SurgeVest CO

Privacy Policy | SurgeVest

Privacy Policy

AM Clubhouse LLC (dba SurgeVest)  |  Effective Date: April 6, 2026  |  Last Updated: April 6, 2026

This Privacy Policy explains how AM Clubhouse LLC, doing business as SurgeVest ("we," "us," or "our"), collects, uses, and protects your personal information when you visit surgevest.com or use our services.


1. Business Information

  • Business Name: AM Clubhouse LLC (dba SurgeVest)
  • Website: https://surgevest.com
  • Email: [email protected]
  • Phone: +1 904-740-5961
  • Address: Mishawaka, Indiana, United States

2. What Information We Collect

We collect the following categories of personal information:

  • Contact Information: Full name, phone number, email address, and business address submitted through our website forms or landing pages
  • Business Details: Investing focus, CRM status, monthly budget, and other information provided when booking a strategy call
  • SMS Consent: Your explicit opt-in consent to receive SMS messages, including the date, time, and method of consent
  • Usage Data: IP address, browser type, device type, pages visited, time spent on site, and referring URLs collected automatically
  • Cookie and Pixel Data: Information collected through cookies, Meta Pixel, and Google Analytics as described in Section 5
  • Call Data: Call recordings and tracking data collected through our call tracking tools

3. How We Use Your Information

We use your information for the following purposes:

  • Delivering our lead generation, AI qualification, and CRM services
  • Sending SMS messages you have opted into (lead follow-up, appointment reminders, confirmations, business updates, and promotional offers)
  • Sending email marketing communications to opted-in contacts
  • Scheduling and confirming strategy calls via our appointment booking system
  • Leaving voicemail drops for opted-in leads and clients
  • Tracking calls to measure ad performance and improve our services
  • Running retargeting ad campaigns via Meta Pixel and Google Ads
  • Analyzing website usage through Google Analytics to improve our site
  • Complying with applicable laws and preventing fraud

4. SMS Messaging Program

How to Opt In

You may opt in to receive SMS messages from SurgeVest by submitting your phone number via our website form at surgevest.com, where clear consent language is displayed before submission, or by providing your phone number during an email signup process where SMS consent is explicitly confirmed.

Types of Messages

Once opted in, you may receive: lead follow-up messages, appointment reminders, strategy call confirmations, business updates, and promotional offers from SurgeVest (AM Clubhouse LLC).

Message Frequency and Rates

Message frequency varies. You may receive multiple messages per week. Message and data rates may apply. Standard carrier rates apply to all SMS messages.

How to Opt Out

Reply STOP to any SMS message to unsubscribe immediately. You will receive one final confirmation and no further messages. Reply HELP for assistance or contact [email protected].

🔒 NO SHARING OF SMS DATA: We do not sell, rent, share, or transfer your phone number or SMS opt-in data to any third party for marketing purposes. Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes under any circumstances.


5. Cookies and Tracking Pixels

We use the following tracking technologies on our website:

  • Google Analytics: Collects anonymous data on pages visited, session duration, and traffic sources to help us improve our site
  • Meta Pixel (Facebook): Used for ad retargeting — shows SurgeVest ads to people who have previously visited our website
  • Google Ads Pixel: Used for Google remarketing campaigns and conversion tracking
  • GoHighLevel Tracking: Used to track form submissions, page visits, and funnel performance

You may opt out of Google Analytics at tools.google.com/dlpage/gaoptout. You may manage ad preferences through your browser settings or at aboutads.info.


6. Appointment Booking

We offer appointment booking through our GoHighLevel calendar system. When you book a strategy call, we collect your name, email, phone number, and any information you provide during booking. This information is used solely to schedule and confirm your appointment and to follow up regarding our services.


7. Communications We Use

SurgeVest uses the following communication methods with opted-in contacts:

  • SMS Messaging: Sent via Twilio through GoHighLevel to opted-in leads and clients
  • Email Marketing: Sent via GoHighLevel to opted-in contacts for follow-up and promotions
  • Voicemail Drops: Pre-recorded voicemail messages delivered to opted-in leads
  • Call Tracking: Inbound and outbound calls tracked for performance measurement and quality assurance

All communications are sent only to individuals who have explicitly opted in. Every message includes opt-out instructions.


8. Third-Party Tools We Use

We use the following third-party tools to operate our business:

  • GoHighLevel: CRM, SMS, email, landing pages, and appointment booking
  • Twilio: SMS message delivery (via GoHighLevel)
  • Meta (Facebook): Paid advertising and Meta Pixel retargeting
  • Google Ads: Paid advertising and conversion tracking
  • Google Analytics: Website traffic and behavior analytics
  • Zapier: Workflow automation and data routing between platforms
  • Google Sheets: Lead data backup and team sharing

All third-party providers are contractually required to protect your data and are prohibited from using it for their own marketing purposes.


9. Geographic Scope

SurgeVest operates in and serves customers located throughout the United States, across all 50 states. Our services are intended for US-based real estate investors only.


10. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information, including:

  • SSL/TLS encrypted data transmission on our website
  • Access controls limiting who can view your personal data
  • Secure storage within GoHighLevel's enterprise-grade CRM platform
  • Regular review of our security practices and vendor agreements

11. Your Rights

  • Opt out of SMS: Reply STOP to any message
  • Opt out of email: Click Unsubscribe in any marketing email
  • Access, correct, or delete your data: Email [email protected]
  • Withdraw consent: Contact us at any time to withdraw consent for any communication

12. Age Restriction

Our services are intended for individuals 18 years of age or older. We do not knowingly collect information from anyone under 18. If you believe a minor has submitted information to us, contact [email protected] immediately.


13. Information Sharing

We do not sell your personal information. We share data only with service providers who help us deliver our services (listed in Section 8), when required by law, or in the event of a business transfer. We never share, sell, or transfer SMS opt-in data or mobile phone numbers to third parties for marketing purposes.


14. Changes to This Policy

We may update this Privacy Policy at any time. Updates will be posted at surgevest.com/privacy-policy with a new effective date. Continued use of our services after changes are posted constitutes acceptance.


15. Contact Us

AM Clubhouse LLC (dba SurgeVest)
Email: [email protected]
Phone: +1 904-740-5961
Website: surgevest.com
Address: Mishawaka, Indiana, United States
Support Hours: Monday–Friday, 9am–6pm ET

© 2026 AM Clubhouse LLC. SurgeVest is a trade name of AM Clubhouse LLC. All rights reserved.