Effective Date: May 28, 2026
Website: https://www.longhousewm.com/privacy_policy
Longhouse Wealth Management respects your privacy. This Privacy Policy explains how Longhouse Wealth Management, referred to in this policy as “Longhouse,” “we,” “us,” or “our,” collects, uses, protects, and shares information through our website, online forms, appointment links, social media pages, and other digital assets, including our TikTok account, @longhousewealth.
This Privacy Policy is intended to describe our general website and digital privacy practices. It is not a substitute for any separate privacy notice, advisory agreement, Form ADV disclosure, custodial agreement, or other notice that may be provided to clients or prospective clients under federal or state financial privacy laws.
Longhouse Wealth Management is a registered investment adviser. Registration does not imply a certain level of skill or training.
1. Information We Collect
We may collect information in several ways, including information you provide directly to us, information collected automatically through our website or digital tools, and information provided by third parties when necessary to provide services or respond to your request.
Information You Provide to Us
When you contact us, schedule a meeting, complete a form, request information, engage us for advisory services, or communicate with us through our website or digital channels, we may collect information such as:
Name
Email address
Phone number
Mailing address
Employer or business name
Information included in messages, forms, appointment requests, or consultation requests
Financial goals or planning concerns you choose to share
Information needed to evaluate, open, maintain, or service an advisory relationship
If you become a client or prospective client, we may also collect nonpublic personal information, including financial information, account information, investment objectives, risk tolerance, income, assets, liabilities, tax-related information, Social Security number, date of birth, government identification information, beneficiary information, and other information needed to provide investment advisory, financial planning, retirement plan, or related services.
Please do not send confidential financial documents, account numbers, Social Security numbers, tax documents, or other sensitive information through social media direct messages, public comments, or unsecured website forms.
Information Collected Automatically
When you visit our website or interact with our digital assets, we or our service providers may automatically collect certain information, including:
IP address
Browser type
Device type
Operating system
Pages visited
Referring website
Date and time of visit
Approximate location derived from IP address
Interactions with website forms, links, buttons, or embedded content
Cookie or similar tracking information
We may use cookies, pixels, analytics tools, website hosting tools, scheduling tools, or similar technologies to operate our website, improve user experience, measure website performance, prevent fraud, maintain security, and understand how visitors interact with our content.
Social Media and TikTok
If you interact with Longhouse through TikTok, LinkedIn, Google Business Profile, Facebook, Instagram, YouTube, or another third-party platform, we may receive information you choose to make available, such as your profile name, public comments, messages, reactions, follows, shares, or other engagement activity.
Those platforms may also collect information directly from you under their own privacy policies and terms. Longhouse does not control the privacy practices of TikTok or any other third-party platform. Your use of any third-party platform is subject to that platform’s own policies.
Content posted by Longhouse on social media is for general informational and educational purposes only. Social media interactions do not create an advisory relationship, and you should not submit confidential personal or financial information through social media.
2. How We Use Information
We may use information we collect for the following purposes:
To respond to inquiries
To schedule appointments
To provide investment advisory, financial planning, retirement plan, or related services
To evaluate whether our services may be appropriate for a prospective client
To communicate with clients and prospective clients
To maintain client records
To comply with legal, regulatory, recordkeeping, examination, and reporting obligations
To operate and improve our website and digital assets
To protect the security and integrity of our systems
To prevent fraud, unauthorized access, or misuse
To send updates, educational content, or business communications, where permitted
To manage vendor, compliance, legal, accounting, technology, and business operations
To enforce agreements or protect our rights
We do not use website visitor information to provide individualized investment advice unless you have separately engaged us and provided information through appropriate client or prospective client channels.
3. How We Share Information
We do not sell nonpublic personal financial information. We do not disclose nonpublic personal information about clients or former clients except as permitted or required by law, as authorized by the client, or as necessary to provide services.
We may share information with the following categories of recipients:
Service Providers
We may share information with vendors and service providers who assist us with business operations, including website hosting, appointment scheduling, email, compliance, recordkeeping, secure document storage, client relationship management, billing, analytics, cybersecurity, marketing administration, printing, mailing, and technology support.
Financial Service Providers and Custodians
For clients and prospective clients, we may share information with custodians, broker-dealers, portfolio management systems, account aggregation providers, retirement plan providers, third-party administrators, compliance consultants, or other financial service providers when needed to provide services, manage accounts, process transactions, maintain records, or fulfill client instructions.
Professional Advisers
We may share information with attorneys, accountants, auditors, compliance consultants, insurance providers, or other professional advisers when necessary for business, legal, regulatory, or risk management purposes.
Legal and Regulatory Purposes
We may disclose information when required or permitted by law, regulation, subpoena, court order, regulatory examination, governmental request, or legal process. We may also disclose information to protect against fraud, unauthorized transactions, cybersecurity threats, identity theft, financial abuse, or other legal or security risks.
With Your Consent or Direction
We may share information at your request, with your consent, or as reasonably necessary to carry out a service or transaction you request.
4. Financial Privacy
As an investment adviser, Longhouse may collect nonpublic personal information about clients and prospective clients. We protect that information using physical, electronic, and procedural safeguards designed to protect confidentiality and security.
We limit access to nonpublic personal information to personnel and service providers who need the information to provide services, support operations, or comply with legal and regulatory obligations.
We may disclose nonpublic personal information to nonaffiliated third parties only as permitted by law, including to process or service transactions, maintain or service accounts, provide advisory services, respond to legal or regulatory requests, prevent fraud, protect security, or fulfill a client’s instructions.
