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Privacy Policy

Your Path Wealth Management LLC (“YPWM”) recognizes that our relationships with current andprospectiveclients are based on integrity and trust. We work hard to maintain your privacy and to preservetheprivatenature of our relationship with you. We place the highest value on the information you share withus. Wewant our clients to understand what information we collect, how we use it, and how we protect your personal
information

Why We Collect Your Information: We gather information about you so that we can:
  • Help design and implement the investment and financial planning related services we provide you;
  • and
  • Comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain: We may collect the following types of “nonpublic personal information” about you:
  • Information from our initial meeting or subsequent consultations about your identity, such as your name, contact information, social security number, date of birth, and financial information;
  • Information that we generate to service your financial needs; and
  • Information that we may receive from third parties in connection with the services we provideyou.
What Information We Disclose: We are permitted by law to disclose nonpublic personal informationaboutyou to unaffiliated third parties in certain circumstances. YPWM may disclose client’s nonpublic personal information: (1) to individuals and/or entities not affiliated with YPWM, including, but not limitedtothird-parties that assist in the supervision or management of your account(s) (i.e., sub-advisers, account custodian, record keeper, attorney, etc.); (2) to service providers contracted by us in order for us to performthedutiesinfurtherance of the client’s engagement with YPWM (i.e. client management systems, archiving technologyvendors, cloud service providers, etc.); (3) to your authorized representative or power of attorney; (4) whenwe receive your prior consent; (5) in connection with a proposed or actual sale, merger, or transfer of all oraportion of our business; and (6) as otherwise permitted to do so in accordance with the parametersofapplicable federal and/or state privacy regulations.
We will not sell your personal information. No contact information, including phone numbers andemail addresses, will be shared with third parties or affiliates for marketing or promotional purposes. Intheeventthat YPWM has a change to its client privacy policy that would allow it to disclose nonpublic personal information not covered under applicable law, YPWM will allow its clients the opportunity to opt-out of suchdisclosure.
How We Protect Your Personal Information: We restrict and limit access to client informationonlytothosewho need to carry out their business functions. We safeguard client information by preventingitsunauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguardstoprotect your confidential personal information. Arrangements with companies or independent contractorsnot affiliated with YPWM will be subject to confidentiality agreements.
Former Clients
Even if we cease to provide you with financial services, our Privacy Policy will continue to apply toyou, andwewill continue to treat your nonpublic personal information with strict confidentiality. We maintainall recordsregarding all former clients for the retention period required by law.
Clients are encouraged to discuss any questions regarding privacy policies and procedures directly withJohnEhrenfeld, Chief Compliance Officer of YPWM. Please contact John Ehrenfeld at (763) 219-4893.