Privacy Policy
Last Updated: 9/4/2026
Puka Wealth LLC respects your privacy and is committed to handling personal information responsibly.
This Privacy Policy explains the types of information we may collect, how we use and share that information, and the choices available to you when you interact with our website, communicate with us, apply for membership, or participate in the Puka Wealth Profit Sharing Plan.
1. Information We May Collect
The information we collect depends on how you interact with Puka Wealth.
Information You Provide to Us
We may collect information you voluntarily provide, including:
- name;
- email address;
- mailing address;
- telephone number;
- information submitted through website forms;
- membership or eligibility information;
- information necessary to facilitate participation in the Puka Wealth Profit Sharing Plan;
- retirement-account or custodial information; and
- communications and documents you provide to us.
We collect only information reasonably necessary to respond to your requests, administer our relationship with you, evaluate eligibility, facilitate Plan participation, or meet applicable business and legal requirements.
Information Collected Through the Website
When you use our website, certain information may be collected automatically, such as:
- IP address;
- browser and device information;
- pages visited;
- referring website;
- dates and times of visits; and
- information collected through cookies or similar technologies.
This information may be used to maintain website functionality, understand website usage, improve our services, and protect the security of our systems.
2. How We Use Personal Information
We may use personal information to:
- respond to questions and requests;
- communicate with prospective and current members;
- review membership and eligibility information;
- administer membership and Plan participation;
- coordinate with custodians and other service providers;
- maintain member and participation records;
- provide requested documents, notices, and account-related communications;
- operate, maintain, and improve our website;
- protect against unauthorized activity, fraud, or misuse;
- comply with applicable legal, regulatory, tax, accounting, and recordkeeping requirements; and
- send informational or promotional communications where permitted.
We do not use personal information for purposes materially different from those described in this Policy without an appropriate basis for doing so.
3. How We May Share Information
Puka Wealth does not sell personal information for monetary consideration.
We may share personal information when reasonably necessary to operate our business, administer the Puka Wealth Profit Sharing Plan, facilitate requested participation, or comply with legal requirements.
This may include sharing information with:
- retirement-account custodians;
- trustees and Plan administrators;
- professional advisers, including attorneys and accountants;
- technology, website, document-management, communication, and other service providers;
- companies or entities associated with an opportunity when information is reasonably necessary to facilitate participation;
- governmental, regulatory, tax, or law-enforcement authorities when required or permitted by law; and
- other parties when you direct or authorize us to share information.
Service providers receiving personal information are expected to use it only for the purposes for which it was provided, subject to applicable agreements and law.
4. Cookies and Similar Technologies
Our website may use cookies and similar technologies to support website functionality, remember preferences, understand website usage, and improve the visitor experience.
Some cookies may be necessary for the website to function properly. Others may be used for analytics or similar purposes.
Your browser may allow you to block or delete cookies. Disabling certain cookies may affect the functionality of portions of the website.
Additional cookie choices may be made available through the website where required.
5. Communications
If you provide Puka Wealth with your contact information, we may use it to respond to inquiries and provide communications relating to membership, Plan participation, documents, account administration, or services you request.
If you elect to receive promotional or marketing communications, you may unsubscribe using the instructions included with those communications.
Certain administrative, transactional, legal, or account-related communications may still be sent when necessary to administer an existing relationship with you.
6. Information Security
Puka Wealth uses reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure.
However, no method of electronic transmission, storage, or information-security system can be guaranteed to be completely secure.
You are responsible for protecting any login credentials or other access information associated with your account or member portal and should notify Puka Wealth promptly if you believe your information or credentials have been compromised.
7. Data Retention
Puka Wealth retains personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, administer member and Plan relationships, satisfy recordkeeping requirements, resolve disputes, enforce agreements, and comply with applicable legal or regulatory obligations.
Retention periods may vary depending on the type of information and the purpose for which it is maintained.
8. Your Privacy Choices and Rights
You may contact Puka Wealth to request that we review or update certain personal information maintained about you.
Depending on where you reside, applicable law may provide additional rights concerning your personal information.
These rights may include the ability to request access to, correction of, or deletion of certain personal information, or to receive additional information about how personal information is collected, used, or disclosed.
Certain information may need to be retained despite a request when required for legal, regulatory, contractual, Plan-administration, tax, accounting, security, or recordkeeping purposes.
Requests may be subject to identity verification and other requirements permitted by applicable law.
9. Third-Party Websites and Services
Our website may contain links to third-party websites or services, including custodians, service providers, or companies associated with investment opportunities.
Puka Wealth does not control the privacy or security practices of third parties. Their collection and use of personal information are governed by their own privacy policies and terms.
We encourage you to review those policies before providing personal information directly to a third party.
10. Children’s Privacy
The Puka Wealth website and services are not directed to children, and we do not knowingly collect personal information from children through the website.
If we learn that personal information has been collected from a child in circumstances prohibited by applicable law, we will take appropriate steps to address it.
11. Changes to This Privacy Policy
Puka Wealth may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or services.
The revised Policy will be posted on this page with an updated “Last Updated” date.
Where required by law, we will provide additional notice or obtain consent before applying material changes to previously collected personal information.
12. Contact Us
Questions about this Privacy Policy or requests concerning your personal information may be directed to:
Puka Wealth LLC