Last updated: May 2026
Information We Collect
We collect information you provide directly — such as name, firm, email, phone, and inquiry details — when you schedule a consultation, request advisor materials, or open an account. For account holders, we also collect information required for identity verification, account servicing, storage, and IRA coordination.
How We Use Information
We use information to respond to inquiries, provide advisor materials, support account opening and servicing, coordinate storage and IRA workflows, meet legal and regulatory obligations, and improve our service.
Sharing
We share information with depositories, custodians, IRA trustees, and service providers strictly to perform services you have requested. We do not sell personal information.
Security
We use administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is 100% secure.
Your Choices
You may request access to, correction of, or deletion of information we hold about you, subject to legal and recordkeeping requirements. Contact us at contact@metalsedgewealth.com.
Contact
Metals Edge Wealth · 7111 Fairway Drive, Suite 101, Palm Beach Gardens, FL 33418 · 844-542-9714 · contact@metalsedgewealth.com