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The Great Wealth Divide

Everyone’s heard of the 80/20 rule – 80% of the money is held by 20% of the people. Well, this month we wanted to put that adage to the test and see just how big the divide is between the Mass Market (less than $100,000 in investable assets per household) and Ultra High Net Worth (more than $25 million in investable assets per household).

Although the Mass Market is comprised of 68% of the nation’s households, they hold only 5.5% of the wealth. Conversely, the extremely tiny population that makes up the Ultra High Net Worth (0.04% of U.S. households) holds 7.7% of the nation’s investable assets – that’s more than the entire Mass Market tier!

Did You Know: The Great Wealth Divide

Source: WealthComplete™ (June 2015)

Top High Net Worth Markets

Which U.S. markets have the most Ultra High Net Worth households?

  1. New York
  2. Los Angeles
  3. San Francisco
  4. Boston
  5. Miami


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