We do not share nonpublic personal information with nonaffiliated third parties for their independent marketing purposes unless authorized by the client or permitted by applicable law.
5. California Privacy Notice
This section is intended for California residents.
Depending on the nature of the information and the applicable law, California residents may have certain rights regarding personal information, including the right to request access to personal information, request correction of inaccurate personal information, request deletion of personal information, request information about categories of personal information collected or disclosed, opt out of certain sales or sharing of personal information, limit certain uses of sensitive personal information, and not be discriminated against for exercising privacy rights.
Certain information collected, processed, sold, or disclosed under federal financial privacy laws, the Gramm-Leach-Bliley Act, implementing regulations, or the California Financial Information Privacy Act may be exempt from certain California Consumer Privacy Act requirements. Other legal, regulatory, or recordkeeping obligations may also limit our ability to delete or modify information.
Categories of Personal Information We May Collect
In the past 12 months, we may have collected the following categories of personal information:
Identifiers, such as name, email address, phone number, mailing address, IP address, or online identifiers
Personal information described in California Civil Code Section 1798.80, such as contact information or financial information
Commercial information, such as records of services requested or received
Internet or electronic network activity, such as website interactions, browser information, and device information
Professional or employment-related information, such as employer or business affiliation
Sensitive personal information, such as Social Security number, government identification information, account information, or financial information, but only when necessary for advisory, planning, compliance, or related services
Inferences drawn from information you provide, such as investment objectives, planning needs, or service preferences
Purposes for Collection
We may collect, use, or disclose personal information for the business and operational purposes described in this Privacy Policy, including responding to inquiries, scheduling meetings, providing services, maintaining records, complying with legal obligations, protecting security, and operating our business.
Sale or Sharing of Personal Information
Longhouse does not sell personal information for money.
Longhouse does not knowingly sell or share personal information for cross-context behavioral advertising. If our practices change in a way that requires a “Do Not Sell or Share My Personal Information” link or similar opt-out mechanism under California law, we will update this Privacy Policy and provide the required opt-out method.
Sensitive Personal Information
We use sensitive personal information only for purposes reasonably necessary to provide services, comply with legal and regulatory obligations, protect security, prevent fraud, or as otherwise permitted by law. We do not use sensitive personal information to infer characteristics about you for unrelated purposes.
Exercising California Privacy Rights
To submit a privacy request, contact us using the contact information below. We may need to verify your identity before responding to a request. We may deny or limit a request where permitted by law, including when retaining the information is necessary for legal, regulatory, security, fraud prevention, or recordkeeping purposes.
Authorized agents may submit requests on behalf of California residents if they provide proof of authorization and we are able to verify the request as required by law.
6. Cookies, Analytics, and Tracking Technologies
Our website may use cookies and similar technologies to operate the website, remember preferences, analyze traffic, measure performance, improve content, maintain security, and understand how visitors interact with our digital assets.
You may be able to manage cookies through your browser settings. Disabling cookies may affect website functionality.
We do not guarantee that our website will respond to “Do Not Track” browser signals. To the extent required by applicable law, we will recognize and honor legally required opt-out preference signals.
If we use third-party analytics or platform tools, those third parties may collect information according to their own privacy policies. We encourage you to review the privacy policies of any third-party platforms or tools you use.
7. Data Security
We use reasonable physical, electronic, and administrative safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction.
No website, email system, social media platform, or electronic transmission is completely secure. You should not submit confidential financial information, Social Security numbers, account numbers, tax documents, or other sensitive information through unsecured channels.
If you need to provide sensitive documents or information, please contact us so we can direct you to an appropriate secure method.
8. Data Retention
We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide services, maintain business records, comply with legal and regulatory obligations, resolve disputes, protect security, and enforce agreements.
Investment advisers and financial service providers may be required to retain certain records for specific periods under applicable securities, financial privacy, tax, and business recordkeeping laws. As a result, we may not be able to delete certain information even if requested.
9. Former Clients and Former Prospective Clients
We apply our privacy practices to information about former clients and former prospective clients in the same general manner as information about current clients and prospective clients, subject to applicable legal, regulatory, recordkeeping, and business requirements.
10. Children’s Privacy
Our website and digital assets are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13 through our website or digital assets. If we learn that we have collected personal information from a child under 13 without appropriate consent, we will take reasonable steps to delete it.
11. Third-Party Websites and Links
Our website and digital assets may contain links to third-party websites, platforms, scheduling tools, custodians, service providers, or other resources. We are not responsible for the privacy practices, security, content, or terms of third-party websites or platforms.
When you leave our website or interact with a third-party platform, that third party’s privacy policy and terms apply.
12. Email and Electronic Communications
If you provide your email address, we may use it to respond to you, send requested information, provide client communications, deliver educational content, or communicate about our services.
You may unsubscribe from marketing or educational emails by following the instructions in the email or contacting us directly. We may still send non-marketing communications related to client service, legal notices, regulatory matters, account administration, or other business purposes.
13. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we update it, we will revise the effective date above. The updated version will apply when posted, unless otherwise stated.
We encourage you to review this Privacy Policy periodically.
14. Contact Us
For privacy questions, requests, or concerns, please contact:
Longhouse Wealth Management
Encinitas, California
Phone: (760) 642-1100
Email: privacy@longhousewm.com
Website: https://www.longhousewm.com
You may also request a copy of our privacy notice or ask questions about how we handle personal information by contacting us using the information above.