Invest Now | Black Wealth

Step 02 · Investor Profile

Tell us about yourself

All information is encrypted and used solely for regulatory verification and account setup.

First Name *

Last Name *

Email Address *

Phone Number *

Date of Birth *

Social Security Number * Encrypted — used for tax reporting & KYC

Current Address

Street Address *

City *

State *

ZIP *

Investment Details

Investment Amount (USD) *

$

Minimum investment: $5,000

Investment Source

Personal Funds

Invest using non-retirement, after-tax capital from your personal account.

IRA / Retirement Account

Invest tax-advantaged dollars through a Self-Directed IRA with Strata Trust.

Please select an investment source to continue.

Accredited Investor Certification

Please certify at least one of the following SEC criteria:

Individual Criteria

Income Test: Individual income exceeding $200,000 (or $300,000 joint with spouse) in each of the two most recent years, with reasonable expectation of the same this year.

Net Worth Test: Net worth exceeding $1,000,000, individually or jointly with spouse, excluding primary residence.

Professional License: Holder of Series 7, 65, or 82 license in good standing.

Entity Criteria

Entity Assets: Entity with total assets exceeding $5,000,000, or all equity owners are accredited investors.

Trust / Institution: Trust over $5,000,000 or bank, insurance company, or registered investment company.

Please certify at least one accredited investor criterion to continue.

Step 03 · Document Routing

Your personalized document package

Based on your investment source, the following documents are required to complete your subscription.

All documents will be auto-populated with your information. You'll review and e-sign each one via DocuSign in subsequent steps.

Step 04 · Strata Trust Application

Self-Directed IRA Account Setup

Strata Trust will serve as the qualified custodian for your IRA. This information establishes your account.

Account Type

Primary Beneficiary

Full Name *

Percentage *

Relationship *

Contingent Beneficiary (Optional)

Full Name

Relationship

Account Funding

Contribution Amount (if applicable)

$

Fee Payment Method *

Bank / ACH Information

Bank Name

Routing Number

Account Number

I acknowledge receipt of the Strata Trust Custodial Agreement, Fee Schedule, Privacy Notice, and IRA Disclosure Statement. I understand Strata Trust acts as a passive, non-discretionary custodian and does not provide investment advice. All investment decisions are my sole responsibility.

Step 05 · IRA Transfer Request

Transfer Your Existing IRA

Provide details of your existing IRA custodian to initiate a direct custodian-to-custodian transfer.

Direct Transfer: Funds move directly between custodians — you never touch the money. No tax withholding applies.

Current IRA Custodian Name *

Account Number *

Custodian Phone

Custodian Address

IRA Type Being Transferred

Transfer Amount

$

Transfer Type

Full Transfer Partial Transfer

Upload Most Recent Statement

Click to upload or drag and drop
PDF, JPG, PNG (max 10MB)

Step 06 · Investment Direction

Direct Strata Trust to Invest

This form instructs Strata Trust to purchase Black Wealth Fund bonds on behalf of your IRA.

Investment Name

Investment Type

Investment Amount *

$

Issuer

Asset Description

I hereby direct Strata Trust Company, as custodian of my Self-Directed IRA, to purchase the above-described investment with funds from my IRA. I certify this investment is not a prohibited transaction under IRC §4975, the investment is not held by a disqualified person, and Strata Trust has provided no investment advice. I assume full responsibility for due diligence and the suitability of this investment for my IRA.

Step · Subscription Agreement

Review Your Subscription Agreement

Auto-populated with your information. Review carefully and proceed to e-signature via DocuSign.

The Black Wealth Company

SUBSCRIPTION AGREEMENT

Black Wealth Fund, LLC — Reg D Rule 506(c) Private Bond Offering

Subscriber Name:—

Principal Amount:—

Account Type:—

Date:—

SSN:•••-••-XXXX

The undersigned ("Subscriber") hereby subscribes for and agrees to purchase from Black Wealth Fund, LLC (the "Company") the above-referenced principal amount in private bonds under the terms and conditions of this Subscription Agreement and the Private Placement Memorandum.

Subscriber represents and warrants that: (i) Subscriber is an "accredited investor" as defined in Rule 501 of Regulation D; (ii) Subscriber is acquiring the bonds for investment purposes only and not with a view to resale or distribution; (iii) Subscriber has received and reviewed the Private Placement Memorandum and understands the risks involved.

Subscriber acknowledges that the bonds are illiquid, subject to restrictions on transfer, and that there is no assurance of any return on investment. Subscriber has consulted their own legal, tax, and financial advisors.

This Agreement shall be governed by the laws of the State of Georgia.

DocuSign E-Signature

Click to launch the secure DocuSign envelope and sign this Subscription Agreement.

Step 07 · Promissory Note

Review Your Promissory Note

Auto-populated with your information. Review carefully and proceed to e-signature via DocuSign.

The Black Wealth Company

PROMISSORY NOTE

Holder of Record: —

Principal Amount:—

Issue Date:—

Maturity Date:—

Interest Rate:—

Payment Schedule:—

FOR VALUE RECEIVED, The Black Wealth Company, LLC, a Georgia limited liability company ("Maker"), hereby promises to pay to the order of — ("Holder"), the principal sum set forth above, together with interest accruing at the rate stated, under the terms and conditions described in the Subscription Agreement and any supplemental offering documents executed in connection herewith.

This Note is issued under and pursuant to Regulation D promulgated under the Securities Act of 1933, as amended. Transfer is restricted in accordance with applicable securities laws.

This Note shall be governed by and construed in accordance with the laws of the State of Georgia.

DocuSign E-Signature

Click to launch the secure DocuSign envelope and sign this Promissory Note.

Step 09 · Review & Submit

Final Review

Please verify all information before submitting your application.

Investor Name

—

Investment Amount

—

Email

—

Phone

—

Date of Birth

—

SSN

•••-••-XXXX

Address

—

Source of Funds

—

IRA Setup

—

Accredited Status

—

Document Package Status

Application Submitted

Thank you, Investor.

Your — investment application has been submitted successfully.

Confirmation ID: —

✉ Confirmation Sent

A summary has been emailed to —

CC: jerry@blackwealthcompany.com

🔔 Admin Notified

Jerry has been notified at jerry@blackwealthcompany.com

Countersignature pending for approval

Expected Next Steps

1

Today

You receive an emailed copy of all signed documents.

2

1–2 Business Days

Jerry counter-signs your Promissory Note and Subscription Agreement.

3

Welcome

You receive your official bondholder welcome packet and investor portal access.

Questions? Contact jerry@blackwealthcompany.com | 877-666-6396

Tell us about yourself

Not Eligible at This Time

Your personalized document package

Self-Directed IRA Account Setup

Transfer Your Existing IRA

Direct Strata Trust to Invest

Review Your Subscription Agreement

SUBSCRIPTION AGREEMENT

Review Your Promissory Note

PROMISSORY NOTE

Final Review

Thank you, Investor.

FINANCIAL FENG SHUI