California Privacy Policy Notice at Collection

California Notice at Collection of Personal Information

For Business Contacts, Prospective Business Contacts, and Website Visitors

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, telephone number(s) and signature.	To market, provide and/or receive products and services to or from you or your organization. To comply with legal requirements.	As required by law. Typically a minimum of six years after the conclusion of the business relationship.
Commercial information, such as records of products or services purchased or considered.	To market, provide and/or receive products and services to or from your organization. To comply with legal requirements.	As required by law. Typically a minimum of six years after the conclusion of the business relationship.
Audio information, such telephone calls on recorded lines.	To provide and/or receive products and services to or from your organization. To maintain security and detect fraud.	Typically a minimum of one year for the audio file and a minimum of five years for the written transcripts.
Visual information, such as images from security cameras in certain locations in our offices and surrounding areas.	To maintain security and detect fraud.	30 days.
Professional or employment-related information, including financial advisory firm, office, or broker/dealer affiliation, securities licenses and certifications, tier of revenue generation to your financial advisory firm or broker/dealer, and the product mix in your book of business.	To market, provide and/or receive products and services to or from your organization. To comply with legal requirements.	As required by law.Typically a minimum of six years after the conclusion of the business relationship.
Inferences drawn from any of the information that we collect about you and your business or organization.	To market, provide and/or receive products and services to or from your organization.	No longer than the information on which the inferences are based.
Sensitive personal information, including the log-in and agent code for your business or organizational accounts in combination with any security or access code or password allowing access to the account.	To market, provide and/or receive products and services to or from your organization. To comply with legal requirements. To maintain security and detect fraud.	As required by law. Typically a minimum of six years after the conclusion of the business relationship.
Information regarding your electronic network activity using our equipment, such as internet browsing history, usage and email content.	To market, provide and/or receive products and services to or from your organization. To evaluate activity on our website and to improve our website. To monitor activities, to maintain the security of our systems, and to detect improper activity.	A maximum of 26 months.
Commercial information regarding expenses that you submit for reimbursement, such as receipts.	To evaluate expenses and requests for reimbursement of authorized business expenses.	Typically a minimum of four years after termination.
Information reported to us as a result of a consumer report or background check that you authorize.	To make product offering decisions.	Seven years from the date of the report.
Records of your physical access to AssetMark offices, including dates and time of visits and whom you have an appointment to see.	To maintain and monitor the security of our personnel, information and premises. For emergency situations.	Typically 30 days after the physical access to the AssetMark office.
Identifiers such as your name, along with commercial and professional information such as the broker-dealer with whom you are affiliated, and your use of particular model portfolios and discretionary managers.	To further our commercial purposes, and to enhance our business and the financial products and services we offer.	A minimum of six years after the conclusion of your business relationship with us.

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 Business Contacts, Prospective Business Contacts, and Website Visitors

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 Business Contacts, Prospective Business Contacts, and Website Visitors

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.