Effective date: 14-July-2026

This Privacy Policy explains how Avnia LLC (“Avnia Wealth,” “we,” “us”) collects, uses, and protects information when you use our website and application (the “Service”).

Information We Collect

  • Account information. The email address you use to create an account, and basic profile details you provide.
  • Brokerage and portfolio data. When you connect a brokerage through our integration partner, SnapTrade, or upload a CSV, we receive your positions, balances, and related account data so we can build your consolidated view and generate recommendations. Avnia receives this data on a read basis; it does not place trades or move funds.
  • Usage data. Standard analytics about how you use the Service, collected through Google Analytics (for example, pages viewed and general device information).

How We Use Your Information

  • To provide the Service — consolidating your accounts, displaying option metrics, and generating roll and eligibility recommendations.
  • To send you Service-related communications, including any portfolio-tailored news or alerts you enable.
  • To maintain, secure, and improve the Service.

We do not sell your personal information.

How We Share Information

We share information only with service providers that help us operate the Service, including:

  • Snaptrade.com — secure brokerage connectivity.
  • Google Analytics — website usage measurement.
  • Supabase.com — for Data Storage

We may also disclose information where required by law.

Security

We protect your data with industry-standard measures, including encryption at rest (AES-256) and in transit (TLS 1.2+), and secure, OAuth-style brokerage connections handled by SnapTrade so your brokerage credentials are not shared with us. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your information for as long as your account is active or as needed to provide the Service. You can disconnect an account or request deletion at any time. [Specify retention periods and deletion process.]

Your Rights

Depending on where you live, you may have rights to access, correct, export, or delete your personal information, and to object to or restrict certain processing. To exercise these rights, contact us at the address below.

Changes to This Policy

We may update this policy from time to time. Material changes will be reflected by updating the effective date above.

Contact

Questions about this policy? Email us at support@avniawealth.com.