High-Net-Worth Asset Allocation: 2026 Benchmark Report

The 2026 High-Net-Worth Asset Allocation Report presents the findings of Long Angle’s fifth annual benchmark study, examining how HNW investors allocate their wealth across asset classes and use financial services.

How it works

Membership is simple. Vetted. Built on conversation

No membership fee. No pressure to engage in any particular way. Just a vetted group of peers navigating the same stage — available whenever you need them.

Membership requirements

Confidentiality: Members commit to discretion, ensuring a secure environment.

Non-Solicitation: Our culture prohibits promoting personal financial interests.

Qualifying Candidates: We welcome applicants with + in investable assets.

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Trusted by over high-net-worth individuals.

A vetted community of people who’ve built, led, or invested, with access to high-quality opportunities, real diligence, and trusted relationships

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What our members say

"Long Angle has offered to me a level of depth and engagement that I didn't expect. I was really impressed with how friendly everyone was. There were no stupid questions."

Leigh Rowan
Founder, Savanti Travel

"Sometimes strangers become the closest vault in your life. There's a power in being in a very intimate environment, knowing you're with peers you can relate to through similar life experiences."

Kwiri Yang
8x Founder

"The ability to discuss anything—personal, career, professional, business, financial—and really feel that you've got people who genuinely have your back has been the most impactful part of the process for me."

Al Valvano
Investor & Owner-Operator

"You're hearing from people from all different parts of the country and, increasingly, all different parts of the world. It's hard today to find information that you feel you can rely on."

Christina Lewis
Founder, Beatrice Advisors

“Those forums are invaluable. Being able to consult with people in a strictly confidential setting and know that you’re not being solicited, you can’t put a price on that.”

Frederick DeWorken
CEO, BlueYeti

"I feel like I have an extension of my family and friends. There are things we can invest in, but that's not front and center. It's clearly a group of people that care about you as a person."

James Keefe
Chief Commercial Officer

Review every opportunity. Invest only when convinced.

Long Angle members can review private market opportunities, complete diligence materials and the questions other members are asking before deciding whether to participate.