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 and/or serviced by Winnacle Wealth, Altruist Financial, or its subsidiaries or affiliates (collectively, "Winnacle Wealth"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Winnacle 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. Winnacle 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. Winnacle Wealth will not monitor or provide service regarding non-managed assets. All Rights Reserved (c) ~~2020~~ - Asset-Map(r) Holdings, Inc. Winnacle Wealth, LLC ("Winnacle Wealth") is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Winnacle Wealth and its representatives are properly licensed or exempt from licensure.