Privacy Policy — NTX Wealth IQ

NTX Wealth IQ is the internal operating platform of North Texas Wealth Management (“the firm”). It is used solely by the firm's personnel and processes business records of the firm — including accounting data retrieved from the firm's own QuickBooks Online company with the firm's authorization.

Data handled by this application is used only to operate the firm's business. It is not sold, shared, or disclosed to third parties except service providers that host and secure the platform (Microsoft Azure) and as required by law or regulation. Access requires firm-issued credentials and is restricted by role. Data is encrypted in transit and at rest, and access to sensitive records is audit-logged.

Questions about this policy or requests concerning data held by the platform: mike@ntxwealth.com.

For the privacy practices that apply to the firm's client relationships, see the firm's client privacy notice provided through LPL Financial.

North Texas Wealth Management · Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Last updated July 2026.