Legal

Privacy Notice

Effective January 2026

FACTS: What does Adenry Wealth, LLC do with your personal information?

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, tax identification number, and employee identification number
Account balances, income, and total net worth

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	N/A
For joint marketing with other financial companies	No	N/A
For our affiliates' everyday business purposes—information about your transactions and experiences	No	N/A
For our affiliates' everyday business purposes—information about your creditworthiness	No	N/A
For our affiliates to market to you	No	N/A
For non-affiliates to market to you	No	N/A

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

Do we share?: Yes
Can you limit this sharing?: No

For our marketing purposes—to offer our products and services to you

Do we share?: No
Can you limit this sharing?: N/A

For joint marketing with other financial companies

Do we share?: No
Can you limit this sharing?: N/A

For our affiliates' everyday business purposes—information about your transactions and experiences

Do we share?: No
Can you limit this sharing?: N/A

For our affiliates' everyday business purposes—information about your creditworthiness

Do we share?: No
Can you limit this sharing?: N/A

For our affiliates to market to you

Do we share?: No
Can you limit this sharing?: N/A

For non-affiliates to market to you

Do we share?: No
Can you limit this sharing?: N/A

Questions? Call 240-389-4692

Who We Are

Who is providing this notice?

Adenry 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 personal information, for example, when you: Open an account or deposit money; Enter into an advisory contract; Tell us about your investment or retirement portfolio.

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 a jointly owned account?

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 non-financial companies.

Joint marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.