California Notice at Collection Account Holders

California Notice at Collection of Personal Information

For Account Holders and Prospective Account Holders

For AssetMark, Inc., AssetMark Trust Company, AssetMark Services, Inc., AssetMark Wealth Services, Inc., and AssetMark Brokerage, LLC.

California Residents

This Notice at Collection describes the categories of California Personal Information that we collect from our business contacts, prospective business contacts and visitors to our websites. If you would like to learn more about our information practices, please visit our privacy policy. In this California Notice at Collection, “we,” “us,” and “our” refer to AssetMark, Inc., AssetMark Trust Company, AssetMark Services, Inc., AssetMark Wealth Services, Inc., and AssetMark Brokerage, LLC (collectively, “AssetMark”). “You” refers to you, an individual.

Information We Collect

CATEGORIES OF INFORMATION WE COLLECT	PURPOSE FOR WHICH THE INFORMATION WILL BE USED	LENGTH OF TIME WE KEEP THE INFORMATION
Identifiers, such as your name, address, Internet Protocol (IP) address, device identifier, e-mail address, account name and number, telephone number(s), signature and sensitive personal information such as social security number, driver’s license number, and passport number.	To service your accounts and provide financial products and services to you. To comply with legal requirements. To advertise and market our products and services to you. To detect fraud and security incidents and analyze activity on our websites.	As required by law. Typically a minimum of six years.
Commercial information, such as products or services purchased.	To service your accounts and provide financial products and services to you. To advertise and market our products and services to you.	As required by law. Typically a minimum of six years.
Internet or other electronic network activity, such as your interaction with our websites.	To service your accounts and provide financial products and services to you. To advertise and market our products and services to you. To detect fraud and security incidents and analyze activity on our websites.	A maximum of 26 months.
Audio information, such telephone calls on recorded lines.	To service your accounts and provide financial products and services to you. To detect fraud and security incidents and analyze activity on our websites.	Three years.
Visual information, such as images from security cameras in certain locations in our offices and surrounding areas.	To maintain security.	30 days.
Professional or employment-related data, such as your work history and income.	To service your accounts and provide financial products and services to you.	As required by law. Typically a minimum of six years.
Inferences drawn from the information we collect about you.	To service your accounts and provide financial products and services to you. To advertise and market our products and services to you.	No longer than the information on which the inferences are based.
Sensitive personal information, including your log-in and account number in combination with any security or access code or password.	To service your accounts and provide financial products and services to you. To detect fraud and security incidents and analyze activity on our websites.	As required by law. Typically a minimum of six years.

Information We Sell or Share

We do not sell or share your California Personal Information with third parties unless you have directed us to share this information through your affirmative acceptance of Marketing Cookies from AssetMark.com or Targeting Cookies from eWealthManager.com. If you have opted in and accepted those cookies, our websites share your IP address, the URL you came from, and your interaction with our websites with our analytics providers, third-party advertising networks, and social media platforms for their use in cross-context behavioral advertising across multiple websites. You can withdraw your consent at any time:

Specifically, for assetmark.com, by clicking here to view and toggle off Marketing Cookies.
Specifically, for ewealthmanager.com, by clicking here and selecting “Cookies Settings” to view and toggle off Targeting Cookies. You may also send us an opt-out preference signal through your privacy controls available on your web browser.

Date Last Updated: November 2025

AssetMark Privacy Policies and Notices
We want to ensure you have a clear understanding of how AssetMark collects, uses, and shares your personal information. Please familiarize yourself with our privacy practices and the specific privacy notices that may apply to you.

Privacy Policies

California Notice at Collection of Personal Information

For Account Holders and Prospective Account Holders

California Residents

Information We Collect

Information We Sell or Share

AssetMark Privacy Policies and NoticesWe want to ensure you have a clear understanding of how AssetMark collects, uses, and shares your personal information. Please familiarize yourself with our privacy practices and the specific privacy notices that may apply to you.

Privacy Policies

California Notice at Collection of Personal Information

For Account Holders and Prospective Account Holders

California Residents

Information We Collect

Information We Sell or Share

AssetMark Privacy Policies and Notices
We want to ensure you have a clear understanding of how AssetMark collects, uses, and shares your personal information. Please familiarize yourself with our privacy practices and the specific privacy notices that may apply to you.