Bernie Moreno
Bernie Moreno Net Worth & Financial Disclosure
senateAnnual financial disclosure for 2023, filed August 12, 2024. Includes 119 assets and 4 liabilities.
Est. Net Worth
$154.2M
2023 annual disclosure
Total Assets
$55.7M - $252.8M
119 assets
Total Liabilities
$0
4 liabilities
Total Trades
14
From PTR filings
Trade Volume
$304K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2023 | $154.2M |
| 2024 | $139M |
| 2025 | $133.4M |
Assets by Category
Other$0 (2)
Top Stock Holdings (from trades)
All Assets (119)
| Asset | Value |
|---|---|
Bernardo Moreno Revocable Trust Dated July 2008 | N/A |
Bridget Moreno Revocable Trust dated July 10, 2008 | N/A |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| 1 | other | N/A |
| 2 | other | N/A |
| 3 | other | N/A |
| 4 | other | N/A |
Trading Sector Allocation (from PTR trades)
Real Estate$33K
Financial Services$24K
Banking$8K
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).