The information provided in relation to the Product is for informational purposes only and should not be considered financial advice. We are not licensed financial advisors, and we do not provide personalized investment recommendations.
Investing in financial products involves risks, including the potential loss of principal. Past performance is not indicative of future results. The value of investments can go down as well as up, and you may not get back the amount invested.
Wealthie, Inc. is not yet regulated. Our registration number is not yet issued.
The tax treatment of this Product depends on your individual circumstances and may be subject to change in the future. We do not provide tax advice, and you should consult with a qualified tax professional regarding your specific situation.
The tax treatment of this Product depends on your individual circumstances and may be subject to change in the future. We do not provide tax advice, and you should consult with a qualified tax professional regarding your specific situation.
You must be at least 18 years old and have the legal capacity to enter into a binding contract to use our Product. By using the Product, you represent and warrant that you meet these eligibility requirements.
To access certain features of the Product, you are required to register for an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.
You agree not to engage in any of the following activities:
Violating any applicable laws or regulations
Infringing on the intellectual property rights of others
Attempting to gain unauthorized access to our systems or other users' accounts
Using the Product for any illegal or unauthorized purpose
Transmitting any viruses, malware, or other malicious code
Wealthie Advisors
195 Broadway, 4th Floor, Brooklyn NY 11211
www.wealthieadvisors.com
718-550-1401
Protecting your personal information is important to us. This summary explains how we collect, use, and safeguard information about prospective, current, and former clients.
We collect personal and financial information needed to provide investment advisory services. This may include identifying information, financial account details, investment objectives, and other information provided through account applications, advisory agreements, conversations with our team, website forms, or custodial documentation. In certain cases we may collect supporting documents such as tax returns or identification documents.
Information may also be obtained from authorized third-party providers including financial institutions, data aggregation services such as Plaid, and broker-dealer or clearing firms including RQD Clearing LLC.
We use personal information only to provide advisory services, maintain accounts, process transactions, and comply with legal and regulatory requirements.
We do not sell client information.
Information may be shared only when necessary to conduct business or comply with regulatory obligations, including with custodians, clearing firms, authorized service providers, our affiliate Wealthie Inc., external counsel, compliance consultants, or regulators.
We maintain safeguards designed to protect client data, including encryption, secure portals, access controls, employee confidentiality policies, and vendor due diligence.
We maintain the same privacy protections for former clients as we do for current clients.
Residents of California, Virginia, and Colorado may have additional rights related to their personal information under applicable state privacy laws.
For questions about our privacy practices, please contact us using the business information listed above.