# Create a wealth summary for the client.

**GET /api/v1/client/{client_uuid}/wealth**




## Servers
- https://api.plannrcrm.com: https://api.plannrcrm.com ()


## Authentication methods
- Personal access token & O auth2


## Parameters
### Headers
- **X-PLANNR-ACCOUNT-UUID** (string)


### Path parameters
- **client_uuid** (string)


### Query parameters
- **date** (string)
  Get the clients net worth at a particular date in history. Get current net worth when not provided.
- **filter[include_other_plans]** (boolean)
  If true then the net worth will also include other plans the client is linked to.
- **filter[include_inactive]** (boolean)
  If true then the net worth will also include inactive plans.


## Responses
### 200


#### Body: application/json (object)
- **valued_at** (string)
  The timestamp of when the networth was calculated
- **total** (object)
  The total wealth of the client at the given date
- **abstract_types** (object)
  The total wealth broken down in to plan abstract types
- **plan_types** (object)
  The total wealth broken down in to plan types


[Powered by Bump.sh](https://bump.sh)