Privacy Policy

Kenobi Wealth LLC Privacy Policy
Effective Date: April 15, 2025

Welcome to the Privacy Policy of Kenobi Wealth LLC (“Kenobi Wealth,” “we,” “our,” or “us”). We value your trust and are committed to protecting your personal data. This Privacy Policy outlines how we collect, use, and safeguard your information across our website (https://kenobiwealth.com), software, social media channels, mobile applications, and services (collectively, “Website”), and when you become a client.

By using our Website, you agree to the data practices described in this Privacy Policy. If you do not agree, please refrain from using the Website.

1. Who We Are

Kenobi Wealth LLC is a Texas-based Registered Investment Advisor. We offer fee-based financial planning and investment advisory services to individuals and families across the United States.

2. What Data We Collect

We may collect the following categories of data:

1. Website Visitors:

• Identity Data: First and last name

   

• Contact Data: Email address, phone number

   

• Technical Data: IP address, browser type, device identifiers

   

• Usage Data: How you interact with our Website and content

   

1. Clients & Prospective Clients:

• Identity Data: Name, address, date of birth, Social Security number, driver’s license number

   

• Financial Data: Income, assets, liabilities, account balances, account numbers, investment objectives

   

• Transaction Data: Payments, account activity

   

• Family & Household Data: Marital status, dependents, beneficiaries’ full legal names and contact information

   

• Regulatory Data: Tax status, employment details, suitability documents

   

1. Aggregated Account Information: With your authorization, we may collect read-only financial data from your third-party financial institutions to provide planning services. We do not store your credentials and use encrypted connections for all transmissions.

3. How We Collect Your Data

• Direct Interactions: Through forms, consultations, emails, or meetings

   

• Automated Technologies: Cookies, web beacons (small invisible images that help track user behavior on websites), and analytics tools that collect usage and browsing behavior

   

• Third Parties: From custodians, broker-dealers, compliance partners, or public records

   

4. How We Use Your Data

We use your personal data to:

• Open and manage accounts

   

• Develop financial plans and investment strategies

   

• Execute transactions and deliver ongoing advice

   

• Comply with legal and regulatory obligations

   

• Improve our Website and client experience

   

• Communicate relevant updates and marketing (you may opt out anytime)

   

5. How We Share Your Data

Kenobi Wealth does not sell your personal data. We only share your data:

• With custodians, brokers, and compliance partners to provide services

   

• With secure technology vendors supporting client reporting and planning

   

• When required by regulators, legal obligations, or to protect your rights or ours

   

If Kenobi Wealth is involved in a merger, acquisition, or asset transfer, your information may be part of that transaction, and such transfers will occur in accordance with applicable privacy laws.

6. Your Rights and Choices

You may:

• Request access to your personal data

   

• Ask us to correct or delete your data

   

• Withdraw consent or object to specific uses (subject to legal limits)

   

To request changes or access, please contact:
📧 [email protected]
📞 732.501.0586
📍 800 Embassy Drive, STE 609, Austin, TX 78702

7. Data Security & Retention

We implement administrative, technical, and physical safeguards to protect your data. Access is limited to team members and service providers with a legitimate need. We retain your data as long as necessary for regulatory compliance or to provide ongoing services, typically for a period of seven years unless a longer retention period is required by law.

8. Website Technologies & Cookies

We use cookies and similar technologies to improve your website experience. This may include remembering preferences, analyzing traffic, and customizing content. You may disable cookies through your browser settings, but doing so may limit certain features or functionality of the Website.

Our Website may contain links to third-party sites. We are not responsible for their privacy policies and encourage you to review them separately.

9. Accessibility

We are committed to making our website accessible. If you encounter difficulties accessing content, please contact us at [email protected] with “Accessibility Support” in the subject line.

10. California Residents

We honor Do Not Track (DNT) browser settings where technically feasible. We do not share your data for third-party marketing. California residents may request a copy of the personal information we have disclosed for business purposes once per calendar year by contacting us.

11. Updates to This Policy

We will notify you of material updates to this Privacy Policy via the Website or client communication. We also encourage you to review this policy periodically to stay informed about how we protect your information.

Last reviewed on April 16, 2025

Kenobi Wealth – Build Wealth | Fund Dreams | Live Financially Free

Effective Date: January 1, 2025