Effective Date: April 28, 2025
IndiWealth LLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy outlines how we collect, use, and safeguard your information in accordance with applicable laws, including Regulation S-P.
Information We Collect
We may collect the following types of information through our website, forms, and communications:
- Name, email address, phone number, and mailing address
- Organization affiliation and job title (if provided)
- Information submitted through contact or inquiry forms
- IP address, browser type, device info (via Google Analytics)
- Interaction data from Meta Business Suite and email campaign metrics (via Substack)
How We Use Your Information
We use your information to:
- Respond to inquiries and provide requested information
- Send newsletters, updates, or event invitations
- Improve our website and services through analytics and engagement metrics
- Comply with legal and regulatory obligations
Data Sharing
We do not sell, rent, or trade your personal information to third parties. We may share your data with:
- Service providers (e.g., Substack, Google Analytics, Meta) for business operations
- Regulatory bodies if required by law or compliance procedures
All service providers are required to safeguard your information consistent with this policy.
Cookies and Tracking
We use cookies and similar technologies through Google Analytics and Meta Business Suite to track visitor behavior, website usage, and campaign performance.
You can opt out of tracking by adjusting your browser settings or using browser-based opt-out tools.
Security
We implement industry-standard security measures to protect your data from unauthorized access, disclosure, or misuse.
Your Rights
Minnesota residents and other users may request:
- Access to their personal information
- Corrections to their data
- Removal from mailing lists
To make a request, contact us at:
IndiWealth LLC
11270 Fountains Dr, Ste 200
Maple Grove, MN 55369
info@indiwealthmanagement.com
763-200-5427
Updates
We may update this policy from time to time. Changes will be posted to this page with an updated effective date.
Contact Us
IndiWealth LLC
11270 Fountains Dr, Ste 200
Maple Grove, MN 55369
info@indiwealthmanagement.com
763-200-5427