Maney Wealth LLC is committed to maintaining the confidentiality, integrity, and security of client information. Protecting your personal and financial data is a core responsibility of our fiduciary relationship.

Information We Collect

In order to provide investment advisory and related services, we collect non-public personal information about you, which may include:

• Information you provide directly, such as contact details, identifying information, financial circumstances, goals, and risk tolerance
• Information related to your accounts and transactions
• Information received from third parties, such as qualified custodians or service providers, where necessary to service your account
• Limited technical information from our website (e.g., IP address, browser type, pages visited), used solely for security, administration, and improving user experience

We collect only information that is reasonably necessary to provide advisory services and comply with legal and regulatory obligations.

How Your Information Is Used

Your information is used exclusively for legitimate business purposes, including:

• Providing investment advisory and financial planning services
• Opening, maintaining, and servicing client accounts
• Executing transactions and processing instructions
• Communicating with you regarding your accounts and services
• Complying with applicable federal and state regulations
• Protecting against unauthorized access, fraud, or misuse

Information Sharing Practices

Maney Wealth does not sell personal information.

We may share non-public personal information only as permitted by law, including with:

• Qualified custodians that hold client assets
• Third-party service providers that support account administration, reporting, technology, compliance, or cybersecurity
• Professional advisers (e.g., attorneys, accountants, auditors)
• Regulatory or governmental authorities as required by law
• Authorized fiduciaries or representatives acting on your behalf

All third parties with access to client information are required to maintain confidentiality and use the information only for authorized purposes.

Security & Safeguards

We maintain physical, electronic, and procedural safeguards designed to protect client information, including restricted access controls, secure systems, and oversight of third-party providers. Access to non-public personal information is limited to individuals who require it to perform their duties.

California Privacy Rights

California residents may have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including rights to access, correct, or request deletion of personal information, subject to legal and regulatory retention requirements. Maney Wealth does not sell personal information or share it for cross-context behavioral advertising.

Additional Information

A complete description of our privacy practices is available in our full Privacy Policy.

📄 [View Full Privacy Policy (PDF)]