limited liability company that was founded in November 2016. The principal owner of AWM is S. Craig Adams who holds his ownership through his company Inspire Wealth Advisors, LLC. The Chief Compliance Officer is Connor Murphy. Mr. Murphy also serves as an investment adviser representative of AWM. B. Types of Advisory Services Wealth Management Services AWM offers wealth management services which includes portfolio management, financial planning, and estate planning. Portfolio Management: AWM specializes in quantitative, fundamental, and economic analysis to determine what investments are in or out of favor for AWM’s investment models. AWM assesses clients’ current holdings to ensure they are aligned with their short- and long- term goals. Accordingly, AWM is authorized to perform various functions without further approval from the client, such as the determination of securities to be purchased or to be sold without permission from the client prior to each transaction. AWM’s asset management services are designed to offer portfolio construction and ongoing management of accounts with investment strategies to meet the client’s personal investment goals and objectives. AWM evaluates the current investments of each client with respect to risk tolerance levels and time horizon. Clients may also impose restrictions on investing in certain securities or certain types of securities. AWM is responsible for providing ongoing re- balancing of our clients’ securities holdings. AWM generally limits its money management to equities, bonds, options, fixed income and debt securities, ETFs, structured notes, alternative investments, private placements, and open and closed end mutual funds. AWM may use other securities as well to help diversify a portfolio when applicable. AWM may concentrate portfolios in what we deem to be the most appropriate places to allocate money into. This is based on our strategies, indicators, and proprietary analysis. Financial Planning: AWM builds out personal financial plans as part of this service. There is no additional fee for clients to engage with AWM for a fully comprehensive financial plan. AWM encourages all clients to use this service so we can align your investments with your financial plan. Estate Planning: This service allows clients to work with their AWM planning team and an outsourced attorney to obtain estate planning services. Typically, there is no additional fee for estate planning services. The outsourced attorney will be paid by AWM, except in those cases where complex estate plans are required. If a complex estate plan is needed, AWM will pay a portion of the outsourced attorney’s legal fees. However, before engaging, AWM will work with the client to determine the amount AWM will pay toward the costs of said attorney. The criteria of what constitutes a complex estate plan is completely and entirely within AWM’s discretion. Prior to engaging AWM to provide any of the wealth management services, AWM requires a written financial service agreement (“FSA”) signed by the client prior to the engagement of services. The FSA outlines the services and fees the clients will incur pursuant to the FSA with AWM. Employer Sponsored Retirement Plan Advisory Services AWM offers employer sponsored retirement plan advisory services acting as a 3(38) or 3(21) investment fiduciary, or plan investment advisory services. This service includes working with the plan sponsor to make recommendations of co-fiduciaries such as TPAs and recordkeepers. This service may also include working with the plan sponsor to draft an investment policy statement, asset allocation, and providing ongoing education to plan participants. AWM requires an investment advisory agreement to be signed prior to engagement of services. Because there is an economic incentive to encourage clients to rollover Employer Plan assets to an IRA managed by AWM this creates a material conflict

of interest. You are under no obligation to rollover Employer Plan assets to an IRA managed by AWM. AWM is guided by fiduciary principles in the management of conflicts of interest. AWM is expected to and does always act in the best interests of its clients. Sub Adviser Services AWM acts as a sub adviser to advisers unaffiliated with AWM. These third-party advisers would outsource portfolio management services to AWM. These relationships will be memorialized in each contract between AWM and the third-party advisor. Private Funds AWM or an affiliate is the Managing Member or Manager for AIM Ventura Capital Fund LLC (“VC”), AIM Ventura Co-Invest I LLC (“VCI”), AIM Ventura Co-Invest II LLC (“VCII”), AIM Real Asset Opportunities Fund LLC (“RA”), AIM Opportunity Zone Fund VII LLC (“OZF”), Fairway Investment Fund LLC (“FI”), and AIM Defined Investment Fund LLC (“DI”). AWM may allocate a portion of client’s funds to VC, VCI, VCII, RA, OZF, FI or DI at the client’s request if it is a suitable investment for the client and the client qualifies as a "Qualified Client" as defined by the SEC. AWM is guided by fiduciary principles in the management of conflicts of interest. AWM is expected to and does always act in the best interests of its clients. Business Succession Planning Transfer of ownership of a business can be a very emotional, complex, and confusing process. For this reason, AWM offers clients a business succession plan where it will assist clients with tax strategies, investment allocations, and other services. For non-advisory services AWM may refer clients to lawyers, accountants, and other industry professionals. Prior to engaging AWM to provide a business succession plan, AWM requires a written business succession planning agreement (“BSPA”) signed by the client prior to the engagement of services. The BSPA outlines the services and fees the clients will incur pursuant to the BSPA with AWM. IRA Rollover Recommendation When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice).
• Never put our financial interests ahead of yours when making recommendations (give loyal advice).
• Avoid misleading statements about conflicts of interest, fees, and investments.
• Follow policies and procedures designed to ensure that we give advice that is in your best interest.
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. Because there is an economic incentive to encourage clients to rollover Employer Plan assets to an IRA managed by AWM this creates a material conflict of interest. You are under no obligation to rollover Employer Plan assets to an IRA managed by AWM. AWM is guided by fiduciary principles in the management of conflicts of interest. AWM is expected to and does always act in the best interests of its clients. C. TAILORED RELATIONSHIPS AWM offers the same suite of services to all its clients. The management services and recommendations offered by AWM are based on the individual needs of our clients and may be tailored to meet their specific requirements. Clients may impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. D. ASSETS UNDER MANAGEMENT As of December 31, 2023, AWM had $603,489,061 of Assets Under Management on a discretionary basis.