Regulation S-P, Privacy of Consumer Financial Information, requires financial institutions, including Mangrove Wealth Services, LLC, to provide notice to current clients and prospective clients about their policies and practices concerning the collection and use of customer, non-public information. This privacy policy notice is given to all prospective clients of Mangrove Wealth Services, LLC upon entering into a contract with Mangrove Wealth Services, LLC and annually thereafter.

Privacy Disclosure Statement. A primary goal of Mangrove Wealth Services, LLC is to protect the privacy of its clients. Mangrove Wealth Services, LLC does not sell the personal information of clients to anyone.

To conduct regular business, Mangrove Wealth Services, LLC may collect nonpublic personal information from clients. This information is provided by clients to Mangrove Wealth Services, LLC on applications and other forms provided by clients to Mangrove Wealth Services, LLC as well as transactions with the firm, our affiliates, or others.

Mangrove Wealth Services, LLC may enter into contracts with outside third parties so that Mangrove Wealth Services, LLC can assist its clients in servicing their accounts. In order to do this, Mangrove Wealth Services, LLC will disclose personal information to companies that help Mangrove Wealth Services, LLC process transactions for client accounts (for example, executing client trades at through a broker/dealer). However, Mangrove Wealth Services, LLC does not share or disclose any nonpublic customer information except as allowed or required by law. In addition to sharing information in order to provide financial services to clients, Mangrove Wealth Services, LLC may be required to disclose personal information to cooperate with regulators or law enforcement authorities, to resolve customer disputes, or for risk control.

Information Safeguarding. Mangrove Wealth Services, LLC has implemented strict policies and procedures aimed at protecting the sensitive nature of client information. Mangrove Wealth Services, LLC restricts access to client information to only those members of Mangrove Wealth Services, LLC that must provide products and services to clients in order to service client accounts. Mangrove Wealth Services, LLC has implemented physical, electronic, and procedural safeguards aimed at meeting Mangrove Wealth Services, LLC’s duty to protect nonpublic client information.

If you have any questions concerning Mangrove Wealth Services, LLC’s customer privacy policy or concerns about your personal information please feel free to contact, Andrew Van Ore at (813) 645-3888 or in writing at