Privacy Policy

1. Personal Information We Collect

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We collect information that identifies, relates to, describes, or could reasonably be linked with you (“Personal Information”). The types of Personal Information we collect may include:

• Basic contact details – name, email address, telephone or mobile number, mailing address, job title/role, and (where relevant) company or brokerage details.

• Account and transactional information – program enrollments, subscriptions, billing and payment information, plan selections, and support interactions.

• Data – information you or your users store in Wealth Mentory (e.g., appointments, notes, files, content and templates). See Section 4 (Access & Ownership).

• Communications – your messages to us (email, web forms, chat, SMS), survey responses, and preferences. Inbound and outbound calls with our team may be recorded for quality, training, business development, and dispute-resolution purposes.

• Automatically collected data – device identifiers, IP address, browser type, operating system, referring URLs, pages viewed, links clicked, session timestamps, and other usage data collected through cookies, web beacons, pixels, SDKs, and similar technologies. See Section 7 (Cookies, Analytics & Advertising).

You may choose not to provide certain information; however, this may limit your ability to use some features of the Services.

2. Sources of Personal Information

We collect Personal Information:

• Directly from you when you register, request information, purchase, use the Services, participate in coaching, join the club, enroll in a free trial, complete forms, or communicate with us.

• Automatically through cookies, pixels, analytics tools, and similar technologies when you visit or use the Website or Services.

• From service providers and partners that support our operations (e.g., payment processors, hosting, analytics, and communications partners) and from publicly available sources where permitted by law.

3. How We Use Personal Information

We use Personal Information to:

• Provide and improve the Services – including onboarding, account provisioning, customer success, technical support, troubleshooting, and product development.

• Send communications – including service announcements, security or policy updates, transactional notices, promotional emails, and SMS/MMS about webinars, events, offers, and educational content. See Section 6 (Your Choices) for opt-out options.

• Manage subscriptions and billing – including processing payments, renewals, invoices, refunds, chargeback handling, tax collection, usage reporting, and fraud prevention.

• Conduct research and analytics to improve effectiveness of our content, ads, funnels, and Services.

• Comply with law and enforce our Terms, Billing Policy, and other agreements; protect our rights, property, users, and the public.

4. Wealth Mentory Access & Ownership

When you have access to Wealth Mentory you gain tools such as pipelines, leads, funnels, and messaging.

• Ownership. All data within your Wealth Mentory account—including billing information, leads, contacts, messages, funnels, and webinar information—belongs to Wealth Mentory.

• Our limited access. We may access your Wealth Mentory account only to set up your account, provide support, diagnose or resolve technical issues, ensure compliance with law and carrier rules, or as otherwise requested by you. We do not sell, share, or exploit your information or data for our own marketing.

5. Sharing & Disclosure of Personal Information

We do not sell your Personal Information. We share it only as necessary to provide the Services or as required by law:

• Service providers (processors). With trusted vendors that perform services for us (e.g., hosting, cloud storage, analytics, payment processing, communications/SMS, email delivery, customer support). These parties may access Personal Information solely to perform services for us and are required to protect it.

• Affiliates. With our corporate affiliates for the purposes described in this Policy.

• Legal, safety, and compliance. To comply with laws, lawful requests, and legal processes; to respond to subpoenas, warrants, or orders; to protect the rights, property, safety, and security of Wealth Mentory, our users, or others; to detect and prevent fraud or abuse; or to enforce our agreements and policies.

• Business transfers. In connection with a corporate transaction, such as a merger, acquisition, financing, reorganization, bankruptcy, or sale of assets.

• SMS carve-out. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

6. Your Choices (Email & SMS; Access, Correction, Deletion)

• Email. You may opt out of promotional emails at any time by clicking Unsubscribe in the message or contacting support@wealthmentory.com.

• SMS/MMS. Reply STOP (or UNSUBSCRIBE) to any message.

We may continue to send transactional or service messages (e.g., account, security, billing, critical notices) even if you opt out of marketing.

To submit a request, contact support@wealthmentory.com.

9. SMS / Text Messaging Privacy & Terms

Program identification. Wealth Mentory promotional and informational messages are sent on shortcode.

• Text HELP for info or email support@wealthmentory.com.

• Opt-out: Text STOP to any Wealth Mentory message.

Wealth Mentory respects your privacy. We do not sell or share mobile numbers with third parties or affiliates for marketing or promotional purposes.

10. Children’s Privacy

Our Services are not directed to children under 13. Parents or guardians who believe we have such information should contact us at support@wealthmentory.com.

12. Additional Disclosures for California Residents

Submit requests to support@wealthmentory.com.

13. Contact Us / Privacy Officer

Questions about this Privacy Policy or your Personal Information can be directed to:

Wealth Mentory LLC
Support Department
Email: support@wealthmentory.com
Call Us: 1-866-877-0977