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 * are accounts where Serviss Wealth has no direct view into the values. Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Serviss Wealth makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. Serviss Wealth makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. Serviss Wealth will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) 2025 - Asset-Map(r) Holdings, Inc. Securities are not offered through Serviss Wealth. Serviss Wealth may introduce you to to a registered portfolio manager, in which case securities are offered by Registered Representatives of these firms. . See your portfolio management agreement with your respective portfolio management firm(s) for more information on security related disclosures.