This policy explains what information Sporos Wealth Management ("Sporos," "we," "us") collects through this website, sporoswealth.com (the "Site"), how we use it, and the choices you have. It applies to the Site only.
If you are a client, information related to your brokerage or advisory accounts is handled under the privacy policy of LPL Financial, available at lpl.com/disclosures/privacy-security. That notice is separate from this one.
Information you provide to us
You can browse the Site without providing any personal information. We collect personal information only when you choose to share it, for example when you:
- Complete a quiz, assessment, calculator follow-up, or checklist and provide your name, email address, or phone number, along with the answers you enter (which may include general financial information you choose to share, such as an investable-asset range);
- Request a downloadable resource;
- Schedule a call through our scheduling provider; or
- Text or call the phone numbers listed on the Site.
Information collected automatically
When you visit the Site, we and our service providers collect certain information automatically through cookies and similar technologies, including your IP address, device and browser type, the pages you view, and how you arrived at the Site. Specifically, the Site uses:
- Google Analytics 4 (Google LLC) — to understand how visitors use the Site, such as which pages are visited and how visitors move through them. Learn more at policies.google.com/technologies/partner-sites.
- Meta Pixel (Meta Platforms, Inc.) — to measure the performance of our advertising on Facebook and Instagram and to show our ads to people who may be interested in our services. The pixel shares information about your visit (such as the pages you view and actions you take, like submitting a form) with Meta. Meta's use of this information is described in its privacy policy at facebook.com/privacy/policy.
- OnceHub — our appointment-scheduling provider, which processes the information you enter when booking a call.
How we use information
- To respond to your inquiries and schedule conversations you request;
- To deliver the results, resources, or tools you asked for;
- To follow up with you about our services, by email, phone, or text, when you have shared your contact information;
- To understand how the Site is used and improve it; and
- To measure and improve our advertising.
How we share information
We do not sell your personal information. We share information only with:
- Service providers that help us operate the Site and our business (such as the analytics, advertising, scheduling, and communications providers described above), which are permitted to use the information only to provide services to us or as described in their own privacy policies;
- Regulators, or others when required by law; and
- LPL Financial, as needed to supervise our communications in accordance with securities regulations. Text messages to our published texting number are archived for regulatory compliance.
Your choices
- Cookies: you can block or delete cookies using your browser settings. The Site remains usable with cookies disabled.
- Google Analytics: you can opt out using Google's browser add-on at tools.google.com/dlpage/gaoptout.
- Meta advertising: you can manage the ads you see and how your off-Meta activity is used at facebook.com/adpreferences, and learn about interest-based advertising opt-outs generally at optout.aboutads.info.
- Email: every marketing email we send includes an unsubscribe link.
- Text messages: reply STOP at any time to stop receiving texts from us. Message and data rates may apply.
The Site does not currently respond to "Do Not Track" browser signals.
California residents
If you are a California resident, you may contact us using the information below to ask what personal information we have collected about you through the Site, or to request that we correct or delete it. We will honor verified requests to the extent required by applicable law, and we will not treat you differently for making one.
Data retention and security
We keep personal information only as long as needed for the purposes described above or as required by recordkeeping regulations that apply to investment professionals, and we use reasonable safeguards to protect it. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.
Children
The Site is intended for adults and is not directed to anyone under 18. We do not knowingly collect personal information from children.
Third-party sites
The Site links to third-party websites, including LPL Financial, FINRA, and social media platforms. Their privacy practices are governed by their own policies, not this one.
Changes to this policy
If we change this policy, we will post the updated version on this page with a new effective date.
Contact us
Sporos Wealth Management
17011 Beach Blvd, Suite 565
Huntington Beach, CA 92647
Call: (949) 729-9994 · Text: (949) 259-5240
