Crescera Wealth Privacy Policy & Disclosures
Last updated: April 23, 2026
Privacy Policy
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories of data exclude text message originator opt-in data and consent; this information will not be shared with any third parties. This policy is in compliance with CTIA and TCPA standards.
Important Disclosures
Crescera Wealth is a DBA of Exponent Wealth LLC. Investment advisory services are offered through Exponent Wealth LLC, a registered investment adviser in the states of Utah and Arizona (CRD# 334968 / SEC# 801-132228). Registration does not imply a certain level of skill or training.
Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. Nothing on this website is intended to provide investment, tax, or legal advice, nor should anything on this website be considered a solicitation for the purchase or sale of any security.
You may obtain a copy of Exponent Wealth LLC's Form ADV Part 2 brochure by contacting us directly or by visiting the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov and searching for Exponent Wealth LLC (CRD# 334968).
Third Party Websites
We may utilize third party service providers to provide certain tools or programs, some of which may be housed on third party servers or independently developed websites. While accessing this website you may be linked to such third party servers. Access to other websites or use of any third party tools on this website are subject to all terms and conditions found therein.
Links
Some information on this website may be provided through linked websites. Links are for informational purposes only. We do not endorse the content or products of linked websites.
Client Portals
Some material on this website may be password protected and restricted to authorized users only. Users in password protected areas are responsible for their password use and maintaining its confidentiality. We use encrypted connections and secure authentication to protect client data.
Publications
The views expressed are those of the author as of the date noted and are subject to change based on market and other conditions. Material is meant to provide general information and should not be construed as specific investment, tax, or legal advice. Historical and current data are not predictive of future outcomes. Information compiled from third party sources is believed to be reliable; however, accuracy is not guaranteed. Past performance is not a guarantee of future results.
Social Media
Crescera Wealth's LinkedIn presence is for informational purposes only. Content posted is not an offer to sell nor a solicitation to buy securities. Information on social media should not be used in making investment, tax, or legal decisions. Third party posts or reposts have not been reviewed or approved by Exponent Wealth LLC for completeness or accuracy. Information written by third parties does not necessarily reflect the views or opinions of Exponent Wealth LLC or its affiliates. No client-specific advice or investment recommendations are provided via social media.
Website Terms of Use
By accessing and using this website, you agree to the following terms:
Limitation of Liability: Exponent Wealth LLC and its affiliates shall not be liable for any direct, indirect, incidental, or consequential damages arising from your use of this website or reliance on any information contained herein.
No Warranty: This website and its content are provided "as is" without warranties of any kind, either express or implied.
Governing Law: These terms shall be governed by the laws of the State of Utah without regard to conflict of law principles.
Modifications: We reserve the right to modify these terms at any time. Continued use of the website constitutes acceptance of any modifications.
General Disclosure
With any investment strategy, there is potential for profit as well as the possibility of loss. All investments involve risk, the amount of which may vary significantly. Past performance is not a guarantee of future results.
This site may use cookies or similar technologies to enhance user experience.