Privacy Policy
Effective Date: June 16, 2026
What Does Longevity Wealth Advisory 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.
Why?
Financial companies — including investment advisers — must explain why they collect personal information from current and prospective clients, and how they protect that information. This notice describes the practices of Longevity Wealth Advisory LLC (“LW Advisory,” “we,” “us,” or “our”).
What?
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 date of birth Income, net worth, and assets Account balances, transaction history, and investment experience Address, telephone number, and email address Tax-related information, employment information, and family or beneficiary information you choose to share with us When you are no longer a client, we continue to share your information as described in this notice.
How?
All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information, whether LW Advisory chooses to share, and whether you can limit that sharing.
Reasons we can share your personal information
For our everyday business purposes — such as to process your transactions, maintain your account(s) at our qualified custodian, respond to court orders and legal investigations, or report to credit bureaus
LW Advisory does not have any affiliates. If we ever do, we will update this Privacy Notice and provide it to you in accordance with applicable law.
Questions? Call (608) 696-8534 or email lukewendorf@longevitywealthadvisory.com.