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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: 9258 WEALTH MANAGEMENT, LLC CRD Number: 290693OtherThanAnnual Amendment

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How to fill out client disclosure brochure part

01

Gather all the necessary information and documents needed to complete the client disclosure brochure.

02

Begin by filling out the client's personal information, including their name, address, and contact information.

03

Next, provide a detailed explanation of the services being offered to the client.

04

Include information about the fees and charges associated with the services.

05

Outline any potential conflicts of interest that may arise in the course of providing services to the client.

06

Be sure to thoroughly review and double-check all information before finalizing the client disclosure brochure.

Who needs client disclosure brochure part?

01

Financial advisors, investment firms, and other professionals in the financial services industry who are required to provide clients with detailed information about the services they offer and the fees associated with those services.

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What is client disclosure brochure part?

The client disclosure brochure part is a document that provides important information about the investment advisory services offered by a firm to its clients.

Who is required to file client disclosure brochure part?

Registered investment advisors are required to file client disclosure brochure part with the Securities and Exchange Commission (SEC) or state securities regulators.

How to fill out client disclosure brochure part?

The client disclosure brochure part should be filled out with accurate and up-to-date information about the advisory firm, its services, fees, conflicts of interest, and disciplinary history.

What is the purpose of client disclosure brochure part?

The purpose of the client disclosure brochure part is to ensure transparency and provide clients with the information they need to make informed decisions about their investments.

What information must be reported on client disclosure brochure part?

The client disclosure brochure part must include information about the firm's fees, services, investment strategies, key personnel, and any disciplinary history.

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