Wakil Wealth Advisory

Privacy Policy

Wakil Wealth Advisory LLC places utmost importance on the privacy of its clients and prospective clients (referred to as “customers”), past and present. We acknowledge the trust you have bestowed upon our firm by sharing your non-public personal information, and it is imperative that both our staff and customers understand our policies regarding the handling of such information. We do not engage in the sale, sharing, or disclosure of nonpublic personal information collected or maintained about you to third parties unrelated to our operations. Additionally, Wakil Wealth Advisory LLC does not trade your information with external parties.

Our firm gathers personal information about customers from various sources, including:
  1. Details provided by clients to fulfill their plans or receive recommendations.
  2. Information provided in engagement contracts, account applications, and associated paperwork for the initiation and upkeep of accounts.
  3. Verbal disclosures made by customers.
  4. Information obtained from service providers, such as custodians, regarding client transactions.
Non-public personal information about our customers is not disclosed to any external party, except in the following situations:
  1. When necessary to provide services requested by our clients.
  2. During firm assessments, such as independent audits, when required.
  3. When permitted or mandated by law, such as regulatory examinations.

Access to customer information within the firm is restricted to personnel who require it for their duties. All staff and service providers are aware that any information handled within our premises is confidential, and they are instructed not to share customer information with unauthorized parties unless specifically authorized in writing by the customer.

To ensure the security and confidentiality of customer information, the firm maintains physical, electronic, and procedural safeguards.

As required by federal law, our firm will provide you with our privacy policy annually and in advance of any anticipated changes to our privacy practices.