Privacy Policy

Anthea Wealth Management, LLC (“Anthea Wealth Management” or “we” or “us” or “our”) respects the privacy of our customers and those that use our website (“user” or “you”).  Our Privacy Policy is designed to assist you in understanding how we collect, use, and safeguard the personal information you provide to us. This document will help you in making informed decisions when using our site, products, and services.  The Anthea Wealth Management website is an information site.  By using the Anthea Wealth Management website, you consent to the data practices described in this policy.  IF YOU DO NOT AGREE WITH THIS POLICY, DO NOT USE OUR WEBSITE.

In compliance with the Children’s Online Privacy Protection Act of 1998, no one under 13 years of age can use the website. If you are a minor between the ages of 13 and 18, you may use the site only in conjunction with your parent, legal guardian, or other responsible adult.

As described below, some of your personally identifiable information will be used by us for the purpose of contacting you regarding the information that you have requested. By using the website, you expressly consent to our use of your personal information.

Anthea Wealth Management reserves the right, in its sole discretion, to change this Policy.   The most current version of the Privacy Policy will supersede all previous versions.  In the event of material changes to our Privacy Policy, we will post the revised version on this page with a new "Last Updated" date. Changes to our Privacy Policy will become effective when posted unless indicated otherwise. Anthea Wealth Management encourages you to periodically review the Privacy Policy to stay informed of our updates.

What information do we collect?

The types of information we collect depend on how you interact with us. Generally speaking, we collect information in three main ways: A) when you provide it to us, B) automatically when you use the Anthea Wealth Management website and services, and C) from service providers and third parties.

We collect personally identifiable information you voluntarily choose to disclose and certain information that is automatically collected when you visit the web site.  Personally identifiable information refers to information that tells us specifically who you are and is collected when you choose to provide information to us or request information from us.

A.      Information You Provide

You can provide us with different kinds of information depending on how you interact with Anthea Wealth Management. Sometimes we will ask you to provide specific pieces of information, such as when we require it to provide parts of Anthea Wealth Management’s services to you (for example, by prompting you to complete an online registration process) or when you provide information for email alerts, social media, or request customer service. If we ask you to provide us with information in these cases and you choose not to, you may not be able to access or use certain of Anthea Wealth Management’s features or services and/or some features may not operate as intended. This information can include your name, address, phone number, current email address, credit card number and expiration date, and other information you choose to provide in connection with our services. If you choose to correspond with us through email, we may retain your email address and messages together with our responses.

B.      Information We Collect Automatically

Like many websites, we use “cookies.” Cookies are small programs that we transfer to your hard drive that allow us to recognize you and to pass information about your website visit to different portions of this web site. If you do not want us to use cookies, you can easily disable them by going to the toolbar of your web browser, and clicking on the “help” button. Follow the instructions that will prevent the browser from accepting cookies, or set the browser to inform you when you receive a new cookie. In addition, you may visit this and other websites anonymously through the use of utilities provided by other private companies.

Please note that if certain features on the Anthea Wealth Management website are provided by third parties, those third parties may also use automated means of data collection and may record information about your use of the Anthea Wealth Management website or services or others’ websites over time. These features are subject to those third parties’ privacy notices and policies.

C.       Information We Collect from Other Sources

In some cases, we may also receive information about you from service providers and third parties in connection with your interest in or use of the Anthea Wealth Management website or services.

How do we use the personal information that you provide to us?

Broadly speaking, your personal information is used to contact you regarding the services we offer. We may store your information for the purpose of communicating with you about the services we offer as well as updates about those services and/or new products and/or services if and when they become available. We also use personal information for purposes of administering our business activities and providing customer service to our customers and prospective customers. Occasionally, we may also use the information we collect to notify you about important changes to the web site, new products or services, and special offers we think you will find valuable.

Sharing information with third parties

We may share some of the information we collect to help operate and improve Anthea Wealth Management’s website or services. Depending on how you interact with us, common examples might include sharing:

  • With other users to share information about a player or program;

  • With service providers that operate on our behalf to help support Anthea Wealth Management in accordance with our instructions (for example, cloud storage providers, payment processors, or marketing and advertising partners);

  • When we believe we must in order to comply with the law or to protect you, Anthea Wealth Management, or others (for example, in response to court order or subpoena, as part of an investigation of fraud or other illegal activity, or violation of our terms or policies, or if necessary to protect others from death or serious harm to body or property);

  • In connection with certain types of corporate transactions (like in the event of a restructuring or the sale of all or a significant part of our business);

  • With your permission; and

  • We may also share information that does not identify you with third parties, including aggregate or de-identified information.

