Privacy Policy

Personal Information We Collect

We collect personal information necessary to provide wealth management services, including digital asset advisory, portfolio management, and related support. Categories include:

• Contact Information: Name, postal address, email address, telephone number.
• Government-Issued Identifiers: Social Security Number, date of birth, driver's license or passport details (as required for verification and regulatory compliance).
• Financial Information: Account details, investment holdings, income, assets, transaction history, and suitability information (e.g., for private fund qualification).
• Platform & Interaction Data: IP address, browser information, device identifiers, usage logs, and cookies/tracking data from our website.
• Other: Communications with us, information from third-party custodians or service providers, and any data you voluntarily provide.

We do not knowingly collect personal information from children under 13. Our website is not directed to children.

Sources of Personal Information

We collect information from:

• Forms, subscription documents, and onboarding materials you or your representatives complete.
• Transactions, account activity, and communications (email, phone, mail).
• Third parties such as custodians, broker-dealers, or affiliates (with your authorization or as permitted by law).
• Automatically through our website (see "Cookies and Tracking Technologies" below).

How We Use Your Information

We use personal information to:

• Provide and personalize our advisory services, including portfolio management and digital asset strategies.
• Process transactions, verify identity, and meet regulatory requirements (e.g., AML, KYC).
• Communicate with you about your accounts, market insights, and service updates.
• Improve our Platform, analyze usage, and enhance security.
• Comply with legal obligations, prevent fraud, and enforce agreements.
• Support internal operations, audits, and business functions.

We do not sell your personal information.

How We Share Your Information

We share information only as necessary and permitted:

• With affiliates and service providers (e.g., custodians, administrators, technology vendors) who are contractually obligated to protect it.
• As required by law or regulation (e.g., subpoenas, regulatory inquiries).
• With your consent or direction (e.g., to third parties you authorize).
• In the event of a corporate transaction (merger, acquisition) where appropriate protections apply.

We do not share non-public personal information with non-affiliated third parties for their marketing purposes unless you opt out or as permitted.

Cookies and Other Tracking Technologies

Our website uses cookies and similar technologies (e.g., pixels, web beacons) for necessary functionality, analytics, and to improve user experience. Categories include:

• Necessary: Enable core site functions like login and security.
• Functional/Analytical: Personalization and performance tracking.
• Marketing: Limited use with partners to deliver relevant content (we do not engage in cross-context behavioral advertising that would constitute a "sale" under state laws).

You can manage cookie preferences through your browser settings. Disabling certain cookies may affect functionality.

We honor browser opt-out signals (e.g., Global Privacy Control) where applicable.

Your Data Rights and Choices

Depending on your jurisdiction (e.g., under CCPA/CPRA or similar state laws), you may have rights to:

• Know what personal information we have collected, its sources, and how it is used/shared.
• Access, correct, or delete your personal information (subject to exceptions).
• Opt out of the sale/sharing of your information (we do not sell it).
• Limit use of sensitive personal information.

To exercise these rights, contact us at info@digitalwealthpartners.net or through your account portal. We will verify your identity before processing. We respond within required timeframes (typically 45 days). You will not be discriminated against for exercising your rights.

Opt-Out for Referrals/Marketing: Contact us to limit sharing for certain promotional purposes.

Security and Retention

We maintain reasonable administrative, technical, and physical safeguards to protect your information (e.g., encryption, access controls, employee training). While no system is infallible, we continuously review our practices.

We retain information as long as necessary for business, legal, or regulatory purposes.

Changes to This Policy

We may update this Policy periodically. The "Last Updated" date reflects changes. Continued use after updates constitutes acceptance. We will notify you of material changes where required.

Contact Us

For questions, requests, or concerns, contact Digital Ascension Group – Wealth. You may also review our Form ADV for additional details on our practices.

Email

info@digitalwealthpartners.net

Form ADV

adviserinfo.sec.gov