Privacy Policy

5280 Wealth Management, LLC doing business as CayDen Wealth Management (“CWM”) recognizes that our

relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your

privacy and to preserve the private nature of our relationship with you. We place the highest value on the

information you share with us. CWM will not disclose your personal information to anyone unless it is required by

law or at your direction. We will not sell your personal information.

We want our clients to understand what information we collect, how we use it, and how we protect your personal

information.

Why We Collect Your Information

We gather information about you so that we can:

● Help design and implement the investment and financial planning related services we provide you; and

● Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” (“NPI”) about you:

● Information from our initial meeting or subsequent consultations about your identity, such as your name,

address, social security number, date of birth, and financial information;

● Information that we generate to service your financial needs; and

● Information that we may receive from third parties in connection with the services we provide you.

What Information We Disclose

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain

circumstances. CWM may disclose client's NPI: (1) to individuals and/or entities not affiliated with CWM,

including, but not limited to third-parties that assist in the supervision or management of your account(s) (i.e.,

broker-dealer, sub-advisers, account custodian, record keeper, etc.); (2) service providers contracted by us in order

for us to perform the duties in furtherance of the client's engagement with CWM (i.e. client management systems,

archiving technology vendors, cloud service providers, etc.); (3) to your authorized representative or power of

attorney; (4) when we receive your prior written consent; and (5) as otherwise permitted to do so in accordance

with the parameters of applicable federal and/or state privacy regulations.

In the event that CWM has a change to its client privacy policy that would allow it to disclose non-public

information not covered under applicable law, CWM will allow its clients the opportunity to opt-out of such

disclosure.


How We Protect Your Personal Information

Privacy has always been important to CWM. We restrict and limit access to client information only to those who

need to carry out their business functions. We safeguard client information by preventing its unauthorized access,

disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal

information. Arrangements with companies or independent contractors not affiliated with CWM will be subject to

confidentiality agreements.

Former Clients

Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we

will continue to treat your nonpublic information with strict confidentiality. We maintain all records regarding all

former clients for the retention period required by law.

Contact Us

Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Shane

Dennehy, Chief Compliance Officer of CWM. Please contact Shane Dennehy at (720) 520-0826.