Michael Whatley Net Worth & Financial Disclosure

senate

Annual financial disclosure for 2025, filed August 13, 2026. Includes 371 assets.

Year:

2025

Est. Net Worth

$7.8M

2025 annual disclosure

Total Assets

$3.5M - $12.1M

371 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Bank & Cash$857K (7)

Other$0 (25)

All Assets (371)

Asset	Type	Owner	Value	Income
Charles Schwab SEP IRA	Other	Self	N/A	None
Charles Schwab IRA	Other	Self	N/A	None
HBW Resources, LLC 401(K) Plan	Other	Self	N/A	None
Charles Schwab Joint Brokerage Account	Other	Joint	N/A	None
Wells Fargo Gastonia, NC	Bank & Cash	Joint	$500,001 - $1,000,000	None
Wells Fargo Gastonia, NC	Bank & Cash	Joint	$50,001 - $100,000	None
Wells Fargo Gastonia, NC	Bank & Cash	Joint	$1,001 - $15,000	None
Fidelity Brokerage Account	Other	Self	N/A	None
Edward Jones IRA - Michael Jr.	Other	DC	N/A	None
Wells Fargo - Michael Jr. Gastonia, NC	Bank & Cash	DC	$1,001 - $15,000	None
Raymond James Brokerage Account - Michael Jr.	Other	DC	N/A	None
Fidelity Brokerage Account - Michael Jr.	Other	DC	N/A	None
Raymond James Brokerage Account - George	Other	DC	N/A	None
RBC Bank IRA- George	Other	DC	N/A	None
Stash UTMA Account - George	Other	DC	N/A	None
Wells Fargo - George Gastonia, NC	Bank & Cash	DC	N/A	None
529 Plan - George	Other	DC	N/A	None
Edward Jones Brokerage	Other	Spouse	N/A	None
Turret UTMA Account - Mary	Other	DC	N/A	None
529 Plan - Mary	Other	DC	N/A	None
Edward Jones IRA - Mary	Other	DC	N/A	None
Raymond James Brokerage Account - Mary	Other	DC	N/A	None
Mary Madison Cox Mason Revocable Trust	Other	Spouse	N/A	None
Edward Jones Roth IRA-Mary	Other	DC	N/A	None
RBC Individual Account-George	Other	DC	N/A	None
RBC Roth IRA--George	Other	DC	N/A	None
Wells Fargo--Mary Gastonia, NC	Bank & Cash	DC	$1,001 - $15,000	None
Edward Jones Brokerage--Mary	Other	DC	N/A	None
Edward Jones Brokerage--Michael Jr.	Other	DC	N/A	None
Edward Jones Roth IRA-Michael Jr.	Other	DC	N/A	None
Wells Fargo--George Gastonia, NC	Bank & Cash	DC	$1,001 - $15,000	None
Mary Mason Children's Trust	Other	Spouse	N/A	None

Michael Whatley trades Wealthiest members Most active traders Unknown delegation Articles

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).