Order Report - Portrait™ of U.S. Household Wealth 2023: The Foundation of Market Sizing Reveals the 55+ Opportunity and Wealth Market Targets
The 2023 Portrait™ of U.S. Household Wealth reports on the current breakdown of household wealth in America. This report is updated annually. Learn who controls the wealth by age and asset ranges through the Portrait Grid™.
- Nearly 130M households control $69.7T in investable assets, with growth in taxable now faster than retirement due to increasing concentration of wealth.
- Concentration of investable assets is increasing. In 2022, only 12% of total investable assets is controlled by households with <$500K, down from 23% in 2011.
- Households age 55+ control $51.4T, in part due to increasing concentration of wealth. However, among households with <$5M, Post-Retirees still dwarf all other lifestages in both asset and household terms.
- The Wealth Market $2M+ of 5.5M households with $45.3T can be understood in 3 segments ($2M-<$5M Retired, $2M-<$5M Not Retired, $5M+) with differing attitudes and behaviors.
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