MANAGED WEALTH ADVISORS is committed to protecting the privacy of individuals and the information that we obtain.

This Privacy Policy covers the information practices of MANAGED WEALTH ADVISORS and sets forth our privacy provisions for the receipt, processing, delivery and disposal of information. This Policy applies to data that we collect from clients, as well as information developed internally.

All data shall be collected, stored, used and discarded in compliance with applicable law. Summary of MANAGED WEALTH ADVISORS Privacy Policy

1. MANAGED WEALTH ADVISORS collects Personal Identifiable Information and other information in connection with our services.

2. Prior to receiving any services from MANAGED WEALTH ADVISORS, clients are provided form ADV Part 2A (brochure) and execute an agreement for services and forms to fill out the Client Profile, Account Profile and Risk tolerance. The types of personal information we may collect and share can include:

A. Social Security number, net worth and income

B. Account balances and transaction history

c. Assets and investment experience

3. MANAGED WEALTH ADVISORS provides a phone number and email for individuals who, as authorized by law, seek to obtain Personal Identifiable Information maintained by MANAGED WEALTH ADVISORS and information are provided in a timely basis pursuant to applicable law.

4. MANAGED WEALTH ADVISORS does not sell or transfer any Personal Identifiable Information to third parties.

5. MANAGED WEALTH ADVISORS maintains physical, electronic and procedural safeguards to protect Personal Identifiable Information.

Applicable Laws and Regulations

MANAGED WEALTH ADVISORS complies with all regulations regarding the collection, use, transmission and destruction of information we receive. The major regulations include:

The Gramm-Leach-Bliley Act ("GLBA"): The GLBA requires financial institutions and businesses that receive personal information while conducting their business to establish safeguards for the handling and disclosure of that information.

Personal Identifiable Information is collected by MANAGED WEALTH ADVISORS directly from clients via mail or phone.

MANAGED WEALTH ADVISORS uses and discloses PERSONAL IDENTIFIBLE INFORMATION

only as permitted by law and as necessary to conduct business. The information contained in these reports are obtained from clients.

MANAGED WEALTH ADVISORS may use PERSONAL IDENTIFIBLE INFORMATION to verify

an individual's identity for business-related purposes. We may also disclose PERSONAL IDENTIFIBLE INFORMATION to protect against fraud and comply with legal requirements. For these purposes, we may share PERSONAL IDENTIFIBLE INFORMATION with:

1. Our clients;

2. State and federal governmental authorities; and

3. Other persons and entities as ordered by subpoena, warrant or other court order or as required by law.

MANAGED WEALTH ADVISORS does not maintain Personal Identifiable Information except to the extent required by law. MANAGED WEALTH ADVISORS uses a shredder for the disposal of data containing Personal Identifiable Information.

MANAGED WEALTH ADVISORS maintains appropriate physical, electronic and managerial procedures to safeguard and secure the information we collect.

Individual Rights

An individual may contact MANAGED WEALTH ADVISORS if they believe information in their file is incomplete, inaccurate or misleading. Upon such request, MANAGED WEALTH ADVISORS will investigate the nature and scope of the dispute and will make appropriate changes to any incomplete, inaccurate or misleading information or will provide an explanation of our refusal to do so. If we do not make a requested change, the individual is entitled, under certain circumstances, to submit a written statement for insertion in their file and we will disclose that statement to future requestors as required by law.

MANAGED WEALTH ADVISORS will offer individuals the opportunity to choose (opt-out) whether their personal information is (a) to be disclosed to a non-agent third party, or (b) to be used for a purpose other than the purpose for which it was originally collected or subsequently authorized by the individual.

For Sensitive Personal Information, (personal information that reveals race, ethnic origin, political opinions, religious or philosophical beliefs, or trade union membership, or that concerns health or sex life) MANAGED WEALTH ADVISORS will give individuals the opportunity to affirmatively and explicitly (opt-in) consent to the disclosure of the information to a non-agent third party or the use of the information for a purpose other than the purpose for which it was originally collected or subsequently authorized by the individual.

MANAGED WEALTH ADVISORS commits to resolve complaints about your privacy and our collection or use of your personal information. We will provide individuals with reasonable mechanisms to exercise their choices.

Individuals with complaints should first contact MANAGED WEALTH ADVISORS at:

Managed Wealth Advisors 1057 Hillcerst Drive Neshanic Station NJ 08853 (908) 369-0380

jlentz@mwadvisors.net

Any employee that MANAGED WEALTH ADVISORS determines is in violation of this policy will be subject to disciplinary action up to and including termination of employment.

Revisions to this Policy

MANAGED WEALTH ADVISORS reserves the right to revise, modify or revoke this Privacy Policy at any time at our sole discretion.

Contact Regarding This Policy:

To receive a copy of this Privacy Policy or for any questions or comments regarding this Privacy Policy or any other matter pertaining to our privacy practices contact:

James Lentz, President Managed Wealth Advisors 1057 Hillcrest Drive Neshanic Station, NJ 08853 Phone: 908-369-0380

Email: jlentz@mwadvisors.net