Privacy Policy

What does Connectus Wealth, LLC do with your personal information?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you   how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and income
  • Account balances and transaction history
  • Investment experience and account transactions

When you are no longer our customer, we continue to share your information as described in this notice.

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Connectus Wealth, LLC chooses to share; and whether you can limit this sharing.
Reasons we can share your personal informationDoes Connectus Wealth, LLC share?Can you limit this sharing?
For our 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 purposes—

to offer our products and services to you
For joint marketing with other financial companiesNoWe don't share
For our affiliates’ everyday business purposes—

information about your transactions and experiences
For our affiliates’ everyday business purposes—

information about your creditworthiness
NoWe don't share
For nonaffiliates to market to youNoWe don't share

Call us at (646) 560-4000, email us at or go to

Who we are?

Who is providing this notice? Connectus Wealth, LLC

What we do?
How does Connectus Wealth, LLC protect my personal information?To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Connectus Wealth, LLC collect my personal information?We collect your personal information, for example, when you

  • open an account or give us your income information

  • tell us about your portfolio or deposit money

  • enter into an investment advisory contract

  • We also collect your personal information from other companies, including affiliates.
    Why can’t I limit all sharing?Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness

  • affiliates from using your information to market to you

  • sharing for nonaffiliates to market to you

  • State laws and individual companies may give you additional rights to limit sharing.
    AffiliatesCompanies related by common ownership or control. They can be financial and nonfinancial companies.

  • Our affiliates include Focus Operating, LLC, Connectus Group, LLC, and Focus Treasury & Credit Solutions, LLC.
  • NonaffiliatesCompanies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Connectus Wealth, LLC does not share with nonaffiliates so they can market to you.
  • Joint marketingA formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Connectus Wealth, LLC does not jointly market.
  • Other important information