Privacy Policy

Last updated August 5 2025

She Wealth Advisors LLC (“She Wealth,” “we,” “our,” or “us”) respects your privacy. This notice explains how we collect, use, safeguard, and share your non-public personal information (“NPI”) in accordance with the California Code of Regulations § 260.238, the privacy standards set forth in the Securities and Exchange Commission’s Regulation S-P, and other applicable laws.

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1. Information We Collect

We obtain NPI in the ordinary course of providing investment-advisory and related services:

• Information you provide on applications, questionnaires, e-mail, or web forms (e.g., name, address, Social Security number, income, net worth, investment objectives).

• Information about transactions with us, custodians, or other service providers (e.g., trade history, account balances, deposits, withdrawals).

• Information from consumer-reporting agencies (e.g., credit reports, identity verification).

• Website and device data collected automatically when you visit she-wealth.com, such as IP address, browser type, pages viewed, and cookie identifiers (see Section 3).
   

2. How We Use Your Information

1. Open, maintain, and service advisory accounts.

2. Execute transactions you request.

3. Provide planning, research, and performance reporting.

4. Comply with legal and regulatory obligations.

5. Improve our website, communications, and client experience.
    

3. Cookies & Online Analytics

Our site uses first- and third-party cookies, web beacons, and similar technologies to recognize repeat visitors, remember preferences, and measure site performance. You can control cookies through your browser settings; disabling them may limit site functionality. If you wish to opt-out of cross-context behavioral advertising, click the “Do Not Sell/Share My Info” link in our footer.
 

4. Information We Disclose

We do not sell your personal information. We disclose NPI only:

• To service providers (e.g., custodians, technology vendors, auditors, attorneys) that need the information to perform services for you or support our operations and that agree not to use it for any other purpose.

• As permitted or required by law or regulation (e.g., to regulators or in response to court orders).

• With your explicit consent.

All service providers receiving NPI must keep it confidential and use it solely for the purpose provided.
 

5. Your Privacy Rights (California Consumer Privacy Act / CPRA)

California residents have the right to:

• Know/Access the categories and specific pieces of personal data we hold.

• Correct inaccurate personal data.

• Delete personal data, subject to certain exceptions.

• Opt-out of the sale or sharing of personal data for cross-context behavioral advertising.

• Limit the use of sensitive personal data (e.g., precise geolocation, race/ethnicity) to that necessary for providing services.

You may exercise these rights by:

1. Calling our number (818) 517-1725 or contact information below.

We will verify your identity before fulfilling a request and respond within the timeframes required by law.
 

6. Confidentiality & Security

Access to NPI is restricted to employees who need it to deliver financial products or services. We maintain a Written Information Security Program (WISP)—reviewed annually—that includes physical, electronic, and procedural safeguards, incident-response protocols, and vendor-oversight procedures consistent with federal and state standards.
 

7. Accuracy & Record Retention

We strive to keep our records accurate. Please notify us promptly if your personal circumstances change so we can update our files. We retain client records for at least five years after the end of the advisory relationship, or longer if required by law.
 

8. Definitions

• Affiliate: A company related to She Wealth by common ownership or control. She Wealth currently has no affiliates.

• Non-affiliate: A company not related by common ownership or control.
   

9. Policy Updates

We may amend this Privacy Policy from time to time. If we make material changes, we will post a revised notice on she-wealth.com and provide clients with the updated notice as part of our annual privacy-notice delivery.
 

10. Contact Us

If you have any questions about this Privacy Policy or wish to exercise privacy rights, please contact us.

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