DAVID WU
DAVID WU Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 14, 2009. Includes 16 assets and 2 liabilities.
Est. Net Worth
$182K
2009 annual disclosure
Total Assets
$136K - $442K
16 assets
Total Liabilities
$65K - $150K
2 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$57K (7)
Mutual Funds$33K (1)
Retirement & Pension$25K (5)
Bank & Cash$501 (1)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (16)
| Asset | Value |
|---|---|
1602 SE Flavel St Portland, OR, US | $100,001 - $250,000 |
| $1 - $1,000 | |
Ameritrade Money Market IRA - reinvested dividends from IRA stocks | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
Fog Cutter Capital Group SEP-IRA | N/A |
| N/A | |
| N/A | |
| $1,001 - $15,000 | |
Merrill Lynch Cash Acct IRA | $1 - $1,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Vanguard Health Care Fund SEP-IRA | $15,001 - $50,000 |
Wu Family Trust (excepted trust) | N/A |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Washington Mutual Bank, Milwaukee, WI and George Reimiller | line of credit | $15,001 - $50,000 |
| Washington Mutual Bank, Milwaukee, WI | mortgage | $50,001 - $100,000 |
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).