Privacy Policy for Entrusted Wealth LLC

We collect nonpublic personal information about you to provide investment advisory services and to fulfill our legal and regulatory obligations. This information may include:

• Name, address, email, and telephone number
• Social Security number or taxpayer identification number
• Date of birth
• Employment and financial information (income, net worth, investment objectives, risk tolerance)
• Account numbers, balances, and transaction history
• Information from applications, forms, or other communications with us
• Information from custodians, broker/dealers, or other service providers

We may collect your personal information from:

• Direct interactions (applications, forms, meetings, phone calls)
• Transactions with us, our affiliates, or others
• Third parties such as custodians, broker/dealers, and other service providers
• Our website, including through cookies or similar technologies for analytics and advertising (see “Cookies and Online Tracking”)

We use your personal information to:

• Provide investment advisory and related services
• Communicate with you about your accounts or our services
• Meet legal, regulatory, or contractual obligations
• Improve our services and website functionality
• Prevent fraud and enhance security

We do not sell your personal information. We may share your information only as permitted or required by law, including:

• With custodians, broker/dealers, or other companies to process transactions or provide services to you
• With regulators or law enforcement as required
• With service providers under strict confidentiality agreements
• With your consent or at your direction

You may have the right to opt out of certain information sharing with nonaffiliated third parties. If applicable, we will provide a clear, conspicuous opt-out notice and a reasonable method to exercise this right (such as a check-off form, toll-free number, or electronic means).

We maintain physical, electronic, and procedural safeguards designed to protect your personal information. These include:

• Confidentiality agreements with employees and service providers
• Password-protected access to electronic files
• Employee training on privacy and security

Our website may use cookies and similar technologies to collect visitor data for analytics and targeted advertising. You can opt out of certain online tracking or personalized ads by using available industry tools (e.g., the NAI opt-out tool).

You may request access to or correction of your personal information by contacting us using the information below.

We may update this Privacy Policy from time to time. We will notify you of material changes as required by law and provide the latest version on our website.