Privacy Policy

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Effective Date: 04/25/2025
Last Updated: 02/26/2026

AEE Mortgage Advisors LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, protect, and disclose information obtained through our website and in the course of providing mortgage and financing services.

By using our website, you agree to the terms outlined in this Privacy Policy.

We may collect the following types of information:

Information you voluntarily provide, including but not limited to:

• Name
   
• Email address
   
• Phone number
   
• Mailing address
   
• Financial information
   
• Employment information
   
• Income and asset details
   
• Social Security number (when required for loan applications)
   
• Other information necessary for mortgage qualification
   

When you visit our website, we may automatically collect:

• IP address
   
• Browser type
   
• Device information
   
• Pages visited
   
• Time spent on pages
   
• Referring website information
   

This data helps us improve our website performance and user experience.

We use your information to:

• Process mortgage and financing applications
   
• Communicate with you regarding your inquiry or loan
   
• Provide customized financing solutions
   
• Verify identity and prevent fraud
   
• Comply with legal and regulatory requirements
   
• Improve our website and services
   
• Send relevant service-related communications
   

We do not sell your personal information.

We may share your information with:

• Wholesale lending partners
   
• Private capital sources (as necessary for financing)
   
• Credit bureaus
   
• Title companies, appraisers, and settlement agents
   
• Regulatory or government authorities as required by law
   
• Third-party service providers who assist in operating our business
   

All third-party partners are required to maintain the confidentiality and security of your information.

We implement industry-standard safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

These measures include administrative, technical, and physical security controls designed to protect sensitive financial information.

However, no method of internet transmission is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

AEE Mortgage Advisors LLC serves professional athletes, entertainers, entrepreneurs, and investors. We understand that discretion and privacy are paramount. We treat all client information — particularly for high-visibility individuals — with strict confidentiality protocols.

Our website may use cookies and similar technologies to:

• Improve functionality
   
• Analyze site performance
   
• Enhance user experience
   

You may disable cookies through your browser settings, although doing so may limit certain website features.

Depending on your state of residence, you may have rights to:

• Request access to personal data we hold
   
• Request correction of inaccurate information
   
• Request deletion of certain personal information
   
• Opt-out of certain data uses
   

To exercise these rights, please contact us at the information below.

As a financial services provider, AEE Mortgage Advisors LLC complies with the Gramm-Leach-Bliley Act (GLBA), which governs the protection of consumers’ nonpublic personal information.

We provide required privacy notices and safeguard sensitive financial information in accordance with federal regulations.

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage users to review their privacy policies separately.

We reserve the right to update this Privacy Policy at any time. Updates will be posted on this page with a revised “Last Updated” date.

If you have questions about this Privacy Policy or how your information is handled, please contact:

AEE Mortgage Advisors LLC
105 Gambel Court Bear, DE 19701
215-880-4749
info@aeemortgageadvisors.com
NMLS: 2729807