What Choices and Controls Do You Have Regarding the Information We Collect?

We seek to provide you with meaningful choices about the personal information we collect. The specific choices available to you often vary depending on the exact nature of our relationship with you, such as the Anthea Wealth Management services you use. Common examples include:

  • You can request that we provide access to, or that we correct or delete, personal information we’ve collected from you. Please submit requests to access, update, or delete personal information associated with your Anthea Wealth Management account by reaching out to us as described in “Contact Us” below. Note that we may ask you for additional information to help us verify who you are before completing your request.

  • You can change your email marketing preferences at any time, such as by using the opt-out mechanism provided in our marketing emails, updating your Anthea Wealth Management account settings, or contacting us with your request (see “Contact Us” below).

  • You can change your privacy settings on other parties’ websites (such as social networks) or platforms (like console providers) to limit the information they may share with us.

  • You can change your browser or mobile device settings to block, manage, delete, or limit tracking technologies like cookies. In some cases, blocking or disabling cookies may cause the Anthea Wealth Management website not to work as intended and some features may not be available.

California Residents

The California Consumer Privacy Act or “CCPA” provides consumers residing in California certain rights with respect to their personal information. If you are a California resident, you may have the right to: (1) request to know more about the categories and specific pieces of personal information we collect, use, and disclose; (2) request deletion of your personal information; (3) opt out of sale of your personal information (if any); and (4) not be discriminated against for exercising these rights.

You or your authorized agent may make these requests by contacting us as described in “Contact Us” below. Note that we may ask you for additional information to help us verify who you are before completing your request. If we receive your request from an authorized agent, we may ask for evidence that you gave that person authority to submit requests to exercise rights on your behalf. We will not discriminate against you if you exercise your rights under the CCPA.

In the past 12 months, we have collected the following categories of personal information, as described in the CCPA:

  • Identifiers (such as email addresses);

  • Demographic information (like ages);

  • Commercial information (including subscription or purchase history);

  • Internet or electronic network activity (for example website usage details);

  • Audio, electronic, visual, or similar information (like video or photographs submitted);

  • Geolocation information (such as may be derived from your IP address or included in your billing information);

  • Other “personal information” as defined under California law (like your credit or debit card information); and

  • Inferences drawn from any of these categories.

For details about the precise data points we collect and the categories of sources where we got that information, please see “What Information Do We Collect?” above. We collect personal information for the business and commercial purposes described in “How Do We Use Information?” above.

Once again, Anthea Wealth Management does not sell the personal information we collect. We do, however, disclose personal information as described in this policy (see “How Do We Share Information?” above). In the past 12 months, we have disclosed personal information to the following categories of recipients:

  • Business partners

  • Other users (for example, if you use chat or social features);

  • Service providers (as described in “How Do We Share Information?” above);

  • Operating systems and platforms; and

  • Government entities or other third parties in response to a legal request.

Residents Of The European Economic Area, The United Kingdom, And Switzerland

If you’re located in the European Economic Area (EEA), the United Kingdom (UK), or Switzerland, you have certain rights regarding how your personal data is processed.

A.      Rights with Respect to Data

You have the right to access, correct, or delete personal data we have collected about you through the Anthea Wealth Management website or services. You may also have the right to a portable copy of the personal data you have provided, and to object to or restrict processing of your personal data, such as for direct marketing. Where you have provided your consent to our data processing, you have the right to withdraw consent.

You also have the right to make a complaint against us by contacting your local supervisory authority for data protection (if one exists in your country). We would, however, appreciate the chance to address your concerns before you contact a data protection regulator, and ask that you direct your complaint to us first.

