LEGAL
Privacy Policy
How we collect, use, and protect the information you share with us.
Effective date: May 11, 2026
Who We Are
Capital Wealth, LLC ("Capital Wealth," "we," "us," or "our") is an SEC Registered Investment Advisor. Insurance services are offered through CWA Insurance Services, LLC. This Privacy Policy applies to information collected through our website (capitalwealth.com), our advertising, our forms, our calls, our texts, and our emails.
Information We Collect
We collect the following categories of personal information when you choose to share it with us:
- Contact information — your name, email address, phone number, and city/state when you register for a workshop, request a consultation, or submit any web form.
- Federal-employee context — when relevant, your federal agency, years of service, retirement timeline, or related information that you choose to share.
- Website behavior — pages visited, links clicked, device and browser type, IP address, referring URL, and similar information gathered through cookies and analytics tools.
- Communications — content of emails, text messages, and call recordings or notes when you contact us.
How We Use Your Information
We use the information you share to:
- Respond to your questions and provide the educational content, consultations, or workshops you request.
- Confirm event registrations and send reminders, recordings, and follow-up resources.
- Operate, secure, and improve our website and services.
- Communicate with you about Capital Wealth events, educational content, and related topics — you can opt out of marketing communications at any time.
- Meet legal, regulatory, and compliance obligations as an SEC Registered Investment Advisor.
How We Share Your Information
We do not sell your personal information. We share information only as needed to deliver our services and operate our business:
- Service providers who help us run our business — for example, our CRM (Salesforce), email and SMS platforms, event/webinar platforms (Zoom), website analytics, and advertising platforms. These providers are bound by contract to use your information only on our behalf.
- Advertising partners — we use tools like the Meta (Facebook) Pixel and similar technologies to measure ad performance and build educational audiences. Aggregated, hashed, or de-identified data may be shared with these platforms.
- Legal requirements — when required by law, court order, regulatory request, or to protect our rights, our clients, or our team.
Advertising and Cookies
We use cookies and similar technologies (including the Meta Pixel) to understand which content is useful, measure the performance of our ads, and build audiences of people interested in our educational content. You can control cookies through your browser settings, and you can manage ad personalization preferences directly with Meta at facebook.com/adpreferences.
Text Messaging
If you opt in to receive text messages from us, you agree to the terms in our Terms & Conditions. Your mobile opt-in information is not shared with third parties or affiliates for marketing or promotional purposes. Reply STOP to any message to opt out, or HELP for help.
How We Protect Your Information
We use reasonable administrative, technical, and physical safeguards to protect your information against loss, misuse, and unauthorized access. No method of transmission or storage is 100% secure, so we cannot guarantee absolute security.
Your Choices
- Opt out of email — every marketing email includes an unsubscribe link.
- Opt out of text — reply STOP to any text message.
- Access, correct, or delete — contact us at info@capitalwealth.com to request a copy of the information we hold about you, correct inaccuracies, or request deletion. Some records may be retained as required by securities and tax regulations.
Children's Privacy
Our website and services are not directed to children under 18, and we do not knowingly collect personal information from children.
Compliance Disclosures
Advisory services offered through Capital Wealth, LLC, an SEC Registered Investment Advisor. Insurance services offered through CWA Insurance Services, LLC. Capital Wealth is not affiliated with or endorsed by the U.S. Government, Social Security Administration, Office of Personnel Management, or any federal agency.
Changes to This Policy
We may update this Privacy Policy from time to time. The "Effective date" at the top of this page reflects the most recent revision. Continued use of our website after changes are posted constitutes acceptance of the updated policy.
Contact
Questions about this Privacy Policy? Contact us:
Capital Wealth
1850 W Ashton Blvd, Ste 175
Lehi, UT 84043
Phone: 801.210.2800
Email: info@capitalwealth.com