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Important Privacy Notice

Last Updated: October 2026

Download the Privacy Notice (PDF)

Who We Are

Who is providing this notice?

Vaquero Private Wealth, Ltd.


What We Do

How does Vaquero Private Wealth protect my personal 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.

How does Vaquero Private Wealth collect my personal information?

We collect your personal information, for example, when you:

  • Open or close an account
  • Authorize a trade or authorize a direct fee-deduction
  • Authorize to raise cash
  • Have a financial plan prepared

Why can't I limit all sharing?

Federal law gives you the right to limit only:

  • Sharing for affiliates' everyday business purposes – information about your creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.


Facts

What does Vaquero Private Wealth, Ltd. do with your personal information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security Number and driver's license number
  • Account balances and income
  • Addresses and contact information

We are required to retain our records of your relationship with us for 5 years if our relationship should end.

How?

All financial companies need to share client's personal information to run their everyday business. In the section below, we list the reasons financial companies can share their client's personal information; the reasons Vaquero Private Wealth chooses to share; and whether you can limit this sharing.


Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.
Vaquero Private Wealth has no affiliates.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies. These include broker/dealers, mutual fund companies, insurance companies and other financial institutions.

Joint Marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Vaquero Private Wealth does not do joint marketing.


Reasons we can share your personal information

Reason for SharingDoes Vaquero Private Wealth share?Can you limit this sharing?
For our everyday business purposes – such as to process your transactions, maintain your account(s), and to respond to regulators.YesNo
For our marketing purposes – to offer our products and services to you.NoWe don't share
For joint marketing with other financial companiesNoWe don't share
For our affiliates' everyday business purposes – Information about your transactions and experiencesNoWe don't share
For our affiliates to market to youNoWe don't share
For nonaffiliates to market to youNoWe don't share

Website Analytics and Online Advertising

Effective October 2026

Our website uses analytics tools — Google Analytics and Microsoft Clarity — to help us understand how visitors use the site, and an advertising pixel provided by Meta Platforms, Inc. (the company behind Facebook and Instagram) to measure the effectiveness of our advertising and to show our advertisements on Meta's platforms to people who have previously visited our website.

These tools collect information about your activity on our website through cookies and similar technologies — for example, the pages you view, the device and browser you use, and identifiers associated with your browser or device. The advertising pixel transmits this website activity to Meta. It does not collect your name, your financial information, or any information about whether you are a client of the Firm, and we do not provide client lists or any client information to Meta, Google, or any other advertising platform.

You can limit this data collection by blocking or deleting cookies in your browser settings, and you can control how Meta uses information to show you advertisements through your Meta ad preferences at facebook.com/adpreferences. Our website does not currently respond to "Do Not Track" browser signals.

If you have questions about this disclosure, contact us at info@vaquerowealth.com or 214-269-7854.


Still have questions? Our team is here to help.

(214) 269-7854