WealthArch Privacy Policy

Privacy Policy

WealthArch’s Privacy Policy

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 bureausYESNO
For our marketing purposes – To offer our products and services to youNOWE DON’T SHARE
For Joint Marketing with other financial companiesNOWE DON’T SHARE
For our affiliates’ everyday business purposes – Information about your transactions and experiencesNOWE DON’T SHARE
For non-affiliates to market to youNOWE DON’T SHARE

Questions? Call: (626) 888-2314 or Contact Us.

WealthArch Investment Services, LLC

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.

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.

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.

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.

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.

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

We use Google Analytics to understand our site performance and how people interact with our website in order to improve the user experience. All of the data Google Analytics collects is anonymized and not personally identifiable. Individuals can, however, opt-out of Google Analytics by clicking here.  

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.

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