This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact-finding process. Accounts and/or assets marked with a * have not been offered, sold, or serviced by Coast Wealth Management Group or its affiliates. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Coast Wealth Management Group makes no representations as to their value.

This is not an official record of your assets, accounts, or contracts and is provided solely for your convenience and information. In the event of a discrepancy between the information shown here and official records, the official records shall take precedence.

Coast Wealth Management Group makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this information and notify us of any inaccuracies. Coast Wealth Management Group does not monitor or provide service regarding non-managed assets.

All Rights Reserved (c)2025 - Asset-Map(r) Holdings, Inc. Investment advisory services offered through Coast Wealth Management Group, a Registered Investment Advisor.