PRIVACY POLICY

BDB WEALTH ADVISORS LLC

Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law.

Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.

TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.

PARTIES TO WHOM WE DISCLOSE INFORMATION

All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:

➢For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus;

➢For our marketing – to offer our products and services to you;

➢For joint marketing with other financial companies;

➢For our affiliates’ everyday business purposes – information about your transactions and experiences and information about your creditworthiness; or

➢For non-affiliates to market to you.

If you are a new customer we may begin sharing yourinformation on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

PROTECTING CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.

FEDERAL LAW GIVES YOU THE RIGHT TO LIMIT SHARING – OPTING OUT

Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.

DEFINITIONS: Affiliates – companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies; Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you.

Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

Text Message Communications (“Redtail Speak”)

BDB Wealth Advisors LLC may use a compliant text messaging platform (Redtail Speak) to communicate with clients regarding appointments, account updates, reminders, and other investment advisory-related information. These communications are intended to enhance the client experience and provide timely updates in a secure and compliant manner.

Clients may opt in to receive such text messages by providing a mobile phone number and indicating their consent to receive texts from BDB Wealth Advisors LLC. By opting in, clients acknowledge and agree to the use of text messaging for advisory-related communications.

Message frequency may vary depending on account activity and communication needs. Standard message and data rates may apply.

Clients may opt out of receiving text messages at any time by replying “STOP” to any message received, or by contacting us directly using the information provided in this policy.

We do not share your mobile number or text message content with third parties for marketing purposes. All text message records are maintained in accordance with regulatory requirements and our internal record-keeping policies.

If you choose to Opt-In, you can do so by visiting:

www.BDBwealth.com/text-messaging-consent

Website Privacy Policy

Effective Date: 5/26/2025

BDB Wealth Advisors LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting any information collected through your use of our website, www.bdbwealth.com (the “Site”). This Website Privacy Policy explains how we collect, use, and protect information gathered from visitors to the Site. It applies only to information collected online and does not extend to offline or account-based data already covered under our full client Privacy Policy.

Information We Collect

When you visit our Site, we may collect the following types of information:

1. Personal Information You Provide Voluntarily

This may include:

  • Name, email address, phone number (e.g., via contact or scheduling forms)

  • Other information you provide when submitting an inquiry

2. Automatically Collected Information

We may use cookies or other technologies to collect:

  • IP address and device information

  • Browser type, operating system, and browsing behavior

  • Pages visited, time spent, and referral sources

We use analytics tools, such as Google Analytics, to better understand how users interact with our Site.

How We Use Your Information

We use your information for purposes such as:

  • Responding to inquiries or requests submitted through the website

  • Sending educational or promotional content (if you opt in)

  • Monitoring and improving our website performance and user experience

  • Complying with legal obligations

We do not sell your personal information.

Cookies and Tracking Technologies

Our Site may use cookies or similar technologies to enhance user experience and collect statistical data. You may choose to disable cookies through your browser settings; however, some features of the Site may not function properly if you do.

Third-Party Services

We may use third-party tools and integrations (such as Squarespace, Google Analytics, and email marketing platforms) that collect, store, or process information on our behalf. These providers have their own privacy practices, which we encourage you to review.

Your Rights and Choices

Depending on your location, you may have the right to:

  • Request access to the personal information we hold about you

  • Request correction or deletion of that information

  • Opt out of receiving marketing emails by clicking “unsubscribe” at the bottom of any email

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

Data Security

We take reasonable steps to protect your personal information from unauthorized access, disclosure, or misuse. However, no internet transmission is completely secure, so we cannot guarantee absolute security.

Children’s Privacy

This Site is not directed to children under 13. We do not knowingly collect or store information from anyone under 13 years of age.

Changes to This Policy

We may update this Website Privacy Policy from time to time. Any changes will be posted on this page with a revised “Effective Date.”

Contact Us

If you have any questions about this Website Privacy Policy or your personal data, you may contact us at:

BDB Wealth Advisors LLC
365 South Camp Street, Red Lion, PA 17356
(714) 767-5324
Brian@BDBwealth.com