Please see the “Contact Us” section below to learn more about reaching out to Anthea Wealth Management with any relevant concerns you may have. You can find more details about your local Data Protection Authority as follows:

  • EEA: https://edpb.europa.eu/about-edpb/board/members_en  

  • UK: https://ico.org.uk/global/contact-us/  

  • Switzerland: https://www.edoeb.admin.ch/edoeb/en/home/the-fdpic/contact.html

B.      Basis for Processing

The legal bases we rely on to process your personal data depend on the Anthea Wealth Management services you use and how you interact with them. They primarily include:

  • Contractual Necessity: we process personal data to perform services you requested under our Terms of Service or other similar contractual agreements with you. For example, we process personal data to set up and maintain your account; process your purchases; authenticate users; provide user-experience features (like saving your preferences); monitor and analyze Anthea Wealth Management services; detect and prevent fraud, or other similar misuse; contact you about your account, transactions, or other updates. We also rely on performance of a contract to manage our relationship with you, which includes responding to your support requests or general inquiries, and notifying you about changes to our applicable terms or policies.

  • Legitimate Interests: we process personal data as needed for Anthea Wealth Management’s business purposes, as balanced against the potential impact on your privacy rights. This includes many common purposes that you’d reasonably expect, such as to: communicate with you, respond to your requests, or provide you with updates and information; better understand our users and their preferences; personalize your experience, save your preferences, authenticate our users, and provide similar user experience features; develop, deliver, and improve Anthea Wealth Management’s services and website and other offerings (some of which may be offered in partnership with other parties); manage and customize advertisements or promotional offers; secure and protect the Anthea Wealth Management; prevent fraud and illegal activity; and support internal purposes such as auditing and data analysis.

  • Legal Obligations: we process personal data when necessary to comply with legal obligations, such as responding to legitimate requests from law enforcement authorities or other government officials in accordance with relevant legal processes.

  • Consent: we process personal data when you provide us with your consent to do so. You aren’t required to provide consent if you do not want your personal data to be processed for the requested purposes, and you may withdraw your consent at any time.

C.       Retention

Because the specific personal data we process and our reasons for doing so often vary depending on how you use the Anthea Wealth Management website and services, how long we retain it can also vary. We generally store personal data for as long as we reasonably need it for the purposes described in this policy (like complying with our legal obligations, managing internal records, enforcing our terms, and resolving disputes), unless a long retention period is required or permitted by law.

The main criteria we consider in determining specific retention periods often include minimum requirements under applicable law, relevant industry standards, the types of data in question (such as its level of sensitivity), relevance to potential litigation or similar proceedings (like defending ourselves against legal claims), and whether the data is required to prevent fraud or similar abuse of Anthea Wealth Management website or services.  For example, if you create an Anthea Wealth Management account, we will generally store the personal data associated with your Anthea Wealth Management account for as long as needed to maintain your account, provide the Anthea Wealth Management services you requested, enforce any terms that apply and govern your use of Anthea Wealth Management’s website or services, and maintain appropriate records to reflect how we deliver services to you.

To learn more about requesting that Anthea Wealth Management delete your personal data, please see “Your Choices and Controls” and “Data Subject Rights” above.

How do we protect your information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings. We utilize encryption/security software to safeguard the confidentiality of personal information we collect. This software provides a limited degree of protection against unauthorized access or disclosure, as well as accidental loss, alteration or destruction. Please remember that we cannot guarantee that the internet itself is 100% secure. Although we do our best to protect your personal information, transmission of personal information to and from our website is at your own risk. You should only access within a secure environment.

Do we comply with legally compelled disclosure of information?

We may release any private information about you that we possess when we believe release is appropriate to comply with the law; to enforce or apply our Privacy Policy and/or other agreements; or to protect the rights, property or safety of us, the site users or others.

What about other sites linked to this one?

Please be aware that once you leave the site and enter another website, our Privacy Policy is no longer in effect. We are not responsible for the privacy practices employed by these sites, nor the information or content contained therein. Please read over the rules and policies of these sites before proceeding.

What if we change our Privacy Policy?

In the event of material changes to our Privacy Policy, we will post the revised version on this page with a new "Last Updated" date. Changes to our Privacy Policy will become effective when posted unless indicated otherwise.

How can you contact us?

If you have questions or concerns about Anthea Wealth Management’s website or services (such as trouble accessing your Anthea Wealth Management account, bugs or other technical problems, payment matters, or content issues), please contact our Customer Support at:

laura@antheawealthmanagement.com or by calling 623.253.6189.

If you want to learn more about our privacy practices or this policy, or if you have any questions regarding the handling of personal data, please email your questions to:

You can also contact us via postal mail to:

Anthea Wealth Management, LLC

C/O PFG Advisors Inc.

3200 N Central Ave Suite 200

Phoenix, AZ 85012