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Page 1 of 17 Item 1 Cover Page The Wealth Fitness Group, LLC A California Registered Investment Adviser 10736 Jefferson Blvd/Suite 652 Culver City, CA 90230 (424) 2378294 http://wealthfitness.com
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How to fill out form adv part 2

How to fill out Form ADV Part 2:
01
Begin by carefully reviewing the instructions and guidelines provided by the Securities and Exchange Commission (SEC). It is essential to understand the purpose and requirements of Form ADV Part 2 before proceeding with the filling process.
02
Gather all the necessary information and documentation required to complete the form. This may include details about your firm's ownership, services offered, fee structure, disciplinary history, conflicts of interest, and other relevant information.
03
Start filling out the form by providing your firm's identifying information such as name, address, and contact details. Ensure accuracy and consistency throughout the form.
04
Proceed to the sections that require you to outline your firm's services, including investment strategies, types of clients served, and any minimum account requirements. Be specific and provide sufficient details to give a clear picture of your firm's offerings.
05
In the next section, disclose any material facts about your firm, including regulatory actions, legal proceedings, bankruptcy filings, and other disclosures required by the SEC. Be transparent and honest while providing this information.
06
If applicable, describe any affiliations or relationships with other financial entities, including parent companies or controlling persons. The SEC requires full disclosure of any potential conflicts of interest that may arise from these associations.
07
Provide details about your firm's compensation structure, including how you charge fees and any additional costs clients may incur. Ensure clarity and transparency in explaining your compensation methods.
08
If your firm advises on specific types of investments, such as private funds or wrap fee programs, ensure to complete the relevant sections that outline the nature of these offerings and any associated risks.
09
Review the completed form for accuracy, completeness, and clarity. Double-check all numerical figures, spelling, and grammar.
10
Sign and date the form as required. Ensure that the person signing the form has the appropriate authority to do so on behalf of your firm.
Who needs Form ADV Part 2?
Form ADV Part 2 is required to be filed by investment advisers registered with the SEC or with state securities authorities. It is a crucial disclosure document that provides essential information about an investment adviser's services, fees, potential conflicts of interest, disciplinary history, and other material facts. Clients and prospective clients use this form to make informed decisions about engaging the services of an investment adviser. Therefore, any investment adviser who meets the registration criteria should complete and file Form ADV Part 2.
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What is form adv part 2?
Form ADV Part 2 is a form required to be filed by investment advisers with the Securities and Exchange Commission (SEC) or state securities regulators.
Who is required to file form adv part 2?
Investment advisers registered with the SEC or state securities regulators are required to file Form ADV Part 2.
How to fill out form adv part 2?
Form ADV Part 2 can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of form adv part 2?
The purpose of Form ADV Part 2 is to provide clients with information about an investment adviser's business practices, conflicts of interest, and disciplinary history.
What information must be reported on form adv part 2?
Form ADV Part 2 requires information about an investment adviser's services, fees, conflicts of interest, disciplinary history, and other relevant information.
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