Last updated: September 24, 2026

Privacy Policy

This policy explains what Homegrown Wealth Inc. collects through this website, why, and what choices you have. DRAFT — review with counsel before publishing.

Who we are

Homegrown Wealth Inc., including its Homegrown Wealth Real Estate brokerage, HW Escrow, and Homegrown Wealth Loan divisions, 9595 Wilshire Blvd., Suite 406, Beverly Hills, CA 90212, with a branch office at 407 N Maple Dr., Ground Floor, Beverly Hills, CA 90210. Phone 310-853-1438. Email Annie@homegrownwealthinc.com.

Information we collect

• Information you give us. Name, email address, phone number, the service you're interested in, and anything you type into the message field of our contact form.
• Information collected automatically. IP address, browser type, device type, pages viewed, and referring site, gathered through standard web server logs and any analytics tool we use.
• Third-party embeds. This site embeds a Google Map. Google may set cookies and collect data when that map loads. See Google's privacy policy for details.

We do not collect Social Security numbers, financial account details, or loan application data through this website. That information is collected separately through secure application systems once you begin a transaction, and is governed by the privacy notice we provide at that time.

How we use it

• To respond to your inquiry and provide brokerage, escrow, or mortgage services
• To contact you by phone, text, or email about your request
• To maintain records required by California real estate and lending regulations
• To improve the website and understand how visitors use it

Text messaging

If you check the consent box on our form, you agree to receive calls and text messages from us about your inquiry. Message and data rates may apply. Message frequency varies. Reply STOP to opt out or HELP for help. Consent is not a condition of purchasing any property or obtaining any service. We do not sell or share mobile numbers or SMS consent with third parties for marketing.

How we share information

We do not sell your personal information. We share it only with:

• Our affiliated divisions, when your transaction involves more than one of them
• Service providers who operate our website, email, and customer records systems
• Transaction parties such as lenders, title companies, and escrow officers, where necessary to complete your transaction
• Regulators, auditors, or law enforcement where required by law

Affiliated business arrangement

Homegrown Wealth Inc., Homegrown Wealth Loan, and HW Escrow are affiliated companies. A referral between them may provide a financial or other benefit to Homegrown Wealth Inc. You are not required to use any affiliated company. You receive a separate Affiliated Business Arrangement Disclosure Statement at the time of referral.

Your California privacy rights

If you are a California resident, the California Consumer Privacy Act gives you the right to:

• Know what personal information we have collected about you and how we use it
• Request deletion of your personal information, subject to legal record-keeping requirements
• Request correction of inaccurate personal information
• Opt out of the sale or sharing of personal information (we do not sell or share it)
• Be free from discrimination for exercising these rights

To exercise any of these rights, email Annie@homegrownwealthinc.com or call 310-853-1438. We will verify your identity before acting on a request.

Note: information collected in connection with a mortgage transaction may also be covered by the Gramm-Leach-Bliley Act and our separate financial privacy notice. [CONFIRM WHICH NOTICE APPLIES WITH COUNSEL.]

How long we keep it

We retain inquiry records for two to three years and transaction records for the period required by California Department of Real Estate and federal lending rules, generally three years or longer. [CONFIRM RETENTION PERIODS WITH COUNSEL.]

Security

We use reasonable administrative and technical safeguards to protect the information we hold. No method of transmission over the internet is completely secure, so please do not send sensitive financial information through our website contact form.

Children

This website is not directed to children under 13 and we do not knowingly collect information from them.

Changes

We may update this policy. The date at the top reflects the most recent revision.

Contact

Questions about this policy: Annie@homegrownwealthinc.com · 310-853-1438 · 9595 Wilshire Blvd., Suite 406, Beverly Hills, CA 90212.

This is a drafted template, not legal advice. Have counsel review before it goes live.