Privacy Notice

Effective October 30, 2026

Protection of Your Personal Financial Information

At Cleros Wealth Partners, LLC (“Cleros,” “we,” “us,” or “our”), the trust you place in us extends well beyond the management of your wealth. Safeguarding the confidentiality of your personal and financial information is central to that relationship. This Privacy Notice explains what information we collect, how we use and share it, the choices available to you, and how we protect it.

Who We Are

Cleros Wealth Partners, LLC is an SEC-registered investment adviser that provides wealth management, investment advisory, financial planning, and related services to individuals, families, trusts, and other clients. Registration does not imply a certain level of skill or training. This Privacy Notice applies to current and former clients of Cleros Wealth Partners, LLC.

Why We Collect Information

We collect and use information about you in order to provide you with our financial products and services. For example, we use your information to:

• Determine the suitability and appropriateness of our investment recommendations and financial planning advice;
• Open, administer, and service your accounts and process transactions;
• Verify your identity and protect against fraud, identity theft, and unauthorized account access;
• Communicate with you regarding your accounts, portfolio performance, and our services; and
• Comply with our legal and regulatory obligations, including recordkeeping, tax reporting, and anti-money laundering requirements.

What Information We Collect

The information we collect may include personal financial information such as:

• Your name, address, telephone number, email address, date of birth, and Social Security or taxpayer identification number;
• Government-issued identification information, such as a driver’s license or passport number;
• Assets, income, net worth, liquidity needs, tax status, and estate planning information;
• Investment experience, risk tolerance, investment objectives, and time horizon;
• Account balances, holdings, transaction history, and account numbers;
• Beneficiary designations, trusted contact persons, and information about family members or authorized representatives; and
• Other information derived from your account application, advisory agreement, financial planning questionnaires, and communications with us.

How We Collect Information

We obtain most information directly from you when you establish an advisory relationship, open an account, complete planning documents, or purchase financial products or services through us. We may also obtain information about you from:

• Our investment adviser representatives and financial professionals;
• Your custodian, broker-dealer, or other financial institutions holding your assets;
• Third parties such as retirement plan sponsors, mutual fund companies, insurance companies, your former broker-dealer or adviser, and clearing firms;
• Your other professional advisers, such as attorneys and accountants, with your authorization;
• Consumer reporting agencies and identity verification services, where permitted by law; and
• Your use of our website, client portal, or other digital tools.

Information We Disclose

We may disclose information about you to our staff, affiliates, representatives, and non-affiliated third parties who provide you with financial products and services or who perform services on our behalf, such as custodians, broker-dealers, portfolio management and reporting platforms, technology and data storage providers, auditors, and legal and compliance consultants. These service providers are contractually required to keep your information confidential and to use it only for the purposes for which it was provided. This includes sharing information with your selected custodian:

Primary Custodians: Goldman Sachs Custody Solutions.

If you close your account, in the process of transferring your investments, we may share your information with the new broker-dealer, custodian, or adviser that you or your financial professional selects. We also disclose information when necessary to report on your account, at your direction or with your consent, or where disclosure is required or permitted by law, such as reporting tax-related information to federal and state governments, responding to subpoenas or regulatory examinations by the SEC or state securities regulators, and protecting against fraud.

We do not disclose your information to non-affiliated companies that intend to market their products to you. We will not sell clients’ names, addresses, or other personal information to a catalog or marketing company or to any other third party.

Your Right to “Opt Out”

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; and
• Sharing for non-affiliates to market to you.

Cleros Wealth Partners, LLC does not currently share your information in any of these ways. Should our practices change, we will provide you with advance notice and a reasonable opportunity to opt out. State laws and individual companies may give you additional rights to limit sharing, as described below.

How We Protect Personal Information

To protect your personal information from unauthorized access and use, we use commercially reasonable technical and physical security measures that comply with applicable law. We have policies designed to ensure only those persons who need your information to perform their job have access to it. We maintain physical, electronic, and procedural security measures that comply with applicable regulations, including SEC Regulation S-P, and train our employees in the proper handling of personal information. These measures include encryption, multi-factor authentication, access controls, secure document destruction, and oversight of our service providers.

Consistent with Regulation S-P, we maintain an incident response program reasonably designed to detect, respond to, and recover from unauthorized access to or use of customer information. If your sensitive customer information is, or is reasonably likely to have been, accessed or used without authorization, we will notify you as required by law, generally as soon as practicable and no later than 30 days after we become aware of the incident.

Retention of Information

We retain your information for as long as necessary to provide our services and as required by applicable law, including the books-and-records requirements of the Investment Advisers Act of 1940. When information is no longer required, we dispose of it securely in accordance with our records and disposal policies.

Online Privacy

When you visit our website or use our client portal, we may collect technical information such as your IP address, browser type, and usage data through cookies and similar technologies to operate, secure, and improve our services. Our digital services are not directed to children under 13, and we do not knowingly collect personal information from children online.

State-Specific Regulations

• Texas Residents: Cleros Wealth Partners, LLC protects your information consistent with the Texas Identity Theft Enforcement and Protection Act (Texas Business and Commerce Code Chapter 521), which requires us to safeguard sensitive personal information and to notify affected Texas residents of a data security breach without unreasonable delay, and no later than 60 days after determining a breach occurred. Where a breach affects 250 or more Texas residents, we will also notify the Texas Attorney General as required by law. Personal financial information that we collect subject to the Gramm-Leach-Bliley Act is governed by federal law and is exempt from the Texas Data Privacy and Security Act. Texas residents may also contact the Texas State Securities Board with questions regarding investment advisers.
• California Residents: Under the California Consumer Privacy Act, as amended, you may have specific rights regarding the collection and use of personal information that is not subject to the Gramm-Leach-Bliley Act, including the right to request access to, correction of, or deletion of your data. We will not share information about California residents with non-affiliated third parties except as permitted by the California Financial Information Privacy Act.
• Vermont Residents: We will not share information we collect about Vermont residents with companies outside of Cleros Wealth Partners, LLC unless the law allows, or we have your consent.
• Nevada Residents: If you prefer not to receive marketing calls, you may be placed on our Internal Do Not Call List by contacting your financial professional.
• Massachusetts Residents: We maintain a written information security program consistent with Massachusetts data security regulations.

Your Choices and Rights

You may request to review or update the personal information we maintain about you, designate or change a trusted contact person, or update your communication preferences at any time by contacting your financial professional or our Chief Compliance Officer. Please notify us promptly of any changes to your information so that we can continue to serve you appropriately.

Changes to This Privacy Notice

We will provide you with this Privacy Notice at the start of our relationship and whenever we make material changes to our privacy practices. Because we do not share information in ways that trigger opt-out rights and have not changed our practices, we may rely on the annual notice exception permitted by federal law; this Notice remains available at any time on our website or upon request.

Contact Us

If you have questions about this Privacy Notice or our privacy practices, please contact:

Cleros Wealth Partners, LLC
Attn: Chief Compliance Officer
201 Main Street, Suite 1950
Fort Worth, Texas 76102
Telephone: (817) 984-3830
Email: info@cleros.com
Website: www.cleros.com