Cookie Policy
California Privacy Notice
Last Updated February 17, 2026
At Craft Asset Management LLC DBA Craft Wealth Services ("Craft Wealth Services," "we," "our," or "us"), protecting your personal information is a responsibility we take seriously. This California Privacy Notice explains what information we gather, how we use it, and the steps we take to keep it safe. This notice applies exclusively to California residents who use our investment advisory, financial planning, and consulting services (collectively, "Services") and has been prepared in accordance with the California Consumer Privacy Act of 2018 as amended ("CCPA"). It should be read alongside our general Privacy Policy.
1. Information We Collect
Personal Information
In the course of providing our Services, we may collect information that can be used to identify or reasonably be linked to you as an individual. Over the past twelve (12) months, we have collected the following types of personal information:
Identifiers: This includes your name, home address, email address, phone number, Social Security Number, driver's license number, IP address, and account details.
Financial and Customer Records: Consistent with California Civil Code § 1798.80(e), we collect financial information such as bank account details, employment history, and other records necessary to service your account.
Protected Classification Characteristics: We do not require this information, but please review your account application carefully to ensure you are not submitting details such as age, race, marital status, disability status, or other protected characteristics unless specifically required.
Transaction and Service Records: Details about the services you have engaged us to provide, your investment portfolio, and payment history.
Online Activity: Information gathered through cookies and similar technologies when you interact with our website. Please refer to our Cookie Policy for more detail.
Location Data: General location information derived from your IP address.
Employment Information: Employer details, job title, and years of professional experience where relevant to our services.We have not collected biometric data, sensory data, or educational records from any consumer in the past twelve (12) months.
b. Non-Personal Information
We may work with aggregated or de-identified data that cannot reasonably be used to identify you. This type of information falls outside the scope of the CCPA.
c. How We Collect Your Information
We gather information in three main ways: directly from you through forms, account applications, and communications; passively through your interactions with our website; and from trusted third parties such as custodians, broker-dealers, accountants, and attorneys involved in servicing your account.
2. How We Use Your Information
We use the personal information we collect to open and manage your account, deliver the services you have requested, communicate with you about your investments and our firm, process transactions, maintain the security of our systems, comply with legal and regulatory obligations, and improve the overall quality of our services.We will not use your personal information for purposes that are materially different from those described here without first notifying you.
3. Sharing Your Information
a. Sharing at Your Direction
When you instruct us to work with third parties in connection with your account — such as other advisors, attorneys, or financial institutions — we may share relevant personal information with those parties to fulfill your request. We do not share your information with third parties for their own marketing purposes.
b. Sharing for Business Purposes
We may share certain categories of personal information with service providers, legal and financial professionals, regulatory authorities, fraud prevention services, and law enforcement where required or permitted by law. Any such sharing is limited to what is necessary to carry out legitimate business functions.
c. Sale of Personal InformationWe do not sell your personal information. Period.
4. Your Rights as a California Resident
a. Right to Know
You have the right to request a full accounting of the personal information we have collected about you over the past twelve (12) months, including the sources, our reasons for collecting it, and any third parties with whom it has been shared.
b. Right to Correct or Delete
You may request that we correct inaccurate information or delete personal information we hold about you. We will honor such requests unless retaining the data is necessary to complete a transaction, meet a legal obligation, detect fraud, or fulfill another permitted purpose under the CCPA.
c. How to Submit a Request
To submit a data access, correction, or deletion request, please contact us directly at 813.337.7747 or in writing at 1902 West Kennedy Boulevard, Suite 4, Tampa, FL 33606. We will respond within forty-five (45) days. If additional time is needed, we will notify you in writing.You may submit up to two requests per twelve-month period. Requests must include enough detail for us to verify your identity and understand what you are asking.
d. Sale Opt-Out
As noted above, we do not sell personal information. Should that ever change, we will notify you and provide a clear opportunity to opt out before any such sharing takes place.
e. Non-Discrimination
Exercising your privacy rights will never result in you receiving a lower quality of service, being charged higher fees, or being treated differently in any way.
5. When We Act as a Service Provider
in some cases, Craft Wealth Services provides services on behalf of a third-party firm. In those situations, we process personal information under that firm's direction and solely for the purposes outlined in our agreement with them. We do not use that information for our own commercial purposes. If you have questions about data we process in this capacity, we will direct you to the appropriate party.
6. How We Protect Your Information
We maintain physical, administrative, and technical safeguards designed to protect your personal information from unauthorized access, misuse, or disclosure. All employees and service providers who handle personal data are required to maintain its confidentiality and comply with our internal privacy standards.
7. Updates to This Notice
We may update this notice periodically to reflect changes in our practices or applicable law. When material changes are made, we will post an updated notice on our website and, where appropriate, notify you directly. Continued use of our Services following any update constitutes your acceptance of the revised notice.
8. Contact Us
For questions about this notice or to exercise your privacy rights, please reach out to us:Craft Asset Management LLC DBA Craft Wealth Services1902 West Kennedy Boulevard, Suite 4Tampa, FL 33606Phone: 813.337.7747
