Your privacy and the security of your information are our highest priorities
Last Updated: January 2025
At The Avenue Wealth Management LLC, we understand that your financial information is highly sensitive and personal. We are committed to maintaining the confidentiality, integrity, and security of your personal and financial information in accordance with federal and state privacy laws.
This Privacy and Confidentiality Policy explains how we collect, use, protect, and share your information as part of our wealth management services.
To provide comprehensive wealth management services, we collect various types of personal information, including:
We collect financial information necessary to manage your wealth effectively:
When you interact with our website or digital platforms:
We use your information to deliver comprehensive wealth management services:
We use your information to comply with legal obligations:
We may use your information to:
We do not sell your personal information to third parties. We may share your information only in the following circumstances:
We share information with trusted service providers who assist us in delivering services, such as custodians, broker-dealers, technology providers, and professional advisors. These parties are contractually obligated to protect your information.
We may disclose information when required by law, regulation, legal process, or governmental request, or to protect our rights, property, or safety.
We may share information with third parties when you have given us explicit consent to do so, such as sharing information with your accountant or attorney.
We implement comprehensive security measures to protect your information from unauthorized access, use, or disclosure:
Secure office facilities with restricted access, locked file cabinets, and controlled document disposal procedures.
Encryption, firewalls, secure servers, multi-factor authentication, and regular security audits.
Employee training, confidentiality agreements, background checks, and strict access controls.
Regular backups, disaster recovery plans, and secure data transmission protocols.
You have the following rights regarding your personal information:
We retain your personal and financial information for as long as necessary to provide services and comply with legal and regulatory requirements. Even after you close your account, we may retain certain information as required by law or for legitimate business purposes.
Federal securities laws require us to maintain certain records for specified periods, typically ranging from three to seven years.
Our website uses cookies and similar technologies to enhance your experience, analyze usage patterns, and improve our services. You can control cookie settings through your browser preferences, though disabling cookies may limit certain website functionality.
We do not use cookies to collect personally identifiable information without your consent.
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.
We may update this Privacy and Confidentiality Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of material changes by:
If you have questions about this Privacy Policy, wish to exercise your privacy rights, or have concerns about how we handle your information, please contact us:
The Avenue Wealth Management LLC
1360 Caduceus Way, Building 800, Suite 101
Watkinsville, GA 30677
The Avenue Wealth Management LLC is a registered investment advisor subject to the privacy provisions of the Gramm-Leach-Bliley Act (GLBA) and Regulation S-P. We comply with all applicable federal and state privacy laws and regulations.
Incorporation Date: December 26, 2019
Experience secure and confidential wealth management services