Privacy Policy

Our Commitment to Your Privacy

Protecting the privacy of our clients is of utmost importance to Atlas Wealth Holdings ("Atlas Wealth Holdings" or "Advisor"). This policy underscores our commitment to ensuring the confidentiality and security of private client financial information. Atlas Wealth Holdings does not sell or make private client financial information available to third parties, except under the following circumstances:

Third-Party Assistance: Third parties may be engaged by Advisor to assist in managing or maintaining client accounts, such as a client's custodian.

Client Representatives: Client information may be released to the client's accountancy, legal, and other third-party representatives at the client's direction.

Legal Compliance: Client information may be released in accordance with applicable laws and regulations. We pledge not to share nonpublic personal information about our clients with nonaffiliated third parties without prior client consent, except for specific purposes as described below. This notice outlines our collection, use, and safeguarding of client information.

How Atlas Wealth Holdings Gathers Information

In the course of providing investment management services to clients, we may obtain information from the following sources:

Client Agreements: Information provided by clients through various means, including in writing, in person, by telephone, electronically, or other channels. This may include a client's name, address, phone number, email address, social security number, employment information, income, investment experience, and credit references.

Tax Returns: Personal tax returns provided by the client.

Client Transactions: Information related to transactions on a client's behalf, including account balances, positions, investment interests, and history.

Public Sources: Information obtained from publicly available sources.

Sharing Information with Nonaffiliated Third Parties

Non-public client information is disclosed to nonaffiliated third parties without prior client consent only when deemed necessary for the conduct of our business or as required or permitted by law. This includes situations such as:

• Client-authorized disclosure.
• Providing client account services or account maintenance.
• Responding to legal processes or regulatory authorities.
• Performing services for the firm or on its behalf.
• In connection with a proposed or actual sale, merger, or transfer of the business or an operating unit.
• To prevent fraud.
• With rating agencies, compliance assessors, or the firm's attorneys, accountants, and auditors.
• To comply with legal requirements.
• We do not disclose client nonpublic personal information to other companies for marketing purposes.

Opt-Out Provision

If, in the future, there is a need to disclose any client personal information inconsistent with this policy, Atlas Wealth Holdings will provide advance notice, allowing clients the opportunity to opt-in or opt-out, as required by applicable law. Clients who wish to opt out of third-party disclosures should contact the firm. Opting out may result in the termination of the management agreement, and arrangements may be made to transfer the client's account.

Former Clients

This Privacy Policy continues to apply to all former clients.

To Whom This Policy Applies

This Privacy Policy is applicable to individuals who obtain or have obtained services from Atlas Wealth Holdings primarily for personal, family, or household purposes.

Our Security Practices and Information Accuracy

We employ measures to safeguard client information, restricting access to personal and account information for business purposes only. Physical, electronic, and procedural safeguards are in place to protect personal information. Additionally, internal controls are maintained to ensure the accuracy and completeness of client information. Clients are encouraged to notify us if they believe any information about them is inaccurate.

Other Information

Atlas Wealth Holdings reserves the right to change this Privacy Policy. The examples provided in this policy are illustrative and not exhaustive. For any questions about our Privacy Policy, please contact us at info@atlaswealthholdings.com.