What does Wealtharch Investment Services, LLC do with your personal information?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

The types of personal information we collect and share depends on the product or service you have with us. This information can include:

  • Tax Identification Number, Date of Birth, Telephone Number and Address
  • Annual Income, Tax Bracket, Account Balances and Transaction History
  • Net Worth, Assets and Employment History

When you are no longer our customer, we continue to share your information as described in this notice.

All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons companies can share their clients’ personal information; the reasons Wealtharch Investment Services, LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information? Does Wealtharch Investment Services, LLC share? Can you limit this sharing?
For our everyday business purposes – Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus Yes No
For our marketing purposes – To offer our products and services to you No We don’t share.
For Joint Marketing with other financial companies No We don’t share.
For our affiliates’ everyday business purposes – Information about your transactions and experiences No We don’t share.
For our affiliates’ everyday business purposes – Information about your creditworthiness No We don’t share.
For non-affiliates to market to you Yes No

Questions? Call: (626) 888-2314 or visit mywealtharch.com.

Who we are

Who is providing this notice?

Wealtharch Investment Services, LLC

What we do

How does Wealtharch Investment Services, LLC Protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Wealtharch Investment Services, LLC collect my personal information?

We collect your personal information, for example, when you:

  • Provide your personal information
  • Seek Investment Advice
  • Complete an Application

We also collect your personal information from other, such as credit bureaus, affiliates, or other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday business purposes-information about your creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies. Wealtharch Investment Services, LLC does not share with affiliates so they can market to you.

Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies. Wealtharch Investment Services, LLC does not share with any non-affiliates so they can market to you.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.Wealtharch Investment Services, LLC does not jointly market.

Other important information

Wealtharch Investment Services, LLC communicates with clients through various social media services, such as Facebook. Clients should be aware that their names will be viable to other clients when attending a Facebook group chat or other social media communication service. Clients can contact the firm if they wish to opt-out of social media communications.