Privacy Policy

Facts

What does Intentional LLC do with your personal information?

Why?

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.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

• Social Security number and date of birth
• Account balances and transaction history
• Investment experience and objectives
• Income and net worth

How?

All investment advisers need to share clients' personal information to run their everyday business. In the section below, we list the reasons we may share your personal information, the reasons Intentional LLC chooses to share, and whether you can limit this sharing.

Who we are

Who is providing this notice?

Intentional LLC, a registered investment adviser with the U.S. Securities and Exchange Commission.

What we do

How we protect and collect your information

How does Intentional LLC protect my personal information?

We maintain physical, electronic, and procedural safeguards designed to protect your personal information. These measures include secure systems, restricted access to data, and ongoing monitoring of service providers.

How does Intentional LLC collect my personal information?

We collect your personal information, for example, when you:

• Open an account
• Provide investment or financial information
• Enter into an advisory agreement

Why can't I limit all sharing?

Federal law gives you the right to limit only certain types of sharing. Limitations do not apply to sharing necessary for everyday business purposes, compliance with legal obligations, or servicing your account.

Additional Information

Service providers and third parties

We may share your personal information with Raymond James, our qualified custodian, as well as with other service providers (such as technology vendors, accountants, or compliance consultants) solely as necessary to provide advisory services and operate our business. These parties are required to maintain the confidentiality of your information and use it only for authorized purposes.

Electronic Communication

Text messaging and electronic communication

We may communicate with clients and prospective clients through electronic means, including email, secure portals, and text messaging (SMS), when appropriate and permitted by applicable law.

Text messaging is used primarily for administrative, scheduling, and logistical communications. We do not recommend transmitting sensitive personal information, confidential financial data, or account-specific instructions via text message.

While we take reasonable measures to protect the security and confidentiality of electronic communications, text messages may not be secure and may be subject to interception, loss, or unauthorized access. By consenting to receiving text messages from us, you understand that text messaging may not be a secure form of communication.

Clients may opt out of text messaging at any time by notifying us in writing or by replying "STOP" to a text message, where applicable. Opting out of text messaging will not affect your ability to receive services or communicate with us through other means.

We retain electronic communications, including text messages, in accordance with our regulatory recordkeeping obligations.

Mobile opt-in, SMS consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.

SMS Terms and Conditions

• 1 SMS Consent Communication. Information (phone numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
• 2 Types of SMS Communications. If consent has been given to receive text messages from Intentional LLC DBA Prime Wealth Management, messages may be received related to appointment reminders and follow-up messages.
• 3 Message Frequency. Message frequency may vary depending on the type of communication. For example, up to 10 SMS messages per week may be received related to appointments, billing, and similar matters.
• 4 Potential Fees for SMS Messaging. Standard message and data rates may apply, depending on the carrier's pricing plan. These fees may vary if the message is sent domestically or internationally.
• 5 Opt-In Method. You may opt in to receive SMS messages from Intentional LLC by completing a form on our website or through our onboarding process.
• 6 Opt-Out Method. You may opt out of receiving SMS messages at any time by replying "STOP" to any SMS message received. Alternatively, contact us directly to request removal from the messaging list.
• 7 Help. For any issues, reply with the keyword HELP or contact us directly at (866) 752-6410.
• 8 Standard Messaging Disclosures. Message and data rates may apply. Opt out at any time by texting "STOP." For assistance, text "HELP" or visit our Privacy Policy and Terms of Use pages. Message frequency may vary.

Definitions

Key terms