John R Curtis

John R Curtis Net Worth & Financial Disclosure

senate

Annual financial disclosure for 2025, filed July 14, 2026. Includes 99 assets and 2 liabilities.

Est. Net Worth
$17.9M
2025 annual disclosure
Total Assets
$8.4M - $27.3M
99 assets
Total Liabilities
$0
2 liabilities
Total Trades
28
From PTR filings
Trade Volume
$925K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2024$17.5M
2025$17.9M

Assets by Category

Other$7M (84)
Private Equity$6M (2)
Bank & Cash$325K (3)

Top Stock Holdings (from trades)

All Assets (99)

AssetValue
N/A
N/A
N/A
$50,001 - $100,000
$15,001 - $50,000
$500,001 - $1,000,000
$15,001 - $50,000
$15,001 - $50,000
$250,001 - $500,000
$100,001 - $250,000
$50,001 - $100,000
$1,001 - $15,000
$50,001 - $100,000
$1,001 - $15,000
$50,001 - $100,000
$15,001 - $50,000
$15,001 - $50,000
$50,001 - $100,000
$15,001 - $50,000
$100,001 - $250,000
$100,001 - $250,000
CALIFORNIA ST VARIOUS PURP RFDG B/E CPN
$1,001 - $15,000
CALIFORNIA ST UNIV REV STWIDE SER A B/E CPN
$1,001 - $15,000
COLO NESCO CMNTY SCH DIST IA BAM B/E PTC CPN
$1,001 - $15,000
COLORADO ST CTF PARTN RURAL SER A REV B/E CPN
$1,001 - $15,000
EASTERN HOWARD IN 3RD MILLENIUM SCH BLDG 1ST MTG REV B/E ST INCPT PTC CPN
$1,001 - $15,000
GEORGIA ST SER A B/E CPN
$1,001 - $15,000
HENDERSON CNTY NC LTD OBLIG REV B/E CPN
$1,001 - $15,000
HENNEPIN CNTY MN SALES TAX REV SER B DB B/E CPN
$1,001 - $15,000
INDIANA ST FIN AUTH WSTWTR UTIL REV 1ST LIEN RFDG CWA AUTH SER 1 B/E CPN
$1,001 - $15,000
JACKSON MI CAP IMPT BAM B/E CPN
$1,001 - $15,000
METROPOLITAN TRANSN AUTH NY REV RFDG SER D B/E CPN
$1,001 - $15,000
MISSISSIPPI ST SER B B/E CPN
$1,001 - $15,000
NORTH EAST TX REGL MOBIL AUTH REV SR LIEN REV SER A B/E CPN
$1,001 - $15,000
OLATHE KS IMPT RFDG 234 DB B/E CPN
$1,001 - $15,000
ONSLOW CNTY NC LTD OBLIG REV B/E PTC CPN
$1,001 - $15,000
OSAGE CNTY KS RFDG & IMPT SER A B/E B/Q PTC CPN
$1,001 - $15,000
PENN IN HIGH SCH BLDG CORP 1ST MTG REV B/E ST INTRCPT PTC CPN
$1,001 - $15,000
ROMEOVILLE IL B/E CPN
$1,001 - $15,000
SANGAMON LOGAN MENARD CNTYS IL CMNTY SCH DIST 015 SER A DB BAM B/E PTC CPN
$1,001 - $15,000
SKAGIT CNTY WA CONS SCH DIST 320 MT VERNON B/E CPN
$1,001 - $15,000
SOUTH CAROLINA TRANSN INFRA BK REV RFDG SER A B/E CPN
$1,001 - $15,000
SULLIVAN CNTY PA SCH DIST NT BAM B/E B/Q CR ENH CPN
$1,001 - $15,000
TEXAS WTR DEV BRD ST REVLVG FD REV B/E CPN
$1,001 - $15,000
TOLEDO OH WTRWKS REV SYS B/E CPN
$1,001 - $15,000
WEST CENTRAL IN SCH BLDG AD VALOREM PPTY TAX REV 1ST MTG B/E B/Q CR ENH CPN
$1,001 - $15,000
UTAH CNTY UT TRANSN SALES TAX RFDG REV B/E CPN
$1,001 - $15,000
Provo Rental
$500,001 - $1,000,000
Bear Lake Rental
$100,001 - $250,000
West Gate of Orem, LLC
West Gate of Orem, LLC (North Ogden, UT) 
N/A
ATI Founders, Inc.
ATI Founders, Inc. (Provo, UT) 
$500,001 - $1,000,000
Monticello Development Company, LLC
Monticello Development Company, LLC (Monticello, UT) 
N/A
Sundance Debt Partners, LLC
$1,000,001 - $5,000,000
PEG Opportunity Zone Investors LLC
$1,000,001 - $5,000,000
Peak Ventures Fund II, L.P.
Peak Ventures Fund II, L.P. (Provo, UT) 
$250,001 - $500,000
NLI DB2 LLC
NLI DB2 LLC (Salt Lake City, UT) 
N/A
NLI Falmouth, LLC
NLI Falmouth, LLC (Salt Lake City, UT) 
N/A
CP III NSW Co-Investment, LLC
CP III NSW Co-Investment (Salt Lake City, UT) 
$15,001 - $50,000
Cynosure Partners III, LP
Cynosure Partners III, LP (Salt Lake City, UT) 
$500,001 - $1,000,000
Zions Bank Checking Account
Salt Lake City, UT
$50,001 - $100,000
UFB Direct/Axos
San Diego, CA
$50,001 - $100,000
Fieldpoint Private Banking
Greenwich, CT
$100,001 - $250,000
Curtis Family Trust
N/A
John Reem Curtis SPE, LLC
John Reem Curtis SPE, LLC (North Ogden, UT) 
N/A
Action Commercial Park LLC
Action Commercial Park LLC (Provo, UT) 
N/A
CGGO - Capital Group Global Growth Equity ETF - Share class
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
SPY - State Street SPDR S&P 500 ETF Trust
$1,001 - $15,000
$100,001 - $250,000
CGGO - Capital Group Global Growth Equity ETF - Share class
$100,001 - $250,000
$100,001 - $250,000
$100,001 - $250,000
$50,001 - $100,000
$50,001 - $100,000
$50,001 - $100,000
$50,001 - $100,000
QQQM - Invesco NASDAQ 100 ETF
$100,001 - $250,000
$100,001 - $250,000
$50,001 - $100,000
$100,001 - $250,000

Liabilities (2)

CreditorTypeAmount
1otherN/A
2otherN/A

Trading Sector Allocation (from PTR trades)

Financial Services$725K
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).
John R Curtis Net Worth & Financial Disclosure 2025 – Assets & Portfolio | Congress Stock Tracker