Privacy Policy
Last updated August 2026.
FACTS: WHAT DOES CAMPBELL WEALTH PARTNERS, 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. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share depend on the product or service you have with us. This can include your Social Security number and date of birth; income and assets; account balances and transaction history; and investment experience.
How? All financial companies need to share customers' personal information to run their everyday business. In the table below, we list the reasons financial companies can share their customers' personal information, whether Campbell Wealth Partners, LLC shares for that reason, and whether you can limit this sharing.
| Reasons we can share your personal information | Does CWP share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes — to offer our products and services to you | No | We don't share |
| For joint marketing with other financial companies | No | We don't share |
| For our affiliates' everyday business purposes — information about your transactions and experiences | No | We don't share |
| For our affiliates' everyday business purposes — information about your creditworthiness | No | We don't share |
| For our affiliates to market to you | No | We don't share |
| For nonaffiliates to market to you | No | We don't share |
To limit our sharing: We don't share your personal information in any of the ways above that federal law allows you to limit — so there's currently nothing for you to opt out of. If that ever changes, we'll notify you directly and give you a way to limit it at that time.
Questions? Call us at 281.845.9110 or reach out through our Contact Us page.
What we do
How does Campbell Wealth Partners, LLC protect my personal information?
To protect your personal information from unauthorized access and use, we maintain physical, electronic, and procedural safeguards that comply with federal law. Your information is encrypted both at rest and in transit, access is restricted to those who need it to service your account, and the service providers we work with (such as your account custodian and financial planning software) are independently and regularly audited by outside security firms.
How does Campbell Wealth Partners, LLC collect my personal information?
We collect your personal information, for example, when you open an account, provide account information, direct us to buy or sell securities, or provide employment information. We also receive information from other companies involved in servicing your account, such as your custodian and financial planning software providers.
Why can't I limit all sharing?
Federal law gives you the right to limit only sharing for affiliates' everyday business purposes — information about your creditworthiness; affiliates using your information to market to you; and sharing with nonaffiliates so they can market to you. State laws and individual companies may give you additional rights to limit sharing. Federal law does not give you the right to limit sharing that's part of our everyday business — for example, sharing with your account custodian or planning software provider so we can actually manage your account. Without that sharing, we wouldn't be able to provide you with investment advisory services.
Definitions
Affiliates — Companies related by common ownership or control. They can be financial and nonfinancial companies. Campbell Wealth Partners, LLC has no affiliates.
Nonaffiliates — Companies not related by common ownership or control. They can be financial and nonfinancial companies. Campbell Wealth Partners, LLC does not share with nonaffiliates so they can market to you.
Joint marketing — A formal agreement between nonaffiliated financial companies that together market financial products or services to you. Campbell Wealth Partners, LLC doesn't jointly market.