Disclosures

Effective Date: May 7, 2026

This page summarizes important disclosures regarding the services and content of Winston Solidus Wealth, LLC (“WSW,” “the Firm”). It is a quick reference. Full disclosures are contained in the Firm’s Form ADV Part 2A (Firm Brochure) and Form ADV Part 2B (Brochure Supplement), which are available on this website and through the Investment Adviser Public Disclosure database at adviserinfo.sec.gov.

Investment Adviser Registration

Winston Solidus Wealth, LLC is registered as an investment adviser with the State of Oklahoma. Registration as an investment adviser does not imply any level of skill or training. The Firm’s CRD number is 341577.

Investment Advisory Services

Investment advisory services are offered through Winston Solidus Wealth, LLC pursuant to a written advisory agreement following an appropriate suitability review. Information on this Site is not, and should not be construed as, an offer to buy or sell any security or a solicitation to enter into an advisory relationship outside the jurisdictions in which the Firm is registered or otherwise permitted to operate.

Investment Risk

All investing involves risk, including the possible loss of principal. There is no guarantee that any investment strategy will achieve its stated objective. Past performance is not indicative of future results. The value of investments and the income derived from them can fluctuate, and you may not recover your original investment.

No Legal, Tax, or Accounting Advice

Content on this Site, including blog posts, guides, calculators, and educational materials, is for general information only and is not legal, tax, or accounting advice. The Firm does not provide legal, tax, or accounting services. You should consult qualified independent professionals — attorneys, CPAs, trustees — about matters that fall outside the scope of investment advisory services.

Hypothetical Performance and Calculators

Calculators, projections, charts, and any hypothetical performance figures presented on the Site are illustrative and educational only. They are based on assumptions that may not reflect your actual circumstances and do not represent actual investment results. Hypothetical performance has inherent limitations: it is prepared with the benefit of hindsight, does not involve actual investment, and may not fully reflect the impact of fees, trading costs, taxes, or market liquidity. Actual results will differ, often materially.

Digital Asset and Crypto ETF Disclosure

Where appropriate and consistent with a client’s suitability profile, the Firm provides exposure to digital assets exclusively through regulated, custodian-held exchange-traded funds (ETFs). The Firm does not recommend direct cryptocurrency holdings or self-custody arrangements. Digital asset ETFs are subject to significant volatility, regulatory and tax uncertainty, and other risks beyond those associated with traditional securities. Allocations are sized based on each client’s goals, time horizon, risk tolerance, and suitability review, and are typically limited to a portion of the overall portfolio.

Forward-Looking Statements

Site content may contain forward-looking statements about markets, strategies, or future events. These are based on current expectations and are subject to known and unknown risks and uncertainties. Actual outcomes may differ materially. The Firm undertakes no obligation to update forward-looking statements to reflect subsequent events.

Testimonials and Third-Party Content

The Site does not currently feature client testimonials or endorsements. Where third-party content (articles, statistics, charts) is referenced, it is attributed to its source and provided for informational purposes only. Inclusion does not imply endorsement of the third party or its other content.

Fiduciary Standard

Winston Solidus Wealth, LLC serves its clients as a fiduciary under Oklahoma and federal securities laws, placing client interests first and seeking to identify and address conflicts of interest as they arise. Material conflicts are disclosed in the Firm’s Form ADV Part 2A.

How to Verify the Firm

You can review the Firm’s current Form ADV, registration status, and any disciplinary history on the Investment Adviser Public Disclosure database operated by the SEC and FINRA at adviserinfo.sec.gov. Search by the Firm’s CRD number (341577) or by the name “Winston Solidus Wealth, LLC.”

Contact Us

Winston Solidus Wealth, LLC 2222 W. Hefner Rd., Ste D Oklahoma City, OK 73120 Phone: (405) 633-5464 Email: wes@winstonsolidus.com