Curi Wealth Management, LLC dba Curi Capital (“Curi Capital”) is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the nonpublic financial information obtained by Curi Capital in connection with carrying out our services.
Information We Collect:
Curi Capital collects personal information as part of our relationship with you, to provide client services and fulfill legal and regulatory requirements. The type of information Curi Capital collects may include:
• Information Curi Capital receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
• Information you provide Curi Capital directly about your personal finances or personal circumstances or which Curi Capital may receive from brokerage statements or other information you authorize Curi Capital to receive;
• Information Disclosed in Administering Products and Services
Curi Capital will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Curi Capital does not sell any personal information about you to any third party. Curi Capital will not disclose personal information without your authorization, except as required or permitted by law. In addition, Curi Capital limits sharing personal information with its affiliate third party, Curi Holdings, Inc., to only your name and contact information.
Procedures to Protect Confidentiality and Security of Your Personal Information:
Curi Capital has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Curi Capital maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.
Curi Capital will update its policy and procedures when necessary to ensure that your privacy is maintained and that Curi Capital conducts business in a way that fulfills our commitment to you. If Curi Capital makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.
View additional information in Curi Capital’s Form ADV filings with the U.S. Securities and Exchange Commission, https://adviserinfo.sec.gov/firm/summary/281133. Our Advisors’ respective Part 2B Brochures are available upon request.