Phoenix Wealth & Affluent Monitor

The Phoenix Wealth & Affluent Monitor (W&AM – formerly ‘”GWM”) is the largest, most comprehensive ongoing affluent and high net worth (HNW) tracking program on the market today. W&AM provides detailed and trended analysis of the behaviors, needs, attitudes and outlook of affluent and HNW investors and the implications for the wealth management industry.

Data are collected monthly in the U.S., and semi-annually in Canada.

Every year, Phoenix publishes its State of U.S. Wealth / Ranking of Millionaires Report.  Phoenix Market-sizing extracts provide of the number of affluent and High Net Households in the U.S. by state. State extracts provide market-sizing estimates for eight affluent and HNW market segments, for the overall state and by Core-Based Statistical Areas (CBSAs) within each state. Contact us if you are interested in purchasing these market sizing extracts.