Legal Notices

1. General Information

Dogpatch Wealth is a registered investment adviser (RIA) in the State of California. Registration as an investment adviser does not imply a certain level of skill or training. The information on this website is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services to anyone in any jurisdiction where such a solicitation or offer would be unlawful.

2. Disclosures

  • No Guarantee of Future Results
    Past performance is not indicative of future results. All investments carry risks, including the potential loss of principal. Clients and prospective clients should carefully evaluate their financial situation and objectives before making any investment decisions.

  • Third-Party Information
    This website may contain links to third-party websites or content. Dogpatch Wealth is not responsible for the accuracy, completeness, or reliability of any information on third-party websites and does not endorse their content.

  • Assumptions and Limitations
    Any financial projections or performance estimates displayed on this site are based on assumptions and are subject to change without notice.

3. Terms of Use

By using this website, you agree to abide by its terms and conditions. Unauthorized use, reproduction, or distribution of any content, logos, or proprietary information is strictly prohibited.

4. Regulatory Disclosures

Dogpatch Wealth files Form ADV with the U.S. Securities and Exchange Commission (SEC). Copies of Form ADV Parts 1, 2A, and 2B are available upon request.

5. Important Regulatory Notices

  • California-Specific Disclosures
    Dogpatch Wealth complies with the California Code of Regulations and Business and Professions Code.

  • Fiduciary Duty
    As a registered investment adviser, Dogpatch Wealth acts as a fiduciary for its clients and is obligated to put their interests first.

6. Intellectual Property

All materials on this website, including but not limited to text, graphics, and logos, are the property of Dogpatch Wealth unless otherwise noted. Unauthorized use is prohibited.

7. Updates to Legal Notices

These Legal Notices are subject to change without notice. Clients and visitors are encouraged to review this page periodically to stay informed about any updates.