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.
Effective Date: January 23, 2026 At Intrepid Wealth Partners, LLC (“we,” “us,” or the “Firm”), maintaining your trust and confidence is a high priority. Protecting your personal information is fundamental to our relationship. This Privacy Policy explains how we collect, use, share, and safeguard your personal information in accordance with Regulation S-P and applicable state and federal law.
Information We Collect We collect non-public personal information (“NPI”) about you, including but not limited to:
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Information provided on applications or other forms (such as your name, address, Social Security number, assets, income, employment, and financial objectives)
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Information about your transactions with us or our custodians (such as account balances, investment history, and account activity)
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Information received from third parties in connection with services we provide (such as financial institutions, attorneys, accountants, and tax professionals)
How We Use Your Information
We use your personal information to:
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Provide you with investment advisory and financial planning services
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Manage and maintain your accounts
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Process account-related transactions
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Communicate with you and your authorized representatives
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Satisfy legal and regulatory obligations
We do not sell your personal information.
Information We May Share
We do not disclose your non-public personal information to non-affiliated third parties except as permitted or required by law. We may share your information with:
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Service providers necessary to service your account or provide advisory services (such as custodians, broker-dealers, technology providers, compliance consultants, auditors, and attorneys)
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Government agencies and regulators, as required by law or regulation
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Other parties at your request or with your consent
All service providers with access to your information are required to maintain appropriate confidentiality and security safeguards.
How We Protect Your Information
We maintain physical, electronic, and procedural safeguards designed to protect your personal information from unauthorized access, use, or disclosure. These safeguards are designed to comply with Regulation S-P and applicable privacy laws.
Access to your personal information is limited to those employees and service providers who need to know that information to provide services to you.
The Firm also maintains a written internal information-security and safeguards program designed to protect client information in accordance with Regulation S-P.
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.
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.
Privacy Notices
We provide this Privacy Policy to clients at or before the inception of the client relationship and deliver annual privacy notices thereafter, as required by Regulation S-P.
Questions or Concerns
If you have questions about this Privacy Policy or how we handle your personal information, please contact:
Intrepid Wealth Partners, LLC
1910 Thomas Avenue
Cheyenne, WY 82009
Phone: 1-855-497-8737
Email: Derek@intrepidwealthpartners.com
This Privacy Policy summarizes the Firm’s privacy practices. Additional internal policies and procedures governing information security, cybersecurity, and incident response are maintained by the Firm in accordance with Regulation S-P.