Updated: August 19th, 2025

 

PRIVACY POLICY:

Millennial Wealth LLC recognizes that our relationships with current and prospective clients are based on integrity and trust.

We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Millennial Wealth LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Millennial Wealth LLC will provide a privacy statement to all clients annually.

We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.

Why We Collect Your Information

We gather information about you so that we can:

● Help design and implement the investment and planning related services we provide you; and

● Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:

● Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.

● Information that we generate to service your financial needs.

● Information that we may receive from third parties with respect to your financial profile.

What Information We Disclose

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm.

Millennial Wealth LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:

● We receive your prior written consent; or

● We have documentation that the recipient is your authorized representative; or

● We are required by law to disclose information to the recipient

Arrangements with companies not affiliated with Millennial Wealth LLC will be subject to confidentiality agreements.

How We Protect Your Personal Information

Privacy is important to Millennial Wealth LLC. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. Employees will be required to acknowledge their acceptance and understanding of the privacy policy in writing. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.

SMS TERMS OF SERVICE

SMS Communications:

SMS opt-in or phone numbers for the purpose of SMS are not being shared with any third party and affiliate company for marketing purposes. 

Types of SMS Communications: 

If consent has been given to receive text messages from Millennial Wealth, LLC, messages may be received related to the following: appointment updates, follow-up messages, billing inquiries, scheduling, etc. For example “Hello, this is a reminder that your upcoming appointment with Millennial Wealth, LLC is scheduled for Friday at 8am PST. Reply STOP to opt out of SMS messaging at any time.”

Message Frequency: 

Message frequency may vary depending on the type of communication. For example, up to 1 message per week may be received related to appointments. For example: “Message frequency may vary. You may receive up to 1 SMS messages per week regarding your appointment”. 

Potential Fees for SMS Messaging: 

Standard message and data rates may apply, depending on the carriers pricing. These fees may vary if the message is sent domestically or internationally. 

Opt-In Method: 

Opt-in to receive SMS messages by scheduling a “Free Consultation” on our website, or verbally with your advisor. 

Opt-Out Method: 

Opting out of receiving SMS messages can be done at any time by replying “STOP” to any SMS messages received. Alternatively, direct contact can be made to request removal from SMS. 

Help:

For any issues, reply with the keyword “HELP”. Alternatively help can be obtained directly by contacting us at contact@millennialwealthllc.com. If SMS messages are not desired, do not schedule a “Free Consultation”. Scheduling a consultation provides consent for SMS.

DISCLAIMER:

Millennial Wealth is an Investment Adviser registered with the Securities and Exchange Commission. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. We do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. The information provided is subject to change without notice.

This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment-making decision.

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 the performance noted in this publication.

The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Millennial Wealth LLC “MW” disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

All opinions and estimates constitute MW’s judgment as of the date of this communication and are subject to change without notice. MW does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall MW be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided herein, even if MW or MW authorized representative has been advised of the possibility of such damages. Information contained herein 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.the