Effective Date: 03/05/2026
What does Trillium Wealth, LLC ("Trillium") 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.
The types of personal information we collect, and share depend on the product or service you have with us. This information can include:
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 | Yes | No |
| For joint marketing with other financial companies | No | Not Applicable |
| For our affiliates' everyday business purposes - information about your transactions and experiences | Yes | No |
| For our affiliates to market to you | No | Not Applicable |
| For non-affiliates to market to you | No | Not Applicable |
Mail the form below.
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.
Call (321) 295-8492
Who is providing this notice?
Trillium Wealth, LLC ("Trillium")
How does Trillium protect my 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, secured files, and buildings.
How does Trillium collect my personal information?
We collect your personal information, for example, when you:
Why can't I limit all sharing?
Federal law gives you the right to limit only:
State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for an account I hold jointly?
Your choices will apply to everyone on your account — unless you tell us otherwise.
Right to Access Information/Correct Inaccurate Information
You have the right to request access to information collected about you and information regarding the purposes for which we collect it and the third parties and service providers with which we share it. Additionally, you have the right to correct inaccurate or incomplete information. You may submit such a request as described below.
Right to Deletion of Information
You have the right to request in certain circumstances that we delete any information that we have collected directly from you. You may submit such a request as described below. We may have a reason under the law why we do not have to comply with your request or why we may comply in a more limited way than you anticipated. If we do, we will explain that to you in our response.
Right to Opt Out of Sale of Information to Third Parties
You have the right to opt out of any sale of your information by us to third parties by submitting a request. We do not, however, sell information to third parties for their own direct marketing purposes.
Right to Opt Out of Targeted Advertising
You have the right to opt out of targeted advertising based on your information obtained from your activities over time and across websites or applications. We do not, however, utilize targeted advertising.
Right to Opt Out of Profiling
You have the right to opt out of having your information processed for the purpose of profiling in the furtherance of decisions that produce legal or similarly significant effects concerning you. We do not, however, utilize profiling for these reasons.
Right to Appeal
If we decline to take action in any request that you submit in connection with the rights described in the above sections, you may ask that we reconsider our response by sending an email to the same email box from which you receive the decision. You must ask us to reconsider our decision within 45 days after we send you our decision.
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Non-affiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Mark any you want to limit:
If you have a joint account, your choice(s) will apply to everyone on your account unless you mark "Apply only to me."
Mail to:
Trillium Wealth, LLC
230 S New York Ave., Ste. 200
Winter Park, FL 32789