Family Ai! Financial LLC (dba Hartstone Wealth) – Privacy Notice
Last Updated: 12/11/25
Maintaining the trust and confidence of our clients is a high priority. This Privacy Notice explains how Family Ai! Financial LLC, doing business as Hartstone Wealth (“FAF,” “we,” “us,” or “our”), collects, uses, protects, and discloses your personal information. This notice applies to all clients, prospects, and website users who interact with FAF.
Information We Collect
We may collect non-public personal information (“NPI”) about you as part of providing financial planning, investment advisory, or related services. This includes:
Information you provide on applications or forms (e.g., name, address, date of birth, Social Security Number, occupation, financial goals, assets, income).
Information about your transactions with us or others.
Information about your visits to our website, including IP address, browser type, usage logs, and related analytics used to administer and improve the site.
Information received from consumer reporting agencies, service providers, or other third parties (such as credit history or employment data).
Information you voluntarily submit to us through our website or through marketing interactions (e.g., requests to be contacted or download resources).
Mobile Information Sharing Policy (A2P Required Language)
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Information sharing to subcontractors and service providers that support internal business operations—such as customer service, texting platforms, or technical infrastructure—is permitted only for the purpose of delivering the requested services.
All other use-case categories exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties, except aggregators and providers of the Text Message Services.
Categories of Information We Disclose
We may disclose non-public personal information only as permitted by law and consistent with this Privacy Notice. FAF does not sell client lists and does not sell your information to telemarketers or marketing companies.
Important A2P Notice:
The disclosures listed below do NOT apply to text messaging originator opt-in data or mobile information. These mobile data elements are never shared with any third parties, except aggregators and providers of the Text Message Services.
We may disclose NPI under the following circumstances:
To entities that perform services for us or act on our behalf, including custodians, clearing broker-dealers, investment companies, insurance companies, technology providers, and other service providers.
To broker-dealer firms that must supervise the activities of certain representatives.
To consumer reporting agencies.
To service providers who assist in account administration, client support, recordkeeping, or similar operational functions.
To your attorney, trustee, or other representatives acting in a fiduciary capacity.
To our attorneys, auditors, compliance consultants, or accountants.
To government agencies, regulators, or other parties when required by law, subpoena, or regulatory inquiry.
Text Messaging Data Exception (A2P Required Language)
All disclosures listed above exclude text messaging originator opt-in data and consent.
This information is never shared, sold, transferred, or disclosed to any third parties except aggregators and providers of the Text Message Services.
How We Use Information
We may use personal information for:
Protecting against unauthorized account access or identity theft.
Processing transactions and managing accounts.
Establishing or maintaining accounts with unaffiliated service providers (including custodians, clearing firms, or insurers).
Providing account statements, updates, and operational communications.
Complying with federal, state, and self-regulatory organization requirements.
Responding to your inquiries or providing information you have requested, including when you have provided explicit consent to be contacted.
Security Policy
We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your non-public personal information. Access is restricted to personnel who need the information to provide services to you.
Your Right to Opt Out
You may restrict FAF from sharing certain personal financial information with non-affiliated third parties, except where sharing is required by law or necessary for account servicing.
To opt out, contact us at 202-681-7202.
Note: Mobile phone numbers and text messaging opt-in data are never shared for marketing purposes, regardless of opt-out status.
Closed or Inactive Accounts
If your account is closed or becomes inactive, we continue to apply the practices described in this Privacy Notice.
Complaint Notification
Please direct complaints to:
Jason Su
Family Ai! Financial LLC
14123 Rock Canyon Dr
Centreville, VA 20121
202-681-7202