Disclosures

Important information about RAW Wealth.

The following disclosures are provided for the benefit of clients and prospective clients. They are intended to be read alongside RAW Wealth's other regulatory and engagement documents.

Notice

This page contains editable placeholder language. Final disclosure copy, including registration status and required regulatory disclosures, must be drafted and reviewed by qualified compliance counsel before publication.

01

Firm registration status

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02

Jurisdictional limitations

Advisory services are offered only in jurisdictions where RAW Wealth and its representatives are properly registered or where an applicable exemption from registration applies. Nothing on this website constitutes an offer to provide advisory services to any person in any jurisdiction in which such an offer would be unlawful.

03

Investment adviser representative

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04

Advisory services only where properly registered or exempt

RAW Wealth provides advisory services only to persons in jurisdictions where it is properly registered, notice filed, or exempt from such requirements. This website is intended for informational purposes and does not, by itself, constitute the rendering of personalized investment advice.

05

Form ADV

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06

Form CRS

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07

No guarantee of results

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No representation is made that any client will or is likely to achieve results comparable to those discussed in any general materials. Forward-looking statements are inherently uncertain.

08

No legal or tax advice

RAW Wealth does not provide legal, accounting, or tax advice. Clients should consult qualified legal, accounting, and tax professionals regarding their specific circumstances. Any references to tax or legal matters in materials prepared by RAW Wealth are general in nature and not intended as advice for any particular client.

09

No offer to sell securities

Nothing on this website or in any RAW Wealth communication constitutes an offer to sell, or a solicitation of an offer to buy, any security, interest, or product. RAW Wealth does not act as a broker-dealer and does not engage in the sale of securities or the solicitation of investments on behalf of any issuer, fund, or sponsor.

10

Third-party links

Links to third-party websites are provided for convenience only. RAW Wealth is not responsible for the content, accuracy, or practices of any third-party site. Inclusion of any link does not imply endorsement, recommendation, or affiliation with the operator of that site.

11

Marketing, testimonials, and endorsements

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[Editable placeholder. Any testimonials, endorsements, third-party rankings, awards, case studies, or representative client experiences featured on this website or in marketing materials must comply with applicable rules, including the SEC Marketing Rule where it applies. Include any required disclosures regarding compensation, material conflicts of interest, and the basis for any such content. Review with compliance counsel before publication.]

12

Privacy and communications

RAW Wealth treats client information as private and confidential. Communications submitted through this website are not guaranteed to be secure. Please do not send sensitive personal or financial information via the website's contact form. For a complete description of our privacy practices, please contact us to request our current privacy notice. [Editable placeholder — link to the firm's finalized privacy policy when available.]

Last updated: [Editable placeholder]. These disclosures may be updated from time to time. The most recent version published on this page supersedes all prior versions.

Questions about these disclosures? Speak with us directly.

We are happy to walk through any of the items above and provide additional documentation upon request.