Updated: December 28th, 2022
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
Millennial Wealth LLC “MW” is a registered investment advisor offering advisory services in the State of Washington, California, Texas, New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
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.