Website Content

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wealth Beyond Math LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

Registration Information

Wealth Beyond Math LLC (“WBM”) is a registered investment adviser offering advisory services in the States of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WBM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator. To reach State of Texas Securities Board, click here.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.

Privacy Policy

We recognize our relationships with current and prospective clients are based on integrity and trust. We work

hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the

highest value on the information you share with us. We will not disclose your personal information to anyone

unless it is required by law or at your direction. We will not sell your personal information. We want you to

understand what information we collect, how we use it, and how we protect your personal information.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Why We Collect Your Information

We gather information about you so we can help design and implement the investment and financial planning

related services we provide you, and to comply with the federal and state laws and regulations that govern us.

What Information We Collect and Maintain

We could collect the following types of “nonpublic personal information” about you:

• Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.

• Information we generate to service your financial needs.

• Information we could receive from third-parties, such as the custodian who holds your account(s).

• Your phone number, which we may collect and use to send you text messages related to our financial services and communications.

What Information We Disclose

We are permitted by law to disclose nonpublic information about you to unaffiliated third-parties in certain

circumstances. We could disclose your information: to individuals and/or entities not affiliated with our firm,

including, but not limited to, certain service providers (such as broker-dealers, sub-advisers, or account

custodians) as necessary to service your account(s); to your authorized representative or power of attorney; or

otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy

regulations.

Because we share nonpublic information solely to service your account(s), you are not able to opt out of

allowing us to share your information. In the event we have a change to our business practices that allows

nonpublic information to be shared with other third-parties, our Privacy Policy will be amended to allow you the

opportunity to opt-out of such disclosure.

How We Protect Your Personal Information

Your privacy is of the utmost importance to us. We restrict and limit access to client information only to those

who need to carry out their business functions. We safeguard client information by preventing its unauthorized

access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your

confidential personal information. Arrangements with companies or independent contractors not affiliated

with our firm will be subject to confidentiality agreements.

SMS Messaging and Consent

By providing your phone number and opting in, you consent to receive text messages from us related to our financial services and communications. We will use your phone number solely for the purpose of sending you important information, updates, and notifications regarding your account and our services.

Opting Out of SMS Messages

To opt out of receiving SMS messages, you can reply STOP to any message we send you or contact us directly at df@wealthbeyondmath.com. Once you opt out, we will no longer send you text messages unless you choose to opt back in.

Former Clients

After you cease to be our client, we are required to maintain certain nonpublic information about you to comply

with applicable federal and state regulations. Even if we cease to provide you with financial services, our

Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic information with strict

confidentiality.

Updates to Privacy Policy

We review and update this Privacy Policy periodically to ensure it remains current with changing laws and regulations. Any significant changes will be communicated to you via email or through our website. We encourage you to review this policy regularly.

Contact Us

You are encouraged to discuss any questions regarding our privacy policies and procedures directly with us at df@wealthbeyondmath.com.