wealthschema
wealthschema/archetypes/h-01-affluent-investor-1m-3m
H-01High Net WorthAccumulationhigh tax complexity

Affluent Investor ($1M–$3M)

Household with $1M–$3M investable assets, working with RIA, diversified portfolio, estate planning in progress.

Fintech builders, financial software makers, and compliance teams use the H-01 — Affluent Investor ($1M–$3M) archetype across six of WealthSchema's synthetic household data sets to model households matching the Affluent Investor ($1M–$3M) archetype without exposing real customer PII.

Age Range
40–60
Net Worth
$1M–$5M
Cohort
High Net Worth

Schema fields covered

Every H-01 household ships with — at minimum — these JSON fields populated. The full schema is documented in the data set you purchase.

members[].age
income.combined_gross
net_worth.total
filing_status
accounts.taxable.lots[].acquisition_date
accounts.taxable.lots[].cost_basis
accounts.taxable.lots[].unrealized_pnl
taxes.wash_sale_flags
Sudden Wealth RecipientHigh Net Worth ($3M–$10M)

Get this archetype's data

Download households matching this archetype as part of a Wealth Data Set.

Browse Data Sets

Life Stage

Formation
Accumulation
Preservation
Distribution
Transfer