Legal
Azul Private Wealth, LLC · 6140 Hellyer Avenue, San Jose, CA 95138 · 669-255-6091
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.
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.
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:
If you are a new customer we may begin sharing your information 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.
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 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.
The sections above describe the nonpublic personal information we collect from clients. This section describes the separate, and far more limited, information collected automatically from everyone who visits this website, whether or not they are a client.
We use Google Analytics to understand how visitors find and use the site. It sets cookies in your browser and collects technical and behavioural information, including your IP address, approximate location derived from it, browser and device type, the pages you view, and the links and forms you interact with. This information is processed by Google on our behalf and is used only in aggregate, to understand which pages are useful and how people arrive at the site. We do not use it to identify individual visitors, and we do not combine it with the client information described above.
If you submit the contact form, the details you enter are sent to us by email through a third-party form service so that we can respond to your enquiry. We record in Google Analytics that an enquiry was submitted, together with the approximate asset range selected on the form. Your name, email address and the content of your message are never sent to Google Analytics.
If you schedule a meeting, that booking is handled by a third-party scheduling service, and the information you provide is held by that service in addition to being sent to us.
You can prevent analytics cookies by blocking or deleting cookies in your browser settings, or by installing Google's opt-out browser add-on. The site remains fully usable if you do. Depending on where you live, you may have additional rights over this information, including the right to request a copy of it or ask that it be deleted; contact us using the details at the top of this page and we will respond as the law requires.
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.