Millennial Portfolio Allocation by Wealth Tier

Data-driven Marketing

The Millennial generation (birthdate 1981 – 2000) makes up approximately 14.9% of U.S. households and holds 5.4% of U.S. investable assets.

This month, we decided to take a closer look at the portfolio allocation of Millennial households by
wealth tier:

Showing allocation of Millennial households by wealth tier

Source: WealthComplete®

Millennial Income by Wealth Tier

What is the estimated household income for Millennials within each wealth tier?

  • Mass Market: $55K
  • Mass Affluent: $110K
  • Affluent: $289K

 

Want to learn more?
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