Aceeda Wealth Management, Inc.
Last Updated Date: October 31th, 2025
This Privacy Policy outlines how Aceeda Wealth Management (“we,” “us,”, “our”, or “Aceeda”) collects, uses, and protects the personal information of our clients (“you,” “your”). We are committed to safeguarding your privacy and ensuring the security of your personal and financial data.
Information We Collect
We collect personal information necessary to provide investment advisory services, including but not limited to:
a. Name, address, phone number, and email
b. Social Security number or Tax Identification number
c. Investment objectives and risk tolerance
d. Financial statements and income details
e. Account balances and transaction history
How We Use Your Information
We use your personal information to:
a. Provide investment advisory services and manage your portfolio
b. Comply with legal and regulatory requirements
c. Communicate with you about your account
d. Improve our services and client experience
Information Sharing and Disclosure
We do not sell or rent your personal information. However, we may share your data under the following circumstances:
a. With service providers, such as custodians and brokerage firms, to facilitate transactions
b. With regulatory authorities as required by law
c. With third parties upon your explicit consent
d. To protect against fraud or unauthorized transactions
e. No mobile opt-in or text message consent will be shared with third parties or affiliates.
Data Protection and Security
We implement appropriate security measures to protect your personal information, including:
a. Encryption of sensitive data
b. Restricted access to authorized personnel only
c. Regular security audits and assessments
Client Rights and Choices
You have the right to:
a. Request access to your personal information
b. Update or correct inaccuracies in your data
c. Opt-out of certain data-sharing practices, where applicable, by contacting us (see below)
d. Request deletion of your personal information, subject to regulatory requirements
Regulatory Compliance
We comply with applicable privacy laws, including the Gramm-Leach-Bliley Act (GLBA) and SEC Regulation S-P, ensuring the confidentiality and security of your nonpublic personal information.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. All updates and amendments are effective immediately upon notice, which we may give by any means, including, but not limited to, by posting a revised version of this privacy policy or other notice on the websites.We will notify you, if you are a client, of any significant changes by email or other appropriate means.
Contact Information
If you have any questions about this Privacy Policy or your personal information, please contact us at:
Aceeda Wealth Management, Inc. CRD# 334893
6900 Dallas Pkwy, 3rd Floor, Plano, TX, 75024
Email: privacy@aceeda.com Website: www.aceeda.com
Aceeda 