Legal Disclosures

This website and its contents are for informational purposes only and do not constitute an offer to sell, or a solicitation of an offer to buy, any securities or investment products. Any offering of securities by EzWealth LLC will be made only through official offering documents, including a Private Placement Memorandum (PPM), to verified accredited investors in compliance with applicable federal and state securities laws.

No information on this website should be construed as investment, legal, tax, or financial advice. Prospective investors should consult with their own legal, tax, and financial advisors before making any investment decision.

Membership interests in EzWealth LLC are offered exclusively to "accredited investors" as defined under Rule 501(a) of Regulation D promulgated under the Securities Act of 1933, as amended. Interests in the Fund have not been registered under the Securities Act of 1933, the Investment Company Act of 1940, or any state securities laws.

Pursuant to Rule 506(c) of Regulation D, the Fund may broadly solicit and advertise its offering, provided that all purchasers are verified accredited investors. Prospective investors must complete a formal accreditation verification process prior to investment.

Investing in EzWealth LLC involves substantial risk, including the potential loss of all or a significant portion of your investment. The following risk factors are not exhaustive and are provided for informational purposes only. A complete description of risk factors will be set forth in the Private Placement Memorandum.

• No guarantee of returns — Past performance is not indicative of future results. There is no assurance that the Fund will achieve its investment objectives.
• Illiquidity — Membership interests are illiquid and subject to significant transfer restrictions. There is no public market for the interests, and investors may not be able to liquidate their investment.
• Concentration risk — The Fund may hold concentrated positions in a limited number of securities, which may increase volatility and the risk of loss.
• Options risk — The use of options and derivatives involves additional risks, including the risk of total loss of the premium paid and leverage risk.
• Market risk — The value of the Fund's investments may decline due to general market conditions, economic factors, or events affecting specific industries or issuers.
• Manager risk — The Fund's performance is dependent on the investment decisions of Ez Capital Investments LLC. There is no guarantee that the manager's strategies will be successful.
• Regulatory risk — Changes in laws, regulations, or tax treatment may adversely affect the Fund or its investors.
• Leverage risk — The Fund may use leverage, which can magnify both gains and losses.

This website may contain forward-looking statements, including statements regarding investment strategies, objectives, and expected performance. These statements are based on current expectations and assumptions and are subject to significant risks and uncertainties. Actual results may differ materially from those expressed or implied by such forward-looking statements.

EzWealth LLC and Ez Capital Investments LLC undertake no obligation to update or revise any forward-looking statements to reflect changed assumptions, the occurrence of unanticipated events, or changes in future operating results.

Ez Capital Investments LLC, the manager of EzWealth LLC, may not be registered as an investment adviser with the U.S. Securities and Exchange Commission or any state securities authority. Nothing on this website constitutes investment advice or a recommendation to buy or sell any security.

The Fund is not registered under the Investment Company Act of 1940 and is not subject to the same regulatory requirements as registered investment companies.

An investment in EzWealth LLC may have significant tax implications. Prospective investors should consult with their own tax advisors regarding the federal, state, local, and foreign tax consequences of an investment in the Fund. The Fund does not provide tax advice.

All information provided to EzWealth LLC or Ez Capital Investments LLC in connection with an investor inquiry or investment is treated as confidential. The Fund will not disclose investor information to third parties except as required by law or as necessary to administer the Fund.

EzWealth LLC is organized as a limited liability company. The Fund and its operations are governed by the laws of the state of organization as set forth in the Operating Agreement. Any disputes arising in connection with the Fund shall be resolved in accordance with the dispute resolution provisions of the Operating Agreement.

For questions regarding these disclosures or to request offering documents, please submit an investor inquiry through the Contact page. All inquiries are confidential and will be reviewed by Ez Capital Investments LLC.