Net worth · from the 2024 annual disclosure, filed 2025-08-05
Members report every asset and liability in a value band, never a figure. The range below is the arithmetic floor and ceiling those bands allow: assets at their minimums minus liabilities at their maximums, and the reverse. Midpoints are shown only for year-over-year comparison.
Net worth range (2024)
$461K – $2.9M
+$1.5M midpoint change vs 2018
Assets
$1.1M – $3.2M
61 line items
Liabilities
$315K – $650K
3 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $1.1M – $3.2M | $315K – $650K | $461K – $2.9M | 61 / 3 | PDF 2025-08-05 |
| 2023 | house | $963K – $2.8M | $350K – $700K | $263K – $2.4M | 55 / 3 | PDF 2024-06-19 |
| 2022 | house | $924K – $2.7M | $400K – $850K | $74K – $2.3M | 60 / 3 | PDF 2023-06-06 |
| 2021 | house | $671K – $1.8M | $400K – $850K | −$179K – $1.4M | 41 / 3 | PDF 2022-05-14 |
| 2020 | house | $953K – $2.3M | $360K – $760K | $193K – $2.0M | 39 / 3 | PDF 2021-08-12 |
| 2019 | house | $734K – $1.9M | $360K – $760K | −$26K – $1.6M | 37 / 3 | PDF 2020-08-11 |
| 2018 | house | $378K – $1.1M | $365K – $800K | −$422K – $763K | 45 / 3 | PDF 2019-05-15 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| Wealth Management LLC (10%) Interest |
Real estate | self | $250K – $500K |
| VAIPX (VAIPX) Tax-Deferred |
Mutual funds | self | $100K – $250K |
| TAHYX Pioneer High Yield Fund Class A (TAHYX) Tax-Deferred |
Mutual funds | self | $100K – $250K |
| BNDX Vanguard Total International Bond ETF (BNDX) Tax-Deferred |
ETFs | self | $100K – $250K |
| TIAA Traditional Tax-Deferred |
Real estate | self | $100K – $250K |
| GQGIX Institutional Shares (GQGIX) Tax-Deferred |
Mutual funds | self | $100K – $250K |
| VWEHX Vanguard High Yield Corporate Fund (VWEHX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| VDIPX (VDIPX) Tax-Deferred |
Mutual funds | self | $50K – $100K |
| NY Life Insurance Company - Whole Life Income |
Insurance | self | $15K – $50K |
| CREF Social Choice Account - R3 (QCSCIX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| TIAA Traditional Tax-Deferred |
Real estate | self | $15K – $50K |
| GQGIX Institutional Shares (GQGIX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| NY 529 Target Enrollment 2029 Tax-Deferred |
Retirement | self | $15K – $50K |
| CREF Social Choice Account - R4 (QSCCFX) Tax-Deferred |
Mutual funds | self | $15K – $50K |
| XLV SPDR Select Sector Fund - Health Care (XLV) Dividends |
ETFs | spouse | $15K – $50K |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Bank of America, N.A. | Equity Line of Credit | joint | $250K – $500K |
| Mohela | Loan | spouse | $50K – $100K |
| Bank of America, N.A. | Mortgage | joint | $15K – $50K |
Source: pfd_filings / pfd_assets / pfd_liabilities (House Clerk and Senate eFD annual reports, parsed). Bands are the form's own brackets; the top bracket on some forms is unbounded, which is why a ceiling can read "≥". The form does not state what secures a loan, so liability types are the filer's wording.