Effective Date: October 13, 2025
Website: www.opuswealth.net
Company: Opus Wealth Management, LLC (“Opus Wealth,” “we,” “our,” or “us”)
1. Introduction
Opus Wealth Management, LLC (“Opus Wealth”) respects your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, and share information when you visit our website, communicate with us, or engage our financial advisory services.
By using our website, submitting information through contact forms, or engaging with our online advertising (including Facebook and LinkedIn ads), you consent to this Privacy Policy.
2. Information We Collect
We collect information in several ways to serve clients effectively and comply with regulatory requirements:
a. Information You Provide Directly
Name, email, and phone number submitted through contact forms or newsletters
Financial details shared during consultations or onboarding
Information provided when scheduling a meeting or requesting educational materials
b. Information Collected Automatically
IP address, browser type, operating system, and device identifiers
Pages visited, time spent, and actions taken on the website
Cookies, tracking pixels, and analytics tools (e.g., Google Analytics, Facebook Pixel, LinkedIn Insight Tag)
c. Information From Other Sources
Third-party platforms (like Facebook or LinkedIn) when you interact with our ads or content
Our custodial and compliance partners (e.g., Belpointe Asset Management, Fidelity Investments) where necessary for service delivery
3. How We Use Your Information
We use personal and technical information to:
Respond to your inquiries and schedule consultations
Provide personalized financial planning and investment management services
Send educational content such as newsletters or eBooks
Improve website functionality and enhance user experience
Run and measure marketing campaigns on platforms like Facebook, LinkedIn, and Google
Comply with applicable laws and SEC regulations
We never sell your personal information.
4. Sharing of Information
We may share information only as necessary and in accordance with this policy:
Service Providers: Trusted partners assisting with website hosting, email communications, analytics, or advertising.
Affiliated Entities: Belpointe Asset Management, LLC and other compliance partners as required for regulatory purposes.
Custodians: Fidelity Investments and similar institutions for account custody and protection.
Legal or Regulatory Authorities: When required to comply with applicable laws, court orders, or regulatory requests.
All third parties are contractually required to safeguard your data and use it solely for authorized purposes.
5. Cookies and Tracking
We use cookies and similar technologies to improve functionality and measure marketing effectiveness.
Cookies help us:
Recognize repeat visitors
Understand user preferences and site performance
Deliver relevant advertisements
You may disable cookies in your browser settings. Declining cookies may limit certain features of our website.
6. Facebook and Other Third-Party Advertising
Our website uses Facebook, Google, and LinkedIn tracking technologies to measure advertising performance and reach audiences interested in our services.
By interacting with our ads or visiting our site, you consent to the use of cookies and pixels by these platforms. You can manage your ad preferences here:
Google Ads Settings
7. Data Retention
We retain client and prospect information for as long as necessary to:
Fulfill the purposes described above
Meet regulatory and legal retention obligations
Maintain records required by the SEC or our custodial partners
8. Security
We take reasonable administrative, technical, and physical measures to safeguard your personal information.
While we use secure systems and vendors, no online transmission or storage system is 100% secure.
9. Your Rights
You may request to:
Access, correct, or delete your personal information
Opt out of marketing emails
Limit data sharing with advertising platforms
To exercise these rights, email [email protected].
10. Children’s Privacy
Our services and content are intended for adults. We do not knowingly collect or store data from individuals under 18 years of age.
11. Third-Party Links
Our website may contain links to third-party websites (e.g., Belpointe Asset Management, Fidelity, or educational articles).
Opus Wealth is not responsible for the privacy practices or content of these external sites.
We encourage you to review their respective privacy policies before sharing any information.
12. Regulatory Disclosure
Opus Wealth Management and Loïc LeMener offer investment advisory services through Belpointe Asset Management, LLC, a registered investment adviser with the SEC.
Registration does not imply a certain level of skill or endorsement by the SEC.
Important regulatory disclosures for Belpointe are available at:
https://www.belpointeasset.com/disclosures
Additional information about Belpointe or its advisors can be found at the SEC’s public website:
https://www.adviserinfo.sec.gov
13. Updates to This Policy
We may update this Privacy Policy periodically. The updated version will be posted on this page with a revised effective date. Continued use of our website after updates constitutes acceptance of the revised policy.
14. Contact Information
Opus Wealth Management, LLC
5301 Alpha Rd, Suite 80
Dallas, TX 75240
(Not a mailing address)
Email: [email protected]
Phone: [Insert main office number]
© 2025 Opus Wealth Management, LLC. All rights reserved.
This website is for informational and educational purposes only and should not be construed as personalized investment advice.
Facebook Data Use Addendum
By submitting a form or interacting with our ads on Facebook, Instagram, or other Meta platforms, you consent to Opus Wealth Management, LLC (“Opus Wealth”) collecting and using your information to contact you about financial planning, investment management, and related educational resources. Your data may be used to schedule consultations, send follow-up emails, or share relevant insights. We do not sell or rent your information. You may unsubscribe or request data removal at any time by emailing [email protected]. For full details, view our complete Privacy Policy above.