PRIVACY POLICY
Artstone Private Wealth
How We Collect, Use, and Protect Your Personal Information
Effective Date: 5/2/26 Last Revised: 5/2/26
Why Financial Companies Can Share Your Personal Information
Federal and state law gives consumers the right to limit some, but not all, sharing of personal information. Federal and state 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.
What Information We Collect
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
Name, address, and contact information
Social Security number and date of birth
Account balances and transaction history
Income, assets, and investment experience
Risk tolerance and financial goals
How We Collect Your Information
We collect your personal information, for example, when you:
Open an account or engage our advisory services
Provide account information or give us your contact information
Make deposits or withdrawals from your account
Tell us about your investment goals and financial situation
We also collect your personal information from third parties such as custodians, financial institutions, and credit bureaus.
Service Providers, We May Share With
We share your personal information with select third-party service providers who help us operate our business and deliver services to you. These may include:
Custodians — to hold and administer your investment accounts
Technology vendors — such as portfolio management, CRM, and financial planning software platforms
Compliance and legal service providers
Accountants and tax professionals (where applicable)
All third-party service providers are contractually required to protect your information and may only use it to perform services on our behalf.
How We Protect Your Information
To protect your personal information from unauthorized access and use, we use security measures that comply with applicable federal and state law. These measures include:
Encrypted electronic files and secure data transmission
Restricted access to personal information on a need-to-know basis
Regular review of our information collection, storage, and processing practices
Your Right to Opt Out
You have the right to limit certain sharing of your personal information. If you wish to opt out of any data sharing that is not required to service your account, please contact us:
Email: daniel@artstoneprivatewealth.com
We will process your request within a reasonable time. Please note that opting out does not apply to information shared for legal or regulatory purposes, or as necessary to service your account.
Other Important Information
State Residents: Utah residents and residents of other states may have additional privacy rights under applicable state law. Please contact us for more information.
Changes to This Policy: We will notify you of any material changes to this privacy policy as required by law. We provide this notice annually, or more frequently if required.
Questions: If you have questions about this privacy policy, please contact us at:
Artstone Private Wealth Email: daniel@artstoneprivatewealth.com