Disclosures.

WEBSITE CONTENT

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Opulent Wealth, LLC unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an adviser, accountant, or legal counsel prior to implementation.   

This website may provide links to others for the convenience of our users.  Our firm has no control over the accuracy or content of these other websites.

REGISTRATION INFORMATION

Advisory services are offered through Opulent Wealth, LLC, an investment adviser firm domiciled in Virginia. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator.

Opulent Wealth, LLC Privacy Policy Statement

What does Opulent Wealth do with your personal information?

Why? Financial companies choose how they share your personal information. Federal law gives consumers (our clients and prospective clients) the right to limit some but not all sharing. Federal law requires      us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What? The firm collects personal information about consumers from the following sources:

• information provided to us to complete your financial plan or investment recommendation

• information provided through agreements and other documents in connection with your engagement with our firm or your investment account

• information provided verbally, and

• information received from service providers, such as your custodian, about your investment account transactions.

How? Financial companies often need to share consumers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their consumers’ personal information, the reasons Opulent Wealth chooses to share, and whether you can limit this sharing.

Reasons we can share your personal information:

For our everyday business purposes -- such as those to develop your plan, or respond to court orders or periodic firm examinations

Does Opulent Wealth share? Yes.

Can you limit this sharing? No.

For our “internal marketing” purposes -- to offer our services to you

Does Opulent Wealth share? Yes.

Can you limit this sharing? No.

For joint marketing with other financial companies

Does Opulent Wealth share? No.

Can you limit this sharing? Yes.

For our affiliates everyday business purposes -- information about your transactions and experiences

Does Opulent Wealth share? No. We do not have affiliates.

Can you limit this sharing? Yes.

For our affiliates to market to you

Does Opulent Wealth share? No. We do not have affiliates.

Can you limit this sharing? Yes.

For non-affiliates to market to you

Does Opulent Wealth share? No.

Can you limit this sharing? We don’t share.

What We Do:

How does Opulent Wealth protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with state or federal law, as appropriate. These measures include computer safeguards and secured files and facilities. We also maintain procedural safeguards to protect your personal information.

How does Opulent Wealth collect my personal information? We collect your personal information when you engage our advisory firm and when you pay out firm. We do not collect your personal information from others such as credit bureaus, affiliates, or other companies

Why can’t I limit all sharing? Federal law gives you the right to limit only:

• sharing for affiliates’ everyday business purposes

• affiliates from using your information to market to you, and

• sharing for non-affiliates to market to you.

State laws and individual companies (i.e., your insurance company, etc.) may give you additional rights to limit sharing.

Definitions:

Affiliates: Companies related by common ownership or control. They can be financial and non-financial companies. Opulent Wealth does not have an affiliate.

Non-Affiliates: Companies not related by common ownership or control. They can be          financial and non-financial companies. Opulent Wealth does not share with non-affiliates so that they can market to you.

Joint Marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you. We do not engage in joint marketing arrangements

We will provide you with our privacy policy on an annual basis and at any time, in advance if our firm privacy policies are expected to change.