WealthQuant Advisors LLC
Privacy Policy
Last Updated: November 9, 2026
WealthQuant Advisors LLC (“WealthQuant Advisors,” “We,” “Us,” or “Our”) is a state registered investment adviser in the State of California (CRD #344524). We respect your privacy and are committed to protecting the personal information entrusted to us. This Privacy Policy explains how we collect, use, share, and protect information obtained through our website, www.WealthQuantAdvisors.com (the “Website”), and through our advisory relationships with clients. It also serves as our privacy notice to clients under Regulation S-P and other applicable privacy laws.
1. Information We Collect
Information you provide on the Website. When you submit a form, schedule a meeting, subscribe to communications, or otherwise contact us through the Website, we may collect information such as your name, email address, telephone number, and any other details you choose to provide. The specific information requested may vary depending on the form or feature you use.
Information collected automatically. When you visit the Website, We and our service providers may automatically collect certain technical information, such as your IP address, browser type, device type, pages visited, referring website, and the date and time of your visit. This information is collected through cookies, analytics tools, and similar technologies.
Information from clients and prospective clients. To provide investment advisory and financial planning services, We collect the nonpublic personal information reasonably necessary to understand your financial situation and objectives. Depending on the services provided, this may include:
- Name, address, telephone number, email address, date of birth, and Social Security or taxpayer identification number
- Income, assets, investment experience, and financial goals
- Account statements, tax returns, and records of transactions
- Information about employment, compensation, and equity holdings
- Information we receive from custodians and other financial institutions in connection with your accounts
2. How We Use Information
We use the information we collect to:
- Respond to inquiries and schedule consultations
- Provide, manage, and improve Our advisory and planning services
- Open and maintain client accounts and process transactions
- Communicate with you about Our services, events, and educational content
- Operate, analyze, and improve the Website
- Comply with legal, regulatory, and recordkeeping obligations
- Protect against fraud, unauthorized activity, and security risks
3. Cookies, Analytics, and Third-Party Tools
The Website uses cookies and similar technologies, including analytics, scheduling, and marketing tools provided by third parties (for example, Google Analytics, Calendly, and GoHighLevel). These tools help us understand how visitors use the Website, manage appointment requests, and communicate with prospective and current clients. We may add, remove, or change third-party tools over time, and those providers may collect information as described in their own privacy policies.
You can set your browser to refuse or delete cookies, though some features of the Website may not function properly as a result. You may also opt out of Google Analytics by using the Google Analytics Opt-out Browser Add-on.
Do Not Track. Some browsers offer a “Do Not Track” setting. Because no uniform standard for responding to these signals has been adopted, the Website may not respond to Do Not Track signals at this time.
4. How We Share Information
We do not sell your personal information, and We do not share client nonpublic personal information with non-affiliated third parties for their own marketing purposes.
We may share information as permitted by law in the following circumstances:
- Service providers. With companies that help Us operate Our business and serve clients, such as custodians and broker-dealers, customer relationship management (CRM) and technology providers, scheduling and communication platforms, and Our auditors. These parties are required to protect the information and use it only to perform services on Our behalf.
- Professionals you authorize. With your accountant, attorney, or other professionals when you direct or authorize Us to do so.
- Affiliates. With Our affiliated firm, WealthQuant Financial & Insurance Solutions LLC, through which insurance products may be offered, as described in Section 5.
- Legal and regulatory requirements. With regulators, law enforcement, or other parties when required by law, subpoena, or regulatory examination, or to protect Our rights or the rights of others.
- Business transfers. In connection with a merger, acquisition, or transfer of all or part of our business, subject to applicable law.
5. Affiliate Sharing
WealthQuant Advisors LLC is affiliated with WealthQuant Financial & Insurance Solutions LLC, which may offer insurance products. We may share information about you with this affiliate for everyday business purposes, such as servicing your accounts and coordinating services you request.
If information is shared with the affiliate so it can market insurance products to you, you have the right to limit that sharing. To opt out, contact Us at info@wealthquantadvisors.com or 650-668-5082. Your choice will remain in effect until you tell Us otherwise.
6. How We Protect Information
We maintain administrative, technical, and physical safeguards designed to protect the confidentiality and security of client, consumer, and user personal information. Access to client nonpublic personal information is limited to employees and service providers who need it to perform their duties. In the event of unauthorized access to sensitive client information, we will respond and provide notice as required by applicable law.
No method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security. Please do not send sensitive information, such as account numbers or Social Security numbers, through Website forms or unencrypted email.
7. Record Retention
We retain client records for a minimum of five years, and longer where required by applicable federal or state recordkeeping regulations. Website information is retained for as long as reasonably necessary for the purposes described in this Policy. When records are no longer required, we dispose of them in a secure manner.
8. Former Clients
If you end your advisory relationship with Us, We will continue to handle your information in accordance with this Privacy Policy.
9. California Residents
If you are a California resident, you may have additional rights under California law, including the California Online Privacy Protection Act and the California Financial Information Privacy Act. We do not share nonpublic personal information with non-affiliated third parties except as permitted by law, and We do not disclose personal information to third parties for their direct marketing purposes. To make a privacy-related request, please contact Us using the information below.
10. Children's Privacy
The Website is not directed to individuals under the age of 18, and We do not knowingly collect personal information from children.
11. Links to Other Websites
The Website may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we make changes, we will post the revised Policy on the Website and update the “Last Updated” date above. Where required by law, We will provide clients with notice of material changes.
13. Contact Us
If you have questions about this Privacy Policy or wish to exercise a privacy choice, please contact us:
WealthQuant Advisors LLC
One Sansome, Suite 3500
San Francisco, CA 94105
Email: info@wealthquantadvisors.com
Telephone: 650-668-5082
Website: www.WealthQuantAdvisors.com