Who we are

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1. Introduction

Wisdom Trading, LLC (“Wisdom,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy describes how we collect, use, share, and protect your personal information when you access our website (wisdomtrading.com and subdomains), interact with our services, open or maintain trading accounts, or engage with us in other contexts.

By using our website or services, you agree to the terms of this Privacy Policy and our Terms of Use. If you do not agree, please do not use our site or provide us your personal information.

2. Scope & Applicability

This Privacy Policy applies to:

  • Visitors to and users of our website(s)
  • Prospective clients and applicants
  • Account holders of trading or managed futures services
  • Individuals seeking strategy information or downloads (e.g. strategy packs)
  • Contacts we maintain for marketing, support, or communications

It does not supersede or limit any contractual privacy obligations in your client agreement, clearing agreement, or other binding documents. In case of a conflict, those agreements may provide additional safeguards.

3. Information We Collect & How We Collect It

We collect personal information in several ways:

a. Information You Provide Directly

  • Contact details: name, email, phone, mailing address
  • Account application data: date of birth, Social Security / tax ID, employer, financial information, investment experience
  • Identity verification: copy of drivers’ license, passport, or other identification documentation
  • Communication content: emails, chat, support requests
  • Strategy requests, downloads, questionnaires, surveys

b. Information Collected Automatically

  • Usage data: pages viewed, clicks, session duration
  • Device & browser data: IP address, device type, operating system, browser, screen resolution
  • Referrer & navigation paths
  • Cookies, pixel tags, and similar technologies (see section below)

c. Information from Third Parties

  • Background checks, identity verification services
  • Credit / anti-money-laundering / compliance databases
  • Public records
  • Data providers and aggregators (e.g. marketing, analytics services)

4. Cookies, Tracking & Analytics

We and our service providers use cookies, web beacons, local storage, pixel tags, and similar technologies to:

  • Enable site functionality (e.g. login/session cookies)
  • Remember user preferences
  • Measure site usage and performance (analytics)
  • Deliver marketing or advertising content

You may disable or block cookies via your browser settings, but this may degrade or prevent access to certain features of the site.

We may also integrate analytics platforms (e.g. Google Analytics) or advertising networks. These tools collect aggregated, anonymized data. We do not use them to collect or share personally identifying data without consent.

5. How We Use Your Information

We use your information for legitimate business purposes, including:

  • Opening, managing, and servicing your trading account(s)
  • Complying with regulatory, legal, or anti-money laundering requirements
  • Verifying identity
  • Processing transactions and requests
  • Providing client support and communications
  • Sending you updates, newsletters, marketing (where permitted)
  • Analyzing and improving our website, strategies, and services
  • Fraud detection, risk management, security, and legal defense
  • Aggregated, anonymized research or insight (which can be shared externally)

6. Disclosure & Sharing of Information

We may share your personal information with:

  • Affiliates & subsidiaries for business or operational purposes
  • Service providers & vendors (e.g. hosting, analytics, identity verification) under contract, bound to confidentiality
  • Clearing FCMs / brokers / counterparties necessary to fulfill trading, reporting or regulatory functions
  • Professional advisors (e.g. legal, audit)
  • Regulatory, judicial, or governmental authorities as required by law, subpoena, or legal process
  • Business successors (in case of mergers, acquisitions, or corporate restructuring)
  • Third-party marketing or analytics partners, only where consent is given or permitted by law

We do not sell your personal information to unaffiliated third parties for their independent use.

7. Data Retention

We retain your personal information only as long as necessary to:

  • Support our operations
  • Fulfill legal, compliance, auditing, or regulatory requirements
  • Defend legal claims
  • Maintain records required by law

Once retention is no longer needed, we will securely delete or anonymize your data.

8. Security Measures & Safeguards

We implement physical, administrative, and technical controls to protect your information, including:

  • Encryption (TLS) for data in transit
  • Access controls and authentication for internal systems
  • Regular security audits and penetration tests
  • Network security protocols, firewalls, intrusion detection
  • Employee training in data privacy and security

In the event of a data breach, we will assess the impact, notify affected individuals and regulators as required by law, and take remedial actions.

9. Your Rights & Choices

Depending on your jurisdiction, you may have certain rights with respect to your personal data:

  • Right to access, correct, or update your information
  • Right to request deletion (with exceptions for data we must retain)
  • Right to opt-out of marketing communications
  • Right to restrict or object to processing
  • Right to data portability
  • Right to withdraw consent where processing is based on consent

To exercise your rights, please contact us at privacy@wisdomtrading.com or via postal mail (see contact info below). We may require identity verification before fulfilling requests.

10. Children & Minors

Our services are intended for adults (18+). We do not knowingly collect information from children under 13. If we learn we have collected such data, we will promptly delete it.

11. International Transfers

Your information may be transferred to and processed in jurisdictions outside your home country (e.g. where our vendors or service providers are located). Where required by law, we implement safeguards (e.g. standard contractual clauses, data transfer agreements) to protect your data.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in law, our operations, or business practices. We will post the updated version with a new “Last Updated” date. If changes are material, we may notify you via email or site notice.

Your continued use of our site or services after the effective date constitutes your acceptance of the revised policy.

13. Contact Information

If you have questions, concerns, or requests regarding privacy or this policy, contact us:

Wisdom Trading, LLC
2043 Westcliff, Ste 208
Newport Beach, CA 92660
Email: privacy@wisdomtrading.com
Phone: (800) 854-8203

14. Additional Disclosures & Regulatory Notes

California residents: rights under the California Consumer Privacy Act (CCPA / CPRA) may apply.

As a participant in the U.S. futures industry, we adhere to applicable CFTC / NFA obligations related to customer data protection, recordkeeping, and regulatory disclosures.

In the U.S., covered financial institutions under the Gramm-Leach-Bliley Act (GLBA) must protect nonpublic personal information; we follow policies and safeguards consistent with those regulations. CFTC