Privacy Policy

At Intrepid Wealth Partners,LLC, maintaining your trust and confidence is a high priority. We understand that protecting your personal information is fundamental to our relationship. This Privacy Policy outlines how we collect, use, and safeguard your personal information.

 

Information We Collect

We collect non-public personal information about you, including but not limited to:

• Information provided on applications or other forms (e.g., name, address, social security number, assets, income, employment).
   

• Information about your transactions with us or our custodians (e.g., account balances, investment history, and account activity).
   

• Information received from third parties in connection with services we provide (e.g., financial institutions, attorneys, tax professionals).
   

 

How We Use Your Information

We use your personal information to:

• Provide you with investment advisory services;
   

• Manage and maintain your accounts;
   

• Process account-related transactions;
   

• Communicate with you and your authorized representatives;
   

• Satisfy legal and regulatory obligations.
   

We do not sell your personal information to anyone. We do not share personal information with non-affiliated third parties except as permitted or required by law.

 

Information We May Share

We may share your information with:

• Unaffiliated third parties only as necessary to service your account or as permitted by law (e.g., custodians, broker-dealers, compliance consultants, auditors, attorneys);
   

• Government agencies and regulators, as required by law or regulation;
   

• Other parties at your request or with your consent.
   

 

How We Protect Your Information

We maintain physical, electronic, and procedural safeguards designed to protect your personal information from unauthorized access or use. We restrict access to personal information to those employees and service providers who need to know that information to provide services to you.

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Former Clients

We continue to apply the same privacy policies to former clients as we do to current clients. Your information will not be shared except as permitted or required by law.

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Your Rights

You have the right to request what personal information we hold about you, to ask that we correct inaccurate data, or to inquire how your data is being used. Please contact us in writing to exercise these rights.

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Questions or Concerns

If you have questions about this privacy policy or how we handle your information, please contact:

Intrepid Wealth Partners, LLC
1910 Thomas Avenue Cheyenne, WY 82009
1-855-497-8737
Derek@intrepidwealthpartners.com