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Wealth Tier Tidbits

As we release our latest white paper, Solving the Riddle of the Mass Affluent, we wanted to share a closer look at the composition of each wealth tier. For example, did you know that only 4% of U.S. households (HHs) hold 62% of the nation’s assets?

Wealth Tier Tidbits

Source: WealthComplete® and Income360®

Spotlight on the Mass Affluent

Estimated percent of Mass Affluent assets held by generation:

  • Millennials – 6%
  • Gen X – 24%
  • Baby Boomers – 44%
  • Silent Generation – 23%
  • GI Generation – 2%

Want to learn even more about the Mass Affluent? Click here to download the white paper and learn which U.S. market has the highest percentage of Mass Affluent Millennial households. Hint – it’s in California!

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