LIS LLC (Headquarters: Minato-ku, Tokyo) conducted a survey targeting affluent individuals with net financial assets of 100 million yen or more through its asset management media for the ultra-wealthy, "AFFLUENT THEORY." This survey analyzed the asset allocation status, including cash and deposits, domestic stocks, crypto assets, and real assets, as well as awareness of securities-backed loans and crypto asset-backed loans, and satisfaction with asset management consultation services among 250 individuals holding net financial assets of 100 million yen or more. The results revealed characteristics among the affluent regarding a preference for "preserving assets" and their choices for asset management consultation. Background and Objectives of the Survey In recent years, with the rise in stock market performance and the depreciation of the yen, the number of affluent and ultra-affluent individuals with net financial assets of 100 million yen or more has continued to increase. According to estimates by the Nomura Research Institute, the total number of affluent and ultra-affluent households reached 1.653 million in 2023, an increase of 11.3% from 2021. As asset scale expands, the options for asset allocation and financing are also diversifying. To date, knowledge regarding the asset management of affluent individuals has been accumulated by private banks and securities firms. However, up-to-date data, including differences based on generation and occupation, regarding the actual holdings of crypto assets and the awareness and usage of methods like "securing funds without selling assets" such as securities-backed loans and crypto asset-backed loans, had not been fully clarified. Against this backdrop, this survey aimed to examine the realities and challenges of asset management among the affluent by comprehensively analyzing asset allocation, crypto asset holdings, overseas asset ratios, awareness of collateralized loans, and asset management consultation destinations