Aaron Gies Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed October 7, 2026. Includes 38 assets and 2 liabilities.

Year:

2026

Est. Net Worth

$4.3M

2026 candidate report

Total Assets

$2M - $7.4M

38 assets

Total Liabilities

$265K - $550K

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

LLC / Partnership$3M (1)

Mutual Funds$1.2M (31)

Other$450K (2)

Insurance$74K (4)

All Assets (38)

Asset	Type	Owner	Value	Income
Enchanted Mountains Vet. Care PLLC, 100% Interest NY, NY, US	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	Flow Through $100,001 - $1,000,000
401K ⇒ American Funds - SMALLCAP World Fund Inc Class R-2 Shares (RSLBX)(RSLBX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
401K ⇒ American Funds - The New Economy Fund Class R-2 Shares (RNGBX)(RNGBX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
401K ⇒ American Funds Global Balanced Fd Cl R-2 (RGBBX)(RGBBX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
401K ⇒ New Perspective Fund, Class R-2 Shares (RNPBX)(RNPBX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
401K ⇒ The Bond Fund of America, Class R-2 Shares (RBFBX)(RBFBX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
401K ⇒ The Growth Fund of America Class R-2 Shares (RGABX)(RGABX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
401K ⇒ The Income Fund of America, Class R-2 Shares (RIDBX)(RIDBX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
529 ⇒ American Funds College 2039 Fund Class 529-A (CDJAX)(CDJAX)	Mutual Funds	Spouse	$15,001 - $50,000	None
529 ⇒ American Funds College Fund 2036 Class 529-A (CCFAX)(CCFAX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Annuity ⇒ RILA	Other	Spouse	$250,001 - $500,000	Tax-Deferred
Annuity ⇒ Annuity ⇒ RILA	Other	Spouse	$50,001 - $100,000	Tax-Deferred
Brokerage Account ⇒ AMCAP Fund, Class A Shares A (AMCPX)(AMCPX)	Mutual Funds	Joint	$50,001 - $100,000	Capital Gains $2,501 - $5,000
Brokerage Account ⇒ American Balanced Fund, Class A Shs (ABALX)(ABALX)	Mutual Funds	Joint	$50,001 - $100,000	Capital Gains
Brokerage Account ⇒ American Fds, American High-Income Municipal Bond Fd, Class A (AMHIX)(AMHIX)	Mutual Funds	Joint	$15,001 - $50,000	None
Brokerage Account ⇒ American Funds Global Insight Fund Class A (AGVFX)(AGVFX)	Mutual Funds	Joint	$50,001 - $100,000	None
Brokerage Account ⇒ American Funds Inflation Linked Bond Fund - Class A (BFIAX)(BFIAX)	Mutual Funds	Joint	$15,001 - $50,000	None
Brokerage Account ⇒ American Funds Investment Co of America A (AIVSX)(AIVSX)	Mutual Funds	Joint	$50,001 - $100,000	Capital Gains $201 - $1,000
Brokerage Account ⇒ American Funds U.S. Government Money Market Fund Class A (AFAXX)(AFAXX)	Mutual Funds	Joint	$1 - $1,000	Dividends $201 - $1,000
Brokerage Account ⇒ American Mutual Fund Class A Shares (AMRMX)(AMRMX)	Mutual Funds	Joint	$50,001 - $100,000	Capital Gains
Brokerage Account ⇒ Fundamental Investors, Class A Shares (ANCFX)(ANCFX)	Mutual Funds	Joint	$100,001 - $250,000	Capital Gains $1,001 - $2,500
Brokerage Account ⇒ The Bond Fund of America, Class A Shares (ABNDX)(ABNDX)	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Brokerage Account ⇒ The Growth Fund of America Class A Shares (AGTHX)(AGTHX)	Mutual Funds	Joint	$100,001 - $250,000	Capital Gains
Brokerage Account ⇒ The Income Fund of America, Class A Shares (AMECX)(AMECX)	Mutual Funds	Joint	$1,001 - $15,000	Capital Gains, Dividends $201 - $1,000
Roth IRA ⇒ AMCAP Fund, Class A Shares A (AMCPX)(AMCPX)	Mutual Funds	Self	$1,001 - $15,000	None
Roth IRA ⇒ American Balanced Fund, Class A Shs (ABALX)(ABALX)	Mutual Funds	Self	$1,001 - $15,000	None
Roth IRA ⇒ American Funds Investment Co of America A (AIVSX)(AIVSX)	Mutual Funds	Self	$1,001 - $15,000	None
Roth IRA ⇒ The Growth Fund of America Class A Shares (AGTHX)(AGTHX)	Mutual Funds	Self	$1,001 - $15,000	None
Roth IRA ⇒ The Income Fund of America, Class A Shares (AMECX)(AMECX)	Mutual Funds	Self	$1,001 - $15,000	None
Roth IRA ⇒ Roth IRA ⇒ AMCAP Fund, Class A Shares A (AMCPX)(AMCPX)	Mutual Funds	Self	$1,001 - $15,000	None
Roth IRA ⇒ Roth IRA ⇒ American Balanced Fund, Class A Shs (ABALX)(ABALX)	Mutual Funds	Self	$1,001 - $15,000	None
Roth IRA ⇒ Roth IRA ⇒ American Funds Investment Co of America A (AIVSX)(AIVSX)	Mutual Funds	Self	$1,001 - $15,000	None
Roth IRA ⇒ Roth IRA ⇒ The Growth Fund of America Class A Shares (AGTHX)(AGTHX)	Mutual Funds	Self	$1,001 - $15,000	None
Roth IRA ⇒ Roth IRA ⇒ The Income Fund of America, Class A Shares (AMECX)(AMECX)	Mutual Funds	Self	$1,001 - $15,000	None
Whole Life Insurance ⇒ Aaron WL	Insurance	Spouse	$1,001 - $15,000	None
Whole Life Insurance ⇒ James WL	Insurance	Spouse	$1 - $1,000	None
Whole Life Insurance ⇒ Whole life policy	Insurance	Spouse	$15,001 - $50,000	None
Whole Life Insurance ⇒ Whole life policy	Insurance	Spouse	$15,001 - $50,000	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
NYSERDA	other	$15,001 - $50,000	—	—
Wells Fargo	business loan	$250,001 - $500,000	—	—

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).