Privacy Policy

Kenobi Wealth LLC

Effective March 12, 2026 | Reviewed & Revised July 2026 (v1.1 — added Regulation S-P sharing statement)

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 New Jersey based Registered Investment Adviser. 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:

A. 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

B. 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

C. 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

We do not disclose nonpublic personal information about our clients or former clients to any nonaffiliated third party except as necessary to service accounts or as permitted or required by law. Because we share information only under these exceptions, no opt-out is required.

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] | 732.201.2426 | 2154 W Broad St, Scotch Plains, NJ 07076

7. Data Security & Retention

We implement administrative, technical, and physical safeguards to protect your data, including two-factor authentication on firm systems and secure, encrypted delivery of documents containing personal or account information. 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.