At ALEVO Wealth Management LLC (“ALEVO,” “we,” “our,” or “us”), we respect your privacy and are committed to protecting the personal information you share with us. Operating in the state of California, we adhere strictly to applicable state and federal privacy standards, including financial privacy regulations (such as Gramm-Leach-Bliley Act notices) and California consumer privacy frameworks.

This Privacy Policy describes how we collect, use, share, and secure your information when you visit our website, use our services, or otherwise interact with us.

1. Information We Collect

We collect personal information to provide you with tailored wealth management, financial planning, and advisory services. The types of information we may collect include:

– Identifiable Information: Name, postal address, email address, telephone number, and date of birth.

– Financial Information: Income, net worth, investment objectives, risk tolerance, tax information, account balances, and transaction history.

– Technical and Usage Data: IP address, browser type, device information, and browsing behavior collected automatically when you visit our website through cookies and similar tracking technologies.

2. How We Collect Information

We gather information through various methods, including:

Direct Interactions: When you fill out forms on our website, schedule a consultation, subscribe to our insights, or communicate with us via phone, email, or in-person meetings.

Automated Technologies: When you navigate our website, cookies and tracking tools help us enhance your browsing experience and analyze site traffic.

Third-Party Sources: With your authorization, we may receive data from custodians, broker-dealers, accountants, or legal professionals coordinating with us on your behalf.

3. How We Use Your Information

We use the information we collect to:

– Deliver, personalize, and maintain our wealth management and financial advisory services.

– Fulfill our fiduciary obligations by designing strategies aligned with your goals, risk profile, and life stage.

– Respond to inquiries, provide customer support, and communicate important updates regarding your account or our services.

– Improve our website functionality, security, and user experience.

– Comply with legal, regulatory, and compliance requirements.

4. How We Share Your Information

ALEVO Wealth Management LLC does not sell or rent your personal information to third parties. We may share your information only under the following circumstances:

Service Providers & Custodians: With trusted third-party vendors, custodians, and professional partners who assist us in operating our business and managing your accounts, subject to strict confidentiality agreements.

Legal & Regulatory Compliance: When required by law, subpoena, court order, or regulatory authorities (such as the SEC, state regulators, or law enforcement).

With Your Consent: When you explicitly authorize us to share your information with other professionals, such as your CPA or estate attorney.

5. Data Security

We implement robust administrative, technical, and physical security safeguards designed to protect your personal and financial information against unauthorized access, alteration, disclosure, or destruction. While we strive to use commercially acceptable means to protect your data, no method of electronic transmission or storage is 100% secure.

6. California Privacy Rights

If you are a California resident, you may have specific rights regarding your personal information under California law, including:

Right to Know: The right to request what personal information we collect, use, disclose, or sell.

Right to Delete: The right to request the deletion of your personal information, subject to certain legal and regulatory retention exceptions (such as maintaining records required by financial regulators).

Right to Non-Discrimination: We will not discriminate against you for exercising any of your privacy rights.

To exercise your California privacy rights, please contact us using the details provided below.

7. Third-Party Links

Our website may contain links to external, third-party websites. ALEVO Wealth Management LLC does not control, endorse, or assume responsibility for the content, privacy policies, or practices of any third-party sites. We encourage you to review the privacy policies of those external websites before sharing any personal information.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal obligations. Any updates will be posted on this page with a revised “Last Updated” date.

9. Contact Us

If you have any questions, comments, or concerns about this Privacy Policy or our data practices, please contact us at:

ALEVO Wealth Management LLC

Email: [email protected]

Phone: 424-436-3963

Office Address: 520 Broadway Suite 200 Santa Monica, CA 90401