GLBA Privacy Notice:
Endowe Advisory LLC
Version Date: Feb 8, 2026
Financial companies choose how they share your personal information. Federal law requires us to tell you how we collect, share, and protect your personal information and gives you the right to limit some, but not all, sharing.
The types of personal information we collect and share depend on the investment advisory services you receive. This information may include:
● Social Security number and date of birth
● Financial account information and balances
● Employment, income, and investment information
When you are no longer our client, we continue to share your information as described in this notice.
All financial companies need to share clients’ personal information to run their everyday business. Below, we list the reasons financial companies can share personal information, whether Endowe Advisory LLC shares, and whether you can limit this sharing.
|
Reasons we can share your personal information |
Does Endowe Advisory share? |
Can you limit this sharing? |
|
For our everyday business purposes—such as providing advisory services, processing transactions, maintaining accounts, responding to court orders, or legal investigations |
Yes |
No |
|
For our marketing purposes—to offer our products and services to you |
Yes |
No |
|
For joint marketing with other financial companies |
No |
We don’t share |
|
For our affiliates’ everyday business purposes—information about your transactions and experiences |
No |
We don’t share |
|
For our affiliates’ everyday business purposes — information about your creditworthiness |
No |
We don’t share |
|
For affiliates to market to you |
No |
We don’t share |
|
For nonaffiliates to market to you |
No |
We don’t share |
Email: [email protected]
Website: www.endowe.com
Who is providing this notice?
Endowe Advisory LLC
We use administrative, technical, and physical safeguards designed to comply with federal law. These measures include secure systems, access controls, and policies designed to protect your information from unauthorized access and use.
We collect personal information, for example, when you:
● Enter into an investment advisory agreement
● Provide financial or employment information
● Open or maintain an investment account via our partners
● Communicate with us regarding advisory services
We may also collect information from other sources, such as custodians, broker-dealers, or service providers, as permitted by law.
Federal law allows you to limit only:
● Sharing for affiliates’ everyday business purposes—information about your creditworthiness
● Affiliates from using your information to market to you
● Sharing for nonaffiliates to market to you
State laws and individual companies may provide additional rights.
Your choices apply to everyone on your account unless you tell us otherwise.
Affiliates
Companies related by common ownership or control. They
can be financial or nonfinancial companies.
● Endowe Advisory LLC’s affiliate is Endowe Inc.
● Endowe Inc. does not receive or use client information for marketing investment advisory services.
Nonaffiliates
Companies not related by common ownership or control.
● Endowe Advisory LLC does not share personal information with nonaffiliates so they can market to you.
Joint marketing
A formal agreement between nonaffiliated financial
companies that together market financial products or services to you.
● Endowe Advisory LLC does not jointly market.
We may share information as permitted or required by law, including for regulatory, compliance, and recordkeeping purposes.