Disclosures

Last updated: October 6, 2026

Registration

30-40 Wealth Partners, LLC (“30-40 Wealth”) is a registered investment adviser registered with the United States Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients.

Form ADV and Form CRS

Our Form CRS (Client Relationship Summary) and Form ADV Part 2A brochure are available on the SEC’s Investment Adviser Public Disclosure website, adviserinfo.sec.gov, where you can also review our registration and background (CRD #311073).

Website content

The views and opinions expressed are made as of the date of publication and are subject to change over time. The content of this website is for informational or educational purposes only. Website content is not intended as individualized investment advice, or as tax, accounting, or legal advice. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. This information should not be relied upon as the sole factor in an investment-making decision. Website users are encouraged to consult with professional financial, accounting, tax, or legal advisers to address their specific needs and circumstances.

Performance and risk

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

Third-party information

Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. Your use of the information is at your sole risk. Under no circumstances are we liable for any claims of damages that result from the use of, or the inability to use, the information provided on this site.

Third-party websites

This website contains links to third-party websites. When you link to any of these third-party websites, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. We are not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information, and programs made available through this website.

Testimonials

Testimonials shown on this site are listed directly on the website for Wealthtender®, an unaffiliated and independent financial directory and educational website. The testimonials were provided by current or former clients of 30-40 Wealth Partners, LLC. No compensation was provided for these testimonials. The experiences described may not be representative of all clients, and there is no guarantee that current or prospective clients will experience the same or similar results.

Case studies and Success Stories

The case studies and Success Stories presented on this site are illustrative and not based on actual client experiences. While they are informed by the types of planning work 30-40 Wealth Partners, LLC has conducted, all names, ages, companies, financial details, and decisions have been fictionalized and do not represent any real individual or client situation.

No offer or solicitation

Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.