Privacy Notices
Last Updated: December 1, 2025
KW Wealth Management values your privacy. This notice explains how we handle information we may collect through our website and in connection with our investment advisory services. We value your privacy and do not sell personal information. California residents have rights under the CCPA/CPRA to request access, correction, or deletion of their information.
Website Visitors
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Information we may collect: When you visit our site, we may collect limited information (e.g., IP address, browser type, pages visited). If you contact us, we may collect the information you submit (e.g., name, email, phone, etc.).
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Use: We use this information to improve our website and respond to inquiries.
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Cookies: Our site may use cookies or similar technologies; you can disable these in your browser.
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Sharing: We do not sell or rent visitor information. We may share with service providers who help us operate the site or as required by law.
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California rights: Under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), California residents may request to know, correct, or delete personal information collected through our website. Califorinia residents may also request information about how we collect and use personal information. To exercise these rights, please contact us by emailing kimmy.wan@globawealthadvisor.com. We do not discriminate for exercising these rights.
Clients (Regulation S-P Notice)
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Information collected: We may collect nonpublic personal information (such as contact details, Social Security number, financial data, and account history) from forms, transactions, custodians, and service providers.
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Use: We do not share non-public personal information about you with unaffiliated third parties with whom we have no contractual business relationship for their independent use unless (1) you give us permission, (2) it is necessary to complete a transaction on your behalf, (3) it is necessary to protect against fraud, comply with a subpoena or other court order or is otherwise required or permitted by law. We do not sell information about you to outside unaffiliated companies.
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Sharing: We do not disclose client information to non-affiliated third parties, except as permitted or required by law (e.g., custodians, brokers, regulators). We never sell personal information.
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Security: We restrict access to client information to authorized personnel and maintain safeguards consistent with federal and California law.
Updates
We may update this Privacy Policy. Changes will be posted here with a revised “Last Updated” date.
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Contact Information:
The Firm welcomes any questions or comments about this notice, or the Firms’ privacy policies. Please direct any questions or comments to:
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Phone: 916-758-9218