Privacy Policy

About This Policy

Alta Strada Wealth Partners, LLC doing business as Alta Strada Wealth Management ("ASWP") recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and preserve the private nature of our relationship with you. We place the highest value on the information you share with us.

Why We Collect Your Information

We gather information about you so that we can help design and implement the investment and financial planning services we provide you, and comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect: information from our initial meeting or subsequent consultations about your identity, including your name, contact information, social security number, date of birth, and financial information; information we generate to service your financial needs; and information we may receive from third parties in connection with the services we provide you.

What Information We Disclose

We are permitted by law to disclose nonpublic personal information to unaffiliated third parties in certain circumstances, including: third-parties that assist in account supervision or management; service providers contracted to perform our duties; your authorized representative; when we receive your prior consent; in connection with a sale or transfer of our business; and as otherwise permitted by applicable privacy regulations. We will not sell your personal information. No contact information will be shared with third parties for marketing or promotional purposes.

How We Protect Your Personal Information

We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. All arrangements with companies or independent contractors not affiliated with ASWP are subject to confidentiality agreements.

Former Clients

Even if we cease to provide you with financial services, our Privacy Policy will continue to apply. We maintain all records regarding former clients for the retention period required by law.

Contact Our Compliance Officer

Please contact Tyler D. Woods, Chief Compliance Officer, at (531) 229-1993 or tyler@altastradawealth.com with any questions regarding our privacy policies and procedures.

Version Date: July 31, 2025