---
title: Wealth Asset
slug: wealth-asset
docTags: 
createdAt: 2025-11-13T12:42:29.197Z
---

The **wealth asset** table provides personal ownership data used in deriving a person’s wealth score.

| **Data Field**                   | **Key Type** | **Data Field Type** | **Recommended Character Limit** |
| -------------------------------- | ------------ | ------------------- | ------------------------------- |
| asset\_id                        | Primary Key  | String              |                                 |
| person\_id                       | Primary Key  | String              |                                 |
| asset\_ownership\_percentage     |              | Decimal(18,4)       |                                 |
| asset\_ownership\_value          |              | Decimal(18,4)       |                                 |
| asset\_classification            |              | String              |                                 |
| asset\_type                      |              | String              |                                 |
| asset\_name                      |              | String              |                                 |
| asset\_liquidity\_type           |              | String              |                                 |
| asset\_remarks                   |              | String              |                                 |
| asset\_value                     |              | Decimal(18,4)       |                                 |
| asset\_purchase\_date            |              | String              |                                 |
| asset\_related\_organization\_id |              | String              |                                 |
| asset\_organization\_ticker      |              | String              |                                 |

### Net Worth Summary Field Descriptions:

**asset\_id(PK)**
The identifier of a particular asset, which could be of any classification and type (e.g., Alternate Asset - Property).

**person\_id (PK)**
Primary key associated with each record.

**asset\_ownership\_percentage&#xD;**&#xA;The is the percentage of ownership in the asset that a person has, which may be an estimate.

**asset\_ownership\_value&#xD;**&#xA;This is the value of the ownership in the asset that a person has for their share, which may be an estimate.

**asset\_classification&#xD;**&#xA;The high-level classification of the asset from a financial perspective (Alternative Assets, Cash & Others, Common Stock, Private Holdings, or Stock Options).

**asset\_type&#xD;**&#xA;The type of the asset from a physical perspective (e.g, Cryptocurrency, Gold, Property, etc.).

**asset\_name&#xD;**&#xA;The name or identifying label of the asset (e.g., “ABC Holdings LLC”, “Tesla Inc.”).

**asset\_liquidity\_type&#xD;**&#xA;The type of the asset from an asset liquidity perspective, i.e., the ease with which the asset can be converted to cash  (e.g., Illiquid, or Liquid).

**asset\_remarks&#xD;**&#xA;Additional notes, context, or commentary about the asset, such as valuation method, market notes, or source.

**asset\_value&#xD;**&#xA;This is the current value of the asset in USD, which is usually estimated.

**asset\_purchase\_date&#xD;**&#xA;The date the asset was purchased.

**asset\_related\_organization\_id&#xD;**&#xA;The organization in which the asset represents ownership.

**asset\_organization\_ticker&#xD;**&#xA;The organization in which the asset represents ownership



