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Theta Wealth Partners, LLC is a registered investment advisor in the State of Illinois. Insurance, securities, and investment advisory services are only offered to residents of Illinois, or residents of other states where the firm is registered, notice filed, or qualifies for an exemption or exclusion from registration requirements.

Registration as an investment advisor does not imply a certain level of skill or training and does not constitute an endorsement of the firm by any state securities regulator or the Securities and Exchange Commission (SEC).

All information, statements, and opinions contained herein are for informational and educational purposes only and do not constitute personalized investment, legal, or tax advice. Investing in securities involves the risk of loss, including the risk of loss of principal, which clients should be prepared to bear. Past performance is not indicative of future results.

Custodian Disclosure: Institutional brokerage, custody, and clearing services are provided by Charles Schwab & Co., Inc. ("Schwab"), a registered broker-dealer and member SIPC. Theta Wealth Partners, LLC is independent of, and not affiliated with, Charles Schwab & Co., Inc. Schwab does not endorse, recommend, or supervise the investment strategies or business practices of Theta Wealth Partners, LLC.

Additional information about Theta Wealth Partners, LLC is available on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov by searching our firm name or CRD number 339241. Please review our Form ADV Firm Brochure for a complete description of our services and fees.

We take protecting your data and privacy very seriously. As of January 1, 2020 the Cal ifornia Consumer Pr ivacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registrations and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Theta Wealth Partners Privacy Policy

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Location

155 North Wacker Drive

Suite 4250

Chicago, IL 60606

Contact

info@thetawealthpartners.com
312-803-4970(office)

312-600-5355(direct)