DAVID WU
DAVID WU Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 17 assets and 3 liabilities.
Est. Net Worth
$217K
2008 annual disclosure
Total Assets
$185K - $529K
17 assets
Total Liabilities
$80K - $200K
3 liabilities
Total Trades
4
From PTR filings
Trade Volume
$11K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $217K |
| 2009 | $182K |
| 2010 | $143K |
| 2011 | $185K |
Assets by Category
Real Estate$175K (1)
Stocks$90K (6)
Mutual Funds$75K (1)
Retirement & Pension$17K (4)
Bank & Cash$501 (2)
LLC / Partnership$0 (1)
Other$0 (2)
Top Stock Holdings (from trades)
All Assets (17)
| Asset | Value |
|---|---|
1602 SE Flavel St Portland, OR, US | $100,001 - $250,000 |
Agere Systems SEP-IRA | $1 - $1,000 |
Ameritrade Money Market IRA & listed dividends from IRA stocks | $1,001 - $15,000 |
Capitol Hill Kitchens Washington, DC, US | N/A |
| $1,001 - $15,000 | |
FQ Cutter Capital Group SEP-IRA | $1 - $1,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Loan to David Wu for Congress | N/A |
Merrill Lynch Cash Acct IRA | $1 - $1,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Vanguard Health Care Fund SEP-IRA | $50,001 - $100,000 |
Wright-Patman Congressional Federal Credit Union IRA (not self directed) | N/A |
Wu Family Trust (excepted trust) | N/A |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Washington Mutual Bank, Milwaukee, WI and George Reimiller | other | $15,001 - $50,000 |
| Washington Mutual Bank, Milwaukee, WI | mortgage | $50,001 - $100,000 |
| Wright Pattman Visa | credit card | $15,001 - $50,000 |
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).