Privacy Policy

Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of Abundant Wealth Partners, LLC.

Information We Collect

In connection with investment management, financial advice, or other services, we obtain non-public personal information about you, including:

Information we receive from you on account applications, such as your address, date of birth, Social Security Number, occupation, financial goals, assets andincome
Information about your transactions with us or others
Information received from credit or service bureaus or other third parties, such as your credit history or employment status.

Categories of Information We Disclose

We may disclose all information that we collect. We do not sell client lists to anyone.

Categories of Parties to Whom We Disclose

We will not disclose information regarding you or your accounts with us, except under the following circumstances:

To any parties you authorize on the Third Party Authorization Form
To entities that perform services for us or function on our behalf, including financial service providers, such as a clearing broker-dealer, investment company, or insurance company
To consumer reporting agencies
To our attorneys, accountants or auditors
To government entities or other third parties in response to subpoenas or other legal process as required by law or to comply with regulatory inquiries

How We Use Information

Information may be used among the companies that perform support services for us, such as data processors, technical systems consultants and programmers, for the following reasons:

To protect your accounts from unauthorized access or identity theft
To process your requests such as securities purchases and sales
To establish or maintain an account with an unaffiliated third party, such as a clearing broker-dealer providing services to you and/or Abundant Wealth Partners, LLC
To service your accounts, such as by issuing checks and account statements
To comply with Federal, State, and Self-Regulatory Organization requirements
To keep you informed about financial services of interest to you

Our Security Policy

We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain electronic and procedural security measures to safeguard confidential client information.

Closed or Inactive Accounts

If you decide to close your account(s) or become an inactive client, our Privacy Policy will continue to apply to you.

Complaint Notification

Please direct complaints to aaron@abundantwp.com or (805) 451-9131.

Changes to This Privacy Policy

If we make any substantial changes in the way we use or disseminate confidential information, we will notify you. If you have any questions concerning this Privacy Policy, please email aaron@abundantwp.com or call (805) 451-9131.