LOMARTA
Private Advisory

Privacy Policy

Effective Date: March 17, 2026

LOMARTA Private Advisory LLC (“LOMARTA,” “we,” “us,” or “our”) respects your privacy and handles website information with care and discretion.

This Privacy Policy explains what information may be collected through this website, how it may be used, and how to contact us regarding privacy-related questions.

1. Scope

This Privacy Policy applies to information collected through this website and related inquiry submissions. It does not by itself govern the handling of information exchanged within a separate client or advisory engagement, which is addressed through separate written materials where applicable.

2. Information We Collect

We may collect information you choose to provide through the website, including:

  • your name
  • email address
  • organization, role, or related details you provide
  • the contents of any inquiry or message you submit
  • any other information you voluntarily provide through the website or direct contact initiated from it

We may also collect limited technical information through normal website operation, such as:

  • IP address
  • browser type
  • device information
  • pages visited
  • approximate usage and interaction data
  • referral or basic analytics data

3. How We Use Information

We may use website information to:

  • review and respond to inquiries
  • evaluate fit, scope, timing, and related intake considerations
  • operate, maintain, and secure the website
  • improve website performance and functionality
  • maintain business records
  • comply with legal, regulatory, or risk-management obligations

We do not use website-submitted information to create a public profile of you.

4. Confidentiality and Discretion

Website inquiries are handled privately and with discretion. However, submitting information through this website does not by itself create a client, advisory, fiduciary, or other formal professional relationship, and separate engagement-specific confidentiality terms apply only if and when expressly agreed in writing.

5. Sharing of Information

We do not sell personal information submitted through this website.

We may share limited information with service providers that support website hosting, form handling, email, security, analytics, or related operations, solely to the extent reasonably necessary for those services.

We may also disclose information:

  • if required by law, legal process, or governmental request
  • to protect rights, safety, security, or property
  • in connection with a business transition, restructuring, or asset transfer, if ever applicable

6. Cookies and Analytics

This website may use cookies or similar technologies necessary for basic site operation, security, performance, or analytics. If analytics tools are used, they are used to understand website usage in aggregate and improve the site.

7. Retention

We retain website-submitted information for as long as reasonably necessary for intake review, correspondence, business records, legal compliance, security, or related operational purposes, unless a longer period is required or justified.

8. Security

We take reasonable steps to protect information submitted through the website. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. Your Choices

You may choose not to submit information through the website.

If you would like to request deletion or correction of information you have submitted through the website, you may contact us using the contact information below. We will review such requests in light of applicable law, security, recordkeeping, and legitimate business needs.

10. California and Other Privacy Rights

If a specific state privacy law applies to us and to your request, you may have additional rights regarding personal information. LOMARTA does not sell personal information submitted through this website.

If you believe a state privacy law applies to your request, contact us using the information below and identify the nature of your request.

11. Minors

This website is not directed to minors, and we do not knowingly collect personal information from minors through the website.

12. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.

13. Contact

For privacy-related questions or requests, contact:

LOMARTA Private Advisory LLC
privacy@lomarta.com

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