Privacy Policy for Stakwell LLC

Last Updated: July 19, 2025

Stakwell LLC, a Texas limited liability company ("Stakwell LLC," "we," "us," or "our"), is committed to protecting the privacy of our clients participating in the Wealth Health Course & Coaching, Mind Flip, and Keeping Tabs programs (collectively, the "Programs"). This Privacy Policy explains how we collect, use, disclose, and protect your personal information in connection with the Programs. By enrolling in or participating in our Programs, you ("Client," "you," or "your") agree to the practices described in this Privacy Policy. Please read it carefully.

1. Information We Collect

We collect the following types of personal information to provide and improve our Programs:

1.1 Information You Provide

• Enrollment Information: When you enroll in a Program, we collect your name, email address, phone number, billing address, and payment information (e.g., credit card details or bank account information).

• Program Participation: During coaching sessions or through our client portal, you may provide financial information (e.g., income, expenses, financial goals) or requests for education on specific assets (e.g., stocks, cryptocurrencies). This information is used solely for educational purposes and to tailor the Program experience.

• Communications: Information you provide when contacting us via email, phone, or our website (e.g., inquiries, feedback, or refund requests).

• Asset Education Requests: Details submitted through our client portal or designated form for requesting general educational content on specific assets.

1.2 Information Collected Automatically

• Website Usage Data: If you visit our website www.stakwell.com, we may collect information such as your IP address, browser type, device information, pages visited, and time spent on the site, using cookies or similar technologies.

• Analytics: We use third-party analytics tools (e.g., Google Analytics) to track website performance and user interactions. These tools may collect anonymized data about your online activity.

1.3 Information from Third Parties

• Payment Processors: We use third-party payment processors (e.g., Stripe, PayPal) to handle Program fees. These processors may provide us with limited information, such as transaction status or billing details, but we do not store full payment card information.

• Marketing Partners: If you were referred to our Programs through a marketing partner or affiliate, we may receive limited information about you (e.g., your name or email address).

2. How We Use Your Information

We use your personal information to:

• Provide the Programs: Process enrollments, schedule coaching sessions, deliver educational content, and respond to your requests (e.g., for asset education).

• Improve Our Services: Analyze Program feedback and website usage to enhance the client experience.

• Communicate with You: Send Program-related updates, confirmations, reminders, or responses to your inquiries.

• Process Payments: Facilitate payment for Program fees through third-party processors.

• Comply with Legal Obligations: Meet requirements under Texas law or other applicable regulations, such as tax reporting or responding to legal requests.

• Marketing (Optional): With your consent, send promotional materials about additional Stakwell LLC programs or services. You may opt out at any time (see Section 7).

3. How We Share Your Information

We do not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

• Service Providers: We share information with trusted third-party service providers (e.g., payment processors, website hosting providers, analytics tools) who assist in delivering the Programs. These providers are contractually obligated to protect your information and use it only for the services they provide to us.

• Legal Requirements: We may disclose your information if required by law, such as in response to a subpoena, court order, or regulatory request (e.g., from the Texas State Securities Board).

• Business Transfers: If Stakwell LLC is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction, subject to confidentiality protections.

• With Your Consent: We may share your information with other parties if you provide explicit consent (e.g., for a testimonial or referral program).

4. Data Security

We take reasonable measures to protect your personal information, including:

• Encryption: Using secure encryption for payment transactions and data transmitted through our website or client portal.

• Access Controls: Limiting access to your information to authorized Stakwell LLC personnel and service providers.

• Secure Storage: Storing your information on secure servers with industry-standard safeguards.

However, no system is completely secure. We cannot guarantee the absolute security of your information, and you provide information at your own risk.

5. Your Rights Under Texas Law

Under the Texas Data Privacy and Security Act (Tex. Bus. & Com. Code § 503.001), you have certain rights regarding your personal information, including:

• Access: Request a copy of the personal information we hold about you.

• Correction: Request corrections to inaccurate or incomplete information.

• Deletion: Request deletion of your personal information, subject to legal retention requirements (e.g., for tax purposes).

• Opt-Out: Opt out of targeted advertising or data sharing (if applicable).

To exercise these rights, contact us at [info@stakwell.com]. We will respond within 45 days, as required by Texas law, and may extend this period by an additional 45 days for complex requests.

6. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance functionality and analyze usage. You can manage cookie preferences through your browser settings. By using our website, you consent to the use of cookies as described in this Privacy Policy. For more details, contact us at [info@stakwell.com].

7. Marketing Communications

If you opt in to receive marketing communications (e.g., newsletters, promotional offers), we may send you emails about additional Stakwell LLC programs or services. You may opt out at any time by:

• Clicking the “unsubscribe” link in any marketing email.

• Contacting us at [info@stakwell.com].

8. Retention of Information

We retain your personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy, including:

• For the duration of your participation in the Programs.

• As required by Texas law (e.g., tax records for 7 years).

• To resolve disputes or comply with legal obligations.

After this period, we will securely delete or anonymize your information, unless otherwise required by law.

9. Third-Party Links

Our website or Programs may contain links to third-party websites (e.g., payment processors, educational resources). We are not responsible for the privacy practices of these websites. We encourage you to review their privacy policies before providing personal information.

10. Children’s Privacy

The Programs are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we learn that we have collected such information, we will delete it promptly.

11. International Users

Stakwell LLC operates primarily in the United States and is subject to U.S. and Texas laws. If you access our Programs from outside the U.S., you acknowledge that your information will be processed in the U.S., where privacy laws may differ from those in your jurisdiction.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time by posting the revised version on our website www.stakwell.com. We will notify you of material changes via email or through our client portal. Continued participation in the Programs constitutes acceptance of the updated Privacy Policy.

13. Contact Information

For questions, concerns, or to exercise your privacy rights, contact us at:

• Email: info@stakwell.com

• Address: Stakwell LLC, 17350 State Hwy 249, Ste 220, Houston, TX 77064

• Website: www.stakwell.com

By enrolling in or participating in Stakwell LLC’s Programs, you acknowledge that you have read, understood, and agree to this Privacy Policy.