Privacy Policy
What does GenEra Wealth, LLC do with your personal information?
Rev October 1, 2026. Text messaging supplement effective 10-27-2026. Download the PDF
Why?
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.
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 income
- Account balances and payment history
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons we choose to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Do we share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes to offer our products and services to you | No | NA |
| For joint marketing with other financial companies | No | NA |
| For our affiliates’ everyday business purposes information about your transactions and experiences | Yes | Yes |
| For our affiliates’ everyday business purposes information about your creditworthiness | No | NA |
| For our affiliates to market to you | Yes | Yes |
| For non-affiliates to market to you | No | NA |
| For buying, selling, or sharing of client data gathered for text messaging. | No | NA |
To limit our sharing
Mail the form below to GenEra Wealth, LLC, 764 Boulder Peak Avenue, Erie, CO 80516. The form is in the PDF version of this notice. On it you can mark any you want to limit: do not share information about my transactions and experiences with your affiliates, and do not allow your affiliates to use my personal information to market to me.
Please note: If you are a new customer, we can begin sharing your information from the date you received this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Questions? Call (970) 907-3200.
Who we are
Who is providing this notice? GenEra Wealth, LLC.
What we do
How do we protect your personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How do we collect your personal information?
We collect your Customer Information, for example, when you:
- Open an account or enter into an investment advisory relationship
- Complete forms or documents stating your investment objectives, financial circumstances, or risk tolerance
- Give us your contact information or instructions related to your account
- We also collect your personal information from others, such as custodians, affiliates, or their companies.
Why can’t you limit all sharing?
Federal law gives you the right to limit only
- Sharing for affiliates’ everyday business purposes: information about your creditworthiness
- Affiliates from using your information to market to you
- Sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
What happens when you limit sharing for an account you hold jointly?
Your choices will apply to everyone on your account, unless you tell us otherwise.
Definitions
- Affiliates: Companies related by common ownership or control. They can be financial and non-financial companies.
- Non-affiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Joint marketing: A formal agreement between non-affiliated financial companies that together market financial products or services to you.
Text messaging: mobile opt-in information
Mobile opt-in information, including phone numbers and SMS consent, will not be shared with third parties or affiliates for marketing purposes. We use it to send the messages you asked for and to keep the records the law requires.
Our Terms of Service explain how text messaging works, including how to get help or opt out.