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PRIVACY POLICY

Date Last Updated: November 11, 2025

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Privacy Policy

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Exit Wealth Advisors, LLC (“Exit Wealth,” “we,” “us,” or “our”) is committed to protecting and respecting your privacy. This Privacy Notice explains how we collect, use, and share your personal information in connection with the services we provide. By accessing our services or providing us with your personal information, you agree to the practices described in this notice.

 

Information We Collect

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We collect personal information to provide our services effectively. The types of personal information we collect depend on the product or service you have with us and may include:

 

  • Personal Identification Information: Name, address, Social Security number, income, and other identifying information.

  • Financial Information: Account balances, transaction history, investment experience, and account transactions.

  • Other Information: Any other information you provide to us in the course of our relationship.

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How We Use Your Information

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We use the information we collect for various purposes, including:

 

  • Processing your transactions and maintaining your accounts.

  • Responding to legal inquiries and complying with legal obligations.

  • Offering our products and services to you.

  • Communicating with you about your accounts and services.

  • Improving our services and customer experience.

 

Sharing Your Information

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We do not share your personal information with non-affiliated third parties for marketing purposes. However, we may share your information in the following circumstances:

 

  • Affiliates: We may share information with our affiliates for their everyday business purposes, such as processing transactions and maintaining accounts.

  • Service Providers: We may share information with service providers who perform services on our behalf, such as data processing and customer support.

  • Legal Requirements: We may disclose information as required by law, such as in response to a subpoena or court order.

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Your Choices

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You have certain rights regarding your personal information, including:

 

  • Access: You may request access to the personal information we have about you.

  • Correction: You may request correction of any inaccuracies in your personal information.

  • Deletion: You may request deletion of your personal information, subject to certain legal exceptions.

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To exercise these rights, please contact us using the information provided below.

 

Data Security

 

We implement reasonable physical, electronic, and procedural safeguards to protect your personal information from unauthorized access, use, or disclosure. These measures include secure servers, encryption, and access controls.

 

Changes to This Notice

 

We may update this Privacy Notice from time to time. Any changes will be posted on our website with the updated date. We encourage you to review this notice periodically to stay informed about how we are protecting your information.

 

Contact Us

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If you have any questions or concerns about this Privacy Notice or our privacy practices, please contact us at:

 

Exit Wealth Advisors, LLC

Phone: (404) 474‑8513

Email: kevin.kim@dinsmorecomplianceservices.com

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Click the link below to download a copy of our Privacy Policy:

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