Privacy Notice

ATVANTIS Wealth Management, LLC ("ATVANTIS," "we," "our," or "us") is committed to safeguarding the confidentiality and security of the nonpublic personal information we collect about our clients and prospective clients. This Privacy Notice describes how we collect, use, and share such information in accordance with applicable U.S. federal privacy laws and regulations, including Regulation S-P.

We collect nonpublic personal information about you in connection with providing investment advisory and related services. The types of information we may collect include, but are not limited to:

We collect this information from the following sources:

We use your information solely for legitimate business purposes, including:

We limit the collection, use, and retention of information to what is reasonably necessary to fulfill these purposes.

We do not disclose nonpublic personal information about our clients to nonaffiliated third parties, except as permitted or required by law. We may share your information in the following circumstances:

Mobile Information: Mobile phone numbers, text messaging opt-in data, and consent will not be shared with third parties or affiliates for marketing or promotional purposes.

We maintain physical, electronic, and procedural safeguards designed to protect your nonpublic personal information in accordance with federal standards. Access to such information is restricted to employees who need it to perform their job responsibilities. Employees are required to maintain confidentiality and are subject to disciplinary action for violations.

We take reasonable steps to maintain accurate and up-to-date information. Upon written request, you may review the personal information we maintain about you. If you believe any information is inaccurate, you may request corrections, and we will update our records as appropriate, subject to legal and regulatory requirements.

We retain your information for as long as necessary to fulfill the purposes outlined in this notice, including to satisfy legal, regulatory, and recordkeeping requirements. This Privacy Notice continues to apply even after your relationship with ATVANTIS has ended.

Our website uses cookies and similar tracking technologies to improve user experience and analyze website traffic. By continuing to use this website, you consent to our use of cookies in accordance with this notice.

Cookies are small text files placed on your device when you visit our website. They help us understand how visitors interact with our site and allow us to improve its functionality.

You can manage or disable cookies at any time through your browser settings or via the cookie consent banner displayed upon your first visit to our website. Please note that disabling certain cookies may affect the functionality of our site.

If you are visiting this website from the European Union or European Economic Area, your use of this site may be subject to the General Data Protection Regulation (GDPR). In this case, we will obtain your explicit consent before placing any non-essential cookies. You have the right to access, rectify, erase, or restrict the processing of your personal data. To exercise these rights, please contact us using the details below.

We reserve the right to modify this Privacy Notice at any time. If we make material changes, we will provide you with an updated notice as required by law or upon request.

For privacy-related inquiries or to exercise your data rights, please contact:

This Privacy Notice is provided for informational purposes only and does not create contractual rights or obligations. You may have additional privacy rights under applicable state, federal, or international laws.