Disclosures
Privacy Policy
Effective Date: January 7, 2024
Introduction
Arkhe Wealth Management LLC (“Arkhe,” “we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, protect, and share your information in compliance with U.S. laws, the General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), and other applicable international standards.
By accessing our website or using our services, you consent to the practices described in this Privacy Policy. If you do not agree, please refrain from using our website or services.
Scope of this Privacy Policy
This policy applies to information collected:
- On our website, https://www.arkhewm.com, including its subdomains.
- Through emails, texts, and other electronic communications between you and Arkhe.
- Through forms, surveys, or other data submissions.
- Via third-party analytics or advertising tools.
It does not apply to:
- Information collected offline or through other means.
- Information collected by third parties without a formal data processing agreement with Arkhe, ensuring compliance with GDPR and other applicable laws.
Information We Collect About You
Personal Identifiable Information (PII):
We may collect the following information:
- Financial details, including account balances, transaction history, and investment objectives.
- Name, address, email, phone number, and date of birth.
- Social Security Number (or equivalent for non-U.S. clients).
- Banking and payment information, credit card numbers, and wire transfer instructions.
Non-Personal Information:
We collect data such as:
- Device details, browser type, operating system, and IP address.
- Website usage metrics, including pages viewed, time spent, and click behavior.
- Geographic location and preferences.
How We Collect Information:
- Directly from you via forms, surveys, or account registrations.
- Automatically through cookies, web beacons, and analytics tools.
- From third-party sources, including brokers, custodians, and data providers.
How We Use Your Information
The information we collect is used to:
- Provide investment advisory and related services.
- Fulfill legal and regulatory obligations.
- Communicate with you about your account, services, and updates.
- Personalize your user experience on our website.
- Enhance our website’s functionality and monitor usage trends.
We do not sell your personal information to third parties.
Cookies and Tracking Technologies
Types of Cookies We Use:
- Essential Cookies: Necessary for website functionality.
- Analytics Cookies: Monitor website traffic and usage patterns.
- Preference Cookies: Save user preferences for personalized experiences.
By using our website, you consent to the use of cookies. A cookie consent banner will be displayed for users in jurisdictions that require explicit opt-in consent, including the European Union (GDPR). You may adjust your browser settings to disable cookies, though some features may not function properly.
Sharing Your Information
We may share your information with:
- Service Providers: Trusted partners, including custodians, brokers, and analytics providers, to perform services on our behalf. All service providers are bound by data processing agreements to protect your information in compliance with GDPR, CCPA, and SEC standards.
- Legal and Regulatory Authorities: As required to comply with applicable laws and investigations.
- Affiliates and Partners: For the purpose of delivering related services under similar privacy standards.
Your Rights
Depending on your jurisdiction, you may have the following rights:
- Access and review the personal information we hold about you.
- Request corrections to incomplete or inaccurate information.
- Request deletion of personal information, subject to legal or regulatory constraints.
- Opt-out of certain data collection or processing activities.
To exercise these rights, contact us at [email protected].
Children’s Privacy
Our services are not intended for individuals under 13 years of age. We do not knowingly collect personal information from children unless it is provided by a parent or guardian for a specific purpose (e.g., beneficiary information).
Data Security
We use industry-standard measures to protect your information, including:
- Encryption: Protecting sensitive data during transmission.
- Access Controls: Restricting data access to authorized personnel.
- Secure Storage: Storing data on encrypted servers.
While we strive to protect your data, no system is entirely secure, and we cannot guarantee absolute protection. In the event of a data breach, Arkhe will notify affected users within 72 hours, as required by GDPR and other applicable laws.
Data Retention and Deletion
We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy or to comply with legal obligations. You may request deletion of your data, subject to legal and regulatory requirements.
Changes to this Privacy Policy
We reserve the right to update or modify this Privacy Policy at any time. Material changes will be notified via email or a prominent notice on our website. Please review this page periodically for updates.
Contact Information
If you have questions about this Privacy Policy, please contact us at:
- Email: [email protected]
- Phone: +1 (786) 821-9044
- Mailing Address:
Arkhe Wealth Management LLC
7901 4th St N STE 300
St. Petersburg, FL 33702