Infinitus Wealth Management LLC.
600 Broadway, Suite 1810
Nashville, TN 37203
(330)307-9396
PRIVACY NOTICE
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We value the trust our clients have placed in us and are committed to the responsible management, use, and protection of their
personal information. Please take a moment to review this Privacy Notice to learn how we protect your information and use it to
service your account(s).
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Information We Collect From You
Infinitus Wealth Management collects personal information about its customers to help it serve their financial needs, process
transactions in their account(s), provide customer service, offer new products or services, and fulfill legal and regulatory
requirements. Infinitus Wealth Management collects information about its customers from the following sources:
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• information provided to us, our affiliates, or our investment advisor representatives by our customers (such as on account
applications and related forms, in discussions with our employees and advisor representatives, or through our website).
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• information gathered from our internal files regarding the customer’s transaction history with us (such as products or
services purchased, account balances, trading history, and payment history), as well as that provided by information service
companies and consumer reporting agencies (such as transactions or credit relationships with unaffiliated third parties).
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• information provided by other unaffiliated third parties, including employers, associations, retirement plan benefit
sponsors, and other institutions, if the customer transfers positions or funds to us.
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This information may include “nonpublic, personal information,” which means information that is not readily known or accessible
in the public realm, such as the customer’s social security number, birth date, net worth, assets, income, and medical information
(if applying for insurance), as well as the fact that the customer has an account with us.
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Sharing Information
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Pursuant to federal law, we may not disclose a customer’s nonpublic personal information without his/her prior consent, unless
the disclosure is needed to:
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• provide the services requested by the customer, including:
 clearing, transferring, confirming, or reconciling transactions in the customer’s account(s); and
 providing statements or other records regarding the status or value of the customer’s account(s);
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• provide the customer with marketing materials regarding our products and/or services, as well as those offered pursuant
to joint agreements with our affiliates or non-affiliated third parties, so long as all parties offering the products and/or
services have agreed, in writing, to protect the confidentiality of the customer’s information and not use it for any other
purpose;
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• enforce any of our rights, including the collection of any fees or other payments due;
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• provide any of Infinitus Wealth Management’s affiliates with information regarding our operations, or as reasonably
required pursuant to the proposed or actual sale, merger, transfer, or exchange of all, or a portion of, our business;
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• comply with the request or requirements of regulatory and/or law enforcement organizations;
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• respond to a subpoena or discovery request; or
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• provide disclosures as otherwise permitted or required by law.
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We may provide such information to Infinitus Wealth Management's affiliates and/or unaffiliated financial or non-financial
services providers (such as insurance companies, mutual fund companies, banks, investment firms, third-party administrators,
clearing firms, and other third parties who assist us in providing account maintenance or customer service) as necessary pursuant to the exceptions listed above.
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We do not sell, share, or disclose your nonpublic personal information to unaffiliated third-party marketing companies.
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Opting Out
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Customers may request that we not disclose their nonpublic, personal information for any reason - other than one of the exceptions listed above.
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For example, if an investment advisor representative who has serviced your account(s) terminates his/her registration with
Infinitus Wealth Management, we may permit the advisor representative to share your contact information (name, address,
phone number, email address, and account titles) with his/her new firm and use it to contact you for the purpose of
requesting your permission to transfer your account(s) to that new firm. In that event, neither the investment advisor
representative nor his/her new firm would be permitted to use your contact information for any other purpose or to obtain any
other information regarding your accounts without your express written consent. However, because the disclosure of your
contact information to an advisor representative’s new firm is not covered by any of the exceptions listed above, you have a
right to request that we not disclose your information for this purpose.
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To request that we not disclose your information for this or any purpose (other than those covered under the exceptions listed
under “Sharing Information,” above), please e-mail us at erik.roberts@infinituswealth.com. If we do not receive such a request
from you within thirty (30) days of you opening an account, contracting for services, or receiving our annual privacy notice, we
have the right to assume you do not object to the disclosure of your information for any reason permitted by federal law until
you notify us to the contrary. (Please note that the laws of certain states may impose additional restrictions upon the
disclosure of customers’ confidential information.)
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Safeguarding Information
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Infinitus Wealth Management recognizes the need to prevent unauthorized access to the information we collect, including
information held in electronic format. Infinitus Wealth Management authorizes access to your nonpublic personal information
only to personnel who need that information to serve you. We maintain physical, electronic, and procedural safeguards
regarding your nonpublic, personal information to ensure that we comply with our own policy, industry practices, and federal
and state regulations. If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy
policies and practices as described in this notice.
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Questions
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You do not have to contact us to benefit from our privacy protections; they apply automatically to all of our customers and
former customers. If you have any questions after reading this privacy policy, we encourage you to contact your advisor or to
write to Infinitus Wealth Management; 600 Broadway, Suite 2204, Nashville, TN 37203.
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