Consumer Wealth Facts & Figures:

Analyzing the ~$67 Trillion of Consumer Households' Investable Assets, ~$167 Trillion of Consumer Households' Assets, & ~$146 Trillion of Consumer Households' Net Worth

Recently Released!!!
Date Published: August 16, 2024
Summary PowerPoint Deck: 137 Slides
Reference PowerPoint Deck: 252 Slides


The purpose of this research is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, including through an analysis of the quarterly Federal Reserve flow-of-funds report, including investable assets, financial assets, assets, liabilities, & net worth. This research is a component of Tiburon's broader research on consumer wealth.

This research starts with a brief context setting chapter, and then a review of the historical evolution of consumer wealth, including through these key phases:

  • Emergence Phase
  • Wealth Building Phase
  • Maturation Phase
This research highlights key data from the Federal Reserve's flow-of-funds report, including:

  • Consumer Households Investable Assets
  • Consumer Households Financial Assets
  • Consumer Households Assets
  • Consumer Households Liabilities
  • Consumer Households Net Worth
The research concludes with several future predictions for consumer wealth, including:

  • Slow Growth in Consumer Households Investable Assets, Reaching $84 Trillion in 2027
  • Moderate Growth in Consumer Households Financial Assets, Reaching $122 Trillion in 2027
  • Moderate Growth in Consumer Households Assets, Reaching $208 Trillion in 2027
  • Substantial Growth in Consumer Households Liabilities, Reaching $30 Trillion in 2027
  • Moderate Growth in Consumer Households Net Worth, Reaching $178 Trillion in 2027




























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Tiburon suggests that Tiburon members start by downloading the well-organized summary PowerPoint presentation and/or waching the Tiburon Webinar. Tiburon's reference PowerPoint slides are useful for further analysis, although some slides will be incomplete. Tiburon Podcasts will be recorded in 2024-2025. Tiburon members who need a username & password to access Tiburon Written Research, Tiburon Webinars, and/or Tiburon Podcasts, can click here.

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