SMS / Text Messaging Terms & Conditions

Effective Date: February 19th, 2026

Program Description

By providing your mobile telephone number and affirmatively opting in, you consent to receive SMS text messages from GenSphere Private Wealth, LLC a registered investment advisor.

Text messages may include:

Appointment reminders and scheduling confirmations
Administrative or service-related communications
Account-related notifications
Document availability notices
Responses to client inquiries
Firm operational updates

Text messaging is used primarily for client servicing purposes. We do not provide personalized investment advice, recommendations, or securities transactions via SMS.

Marketing or promotional messages will not be sent without separate, express consent where required.

Message frequency varies based on your relationship and interaction with us.

Consent to Receive Text Messages

By opting in, you provide prior express consent to receive SMS messages from GenSphere Private Wealth, LLC at the number provided. Consent is not a condition of purchasing advisory services.

You represent that you are the authorized user of the mobile number provided.

Opt-Out Instructions

You may opt out at any time by replying:

STOP

After you send the STOP message, you will receive a confirmation text, and you will no longer receive SMS messages from us unless you subsequently opt in again.

You may also request removal by contacting us directly using the information below.

Help Instructions

For assistance, reply:

HELP

Or contact us at:

Phone: (253) 238-7280

Email: info@genspherepw.com

Website: www.genspherepw.com

Message & Data Rates

Message and data rates may apply. Charges are determined by your wireless carrier. GenSphere Private Wealth, LLC is not responsible for carrier delays or message delivery failures.

No Investment Advice via SMS

Text messages are provided for convenience and administrative communication only. SMS communications:

Are not intended as investment advice
Do not constitute a recommendation to buy or sell securities
Should not be relied upon as the sole basis for financial decisions

Investment advice will be provided only pursuant to a written advisory agreement and through appropriate, documented communication channels.

Confidentiality & Security

Text messaging may not be a secure form of communication. By opting in, you acknowledge and accept the risks associated with electronic communications, including potential interception.

Sensitive personal information should not be transmitted via SMS.

Record Retention

Text communications may be retained in accordance with applicable regulatory recordkeeping requirements, including those under the Investment Advisers Act of 1940.

Privacy

We do not sell or share your mobile number for third-party marketing purposes. Information collected in connection with SMS communications is governed by our Privacy Policy available at: