Culbreth Wealth Management, LLC

Privacy Policy
Effective: April 27 2023

Our Commitment to You
Culbreth Wealth Management, LLC (“Culbreth Wealth Management”) is committed to safeguarding the
use of your personal information that we have as your Investment Advisor. Culbreth Wealth Management
(referred to as “we”, “our” and “us” throughout this notice) protects the security and confidentiality of the
personal information we have and make efforts to ensure that such information is used for proper business
purposes in connection with the management or servicing of your account. Our relationship with you is
our most important asset. We understand that you have entrusted us with your private information, and we
do everything we can to maintain that trust.

We do not sell your non-public personal information to anyone. Nor does Culbreth Wealth Management
provide such information to others except for discrete and proper business purposes in connection with
the servicing and management of your account as discussed below.

Details of our approach to privacy and how your personal non-public information is collected and used
are set forth in this privacy policy.

The Information We Collect About You
You typically provide personal information when you complete the paperwork required to become our
Client. This information may include your:

  • Name and address
  • Assets
  • E-mail address
  • Income
  • Phone number
  • Account balance
  • Social security or taxpayer identification number
  • Investment activity
  • Accounts at other institutions

In addition, we may collect non-public information about you from the following sources:

  • Information we receive on Brokerage Agreements, Managed Account Agreements and other
    Subscription and Account Opening Documents;
  • Information we receive in the course of establishing a customer relationship including, but
    not limited to, applications, forms, and questionnaires;
  • Information about your transactions with us or others

Information about You That Culbreth Wealth Management Shares
Culbreth Wealth Management works to provide products and services that benefit our customers. We may
share non-public personal information with non-affiliated third parties (such as brokers and custodians) as
necessary for us to provide agreed services and products to you consistent with applicable law. We may
also disclose non-public personal information to other financial institutions with whom we have joint
business arrangements for proper business purposes in connection with the management or servicing of
your account. In addition, your non-public personal information may also be disclosed to you, persons we
believe to be your authorized agent or representative, regulators in order to satisfy Culbreth Wealth
Management’s regulatory obligations, and is otherwise required or permitted by law. Lastly, we may
disclose your non-public personal information to companies we hire to help administrate our business.

Companies we hire to provide services of this kind are not allowed to use your personal information for
their own purposes and are contractually obligated to maintain strict confidentiality. We limit their use of
your personal information to the performance of the specific service we have requested.
To repeat, we do not sell your non-public personal information to anyone.

Information about Former Clients
Culbreth Wealth Management does not disclose, and does not intend to disclose, non-public personal
information to non-affiliated third parties with respect to persons who are no longer our clients.

Confidentiality and Security
Our employees are advised about the firm's need to respect the confidentiality of our customers’; non-
public personal information. Additionally, we maintain physical, procedural and electronic safeguards in
an effort to protect the information from access by unauthorized parties.

We’ll keep you informed
We will send you notice of our privacy policy annually for as long as you maintain an ongoing
relationship with us. Periodically we may revise our privacy policy, and will provide you with a revised
policy if the changes materially alter the previous privacy policy. We will not, however, revise our privacy
policy to permit the sharing of non-public personal information other than as described in this notice
unless we first notify you and provide you with an opportunity to prevent the information sharing. You
may obtain a copy of our current privacy policy by contacting us at (770) 979-1301.