TRUE WEALTH LLC
PRIVACY POLICY NOTICE
True Wealth LLC has adopted this policy with recognition that protecting the privacy and
security of the personal information we obtain about our customers is an important
responsibility. We also know that you expect us to service you in an accurate and efficient
manner. To do so, we must collect and maintain certain personal information about you. We
want you to know what information we collect and how we use and safeguard that
information. For any questions or concerns regarding your privacy, please contact us at True
Wealth LLC at 712-792-6400.
WHAT INFORMATION WE COLLECT
We collect certain nonpublic personal identifying information about you (such as your name,
address, social security number, etc.) from information that you provide on applications or
other forms as well as communications (electronic, telephone, written or in person) with you or
your authorized representatives (such as your attorney, accountant, etc.). We collect
information about your brokerage accounts and transactions (such as purchases, sales, account
balances, inquiries, etc.). We also collect your phone number and consent status to provide
you with SMS services. This information is used solely for the purpose of delivering text
messages related to the campaign you have opted into. You have the right to access, correct,
or delete your personal information.
WHAT INFORMATION WE DISCLOSE
We do not sell, share, or disclose your nonpublic personal information to non-affiliated third
party financial companies. We will not disclose the nonpublic personal information we collect
about our customers to anyone except as necessary as follows: (i) in furtherance of our
business relationship with them and then only to those persons necessary to effect the
transactions and provide the services that they authorize (such as broker-dealers, custodians,
independent managers etc.); (ii) to persons assessing our compliance with industry standards
(e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or
(iv) as otherwise provided by law. We will not share your opt-in to an SMS campaign with any
third party for purposes unrelated to providing you with the services of that campaign. We may
share your Personal Data, including your SMS opt-in or consent status, with third parties that
help us provide our messaging services, including but not limited to platform providers, phone
companies, and any other vendors who assist us in the delivery of text messages.
We are permitted by law to disclose the nonpublic personal information about you to
governmental agencies and other third parties in certain circumstances (such as third parties
that perform administrative or marketing services on our behalf or for joint marketing
programs), however we will not do so. These third parties are prohibited to use or share the
information for any other purpose. If you decide at some point to either terminate our services
or become an inactive customer, we will continue to adhere to our privacy policy, as may be
amended from time to time.
SECURITY OF YOUR INFORMATION
We restrict access to your nonpublic personal information to those employees who need to
know that information to service your account. We maintain physical, electronic and
procedural safeguards that comply with applicable federal or state standards to protect your
nonpublic personal information. We are committed to protecting your personal information
and have implemented appropriate technical and organizational measures to ensure its
security.
CHANGES TO OUR PRIVACY POLICY OR RELATIONSHIP WITH YOU
Our policy about obtaining and disclosing information may change from time to time. We will
provide you notice of any material change to this policy before we implement the change.
True Wealth – SMS Terms and Conditions
Effective Date: June 1, 2026
Introduction
By joining our SMS program provided by True Wealth you agree to receive recurring
text messages (notifications, updates and reminders) on the number you provide,
under these Terms that adhere to TCPA (2026) and CTIA Best Practices.
1. Opt-In Consent
In accordance with the 2026 TCPA guidelines, your participation in our SMS
service requires explicit one-to-one consent. This means that by opting in, you
consent to receive messages from True Wealth only. Consent cannot be
shared with our companies or third-party entities without your direct
approval. To join our SMS program, you may opt in through the following
methods, in compliance with the 2026 CTIA Guidelines:
In-Person Paper Form: Sign or complete a paper intake form that
includes a dedicated section with clear language outlining SMS
consent.
E-mail Opt-In: Provide consent by replying to an email or completing
an electronically signed document that includes clear SMS consent
language.
2. Message Frequency
You will receive no more than 3 – 5 messages per day, unless for urgent
notifications. Standard carrier rates apply.
3. Opt-Out Process
Reply ‘STOP’ any time to end messages; ‘HELP’ to receive support instructions;
or contact us a email@truewn.net or 712-792-6400.
4. Terms of Consent
Your consent is voluntary and not a condition of purchase. You may receive
informational messages as described at opt-in.
5. Privacy Policy
Your mobile number and interaction data are governed by our Privacy Policy:
www.privacypolicy.com. Data is used solely for SMS delivery purposes.
6. Message & Data Rates
Standard rates may apply per your carrier plan. True Wealth is not liable for
carrier charges.
7. Record-Keeping & Compliance
We maintain detailed logs of opt-ins/opt-outs (dates, times, methods) to
satisfy TCPA 2026 proof-of-consent requirements.
8. Changes to Terms
We reserve the right to update these Terms. Significant changes will be sent
via SMS or posted online. Continued participation implies acceptance.
9. Disclaimers & Liability
Message delivery depends on carrier networks; we cannot guarantee
uninterrupted service or delivery times.
Contact Information
Email: email@truewn.net
Phone: 712-792-6400
Mail: PO Box 665, Carroll, IA 51401