Privacy Policy

Protecting your private information is our priority. This Statement of Privacy applies to, and Wealth Advisor Training, and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to Wealth Advisor Training  include, Wealth Advisor Training and WAT, LLC. The Wealth Advisor Training website is a financial advisor education and training site. By using the Wealth Advisor Training website, you consent to the data practices described in this statement. 

Collection of your Personal Information 

In order to better provide you with products and services offered, Wealth Advisor Training may collect personally identifiable information, such as your: 

  • First and Last Name 
  • Mailing Address 
  • E-mail Address 
  • Phone Number 
  • Cell Phone Number 
  • Employer 
  • Job Title 
  • Annual Revenue, Production and Assets Under Management (AUM) 

If you purchase Wealth Advisor Training’s products and services, we collect billing and credit card information. This information is used to complete the purchase transaction. 

We collect your cell phone number solely for the express purpose of delivering SMS messages pertinent to  WAT, LLC. These messages may encompass account notifications, financial insights, appointment reminders, and essential service updates. By providing us with your cell phone number, you consent to its  utilization as articulated in this Privacy Policy, with recognition of potential standard message and data charges. Should you wish to discontinue receiving SMS messages from us, you can readily opt out by responding to any message with “STOP” or by contacting us directly.  

We do not collect additional personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services. These may include: (a)registering for an account; (b) entering a sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from selected third parties; (d)sending us an email message; (e)submitting your credit card or other payment information when ordering and purchasing products and services. To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future. 

Use of your Personal Information 

Wealth Advisor Training collects and uses your personal information to operate and deliver the services you have requested.

Wealth Advisor Training may also use your personally identifiable information to inform you of other products or services available from Wealth Advisor Training and its affiliates. 

 Sharing Information with Third Parties 

Wealth Advisor Training does not sell,rent or lease its customer lists to third parties. 

Wealth Advisor Training may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to Wealth Advisor Training, and they are required to maintain the confidentiality of your information. 

Wealth Advisor Training may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on Wealth Advisor Training or the site; (b) protect and defend the rights or property of Wealth Advisor Training; and/or(c) act under exigent circumstances to protect the personal safety of users of Wealth Advisor Training, or the public. 

Tracking User Behavior 

Wealth Advisor Training may keep track of the websites and pages our users visit within Wealth Advisor Training, in order to determine what Wealth Advisor Training services are the most popular. This data is used to deliver customized content and advertising within Wealth Advisor Training to customers whose behavior indicates that they are interested in a particular subject area. 

Automatically Collected Information 

Information about your computer hardware and software may be automatically collected by Wealth Advisor Training. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used for the operation of the service,to maintain quality of the service, and to provide general statistics regarding the use of the Wealth Advisor Training website. 


This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information. 

Right to Deletion 

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will: Delete your personal information from our records; and 

  • Direct any service providers to delete your personal information from their records. 

Please note that we may not be able to comply with requests to delete your personal information if it is necessary to: 

  • Complete the transaction for which the personal information was collected, fulfill the terms of a written warranty or product recall conducted in accordance with federal law, provide a good or service requested by you, or reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform a contract between you and us; 
  • Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity; or prosecute those responsible for that activity; 
  • Debug to identify and repair errors that impair existing intended functionality; 
  • Exercise free speech, ensure the right of another consumer to exercise his or her right of free speech, or exercise another right provided for by law; 
  • Comply with the California Electronic Communications Privacy Act; 
  • Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when our deletion of the information is likely to render impossible or seriously impair the achievement of such research, provided we have obtained your informed consent; 
  • Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us; 
  • Comply with an existing legal obligation; or 
  • Otherwise use your personal information, internally, in a lawful manner that is compatible with the context in which you provided the information. 

Children Under Thirteen 

Wealth Advisor Training does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website. 

E-mail Communications 

From time to time, Wealth Advisor Training may contact you via email for the purpose of providing  announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication. 

If you would like to stop receiving marketing or promotional communications via email from Wealth Advisor Training, you may opt out of such communications by Clicking on UNSUBSCRIBE option in email. 

Changes to this Statement 

Wealth Advisor Training reserves the right to change this Privacy Policy from time to time. We will notify you about  significant changes in the way we treat personal information by sending a notice to the primary email address specified in your account, by placing a prominent notice on our website, and/or by updating any privacy information. Your continued use of the website and/or Services available after such modifications will constitute your: (a) acknowledgment of the modified Privacy Policy; and (b) agreement to abide and be bound by that Policy. 

Contact Information 

Wealth Advisor Training welcomes your questions or comments regarding this Statement of Privacy. If you believe that Wealth Advisor Training has not adhered to this Statement, please contact Wealth Advisor Training at:

 Wealth Advisor Training 

381 Mansfield Ave Suite 200A  

Pittsburgh, Pennsylvania 15220 

Email Address: [email protected] 

Telephone number: 


Effective as of September 26, 2023