Richard Pan Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed August 12, 2026. Includes 31 assets and 2 liabilities.

Year:

2026

Est. Net Worth

$8.7M

2026 candidate report

Total Assets

$4.2M - $14.8M

31 assets

Total Liabilities

$510K - $1M

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Other$4.3M (8)

Real Estate$3M (1)

Mutual Funds$1.9M (18)

LLC / Partnership$175K (1)

Bank & Cash$83K (2)

Gov. Securities$8K (1)

All Assets (31)

Asset	Type	Owner	Value	Income
Checking	Bank & Cash	Joint	$1,001 - $15,000	Interest
Savings WW	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1 - $200
U.S. Savings Bonds	Gov. Securities	Joint	$1,001 - $15,000	Interest
UC Retirement Plan	Other	Self	N/A	None
Wang Pan California Properties, LLC, 100% Interest Sacramento, CA, US	Real Estate	Joint	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
Wen-Li Wang DDS, Inc., 100% Interest Sacramento, CA, US	LLC / Partnership	Spouse	$100,001 - $250,000	Dental services $100,001 - $1,000,000
401(k) RP ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Self	$250,001 - $500,000	Tax-Deferred
401(k) RP ⇒ Fidelity Diversified International Fund Class K (FDIKX)(FDIKX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
401(k) RP ⇒ Fidelity Small Cap Value Fund (FCPVX)(FCPVX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
401(k) RP ⇒ PIMCO Funds Total Return Fund Institutional Shares (PTTRX)(PTTRX)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
403(b) RP ⇒ UC Pathway 2035	Other	Self	$1,000,001 - $5,000,000	Tax-Deferred
457(b) RP ⇒ UC Diversified International Fund	Other	Self	$100,001 - $250,000	Tax-Deferred
457(b) RP ⇒ UC Domestic Equity Index Fund	Other	Self	$500,001 - $1,000,000	Tax-Deferred
Fidelity Brokerage ⇒ Fidelity California AMT Tax-Free Money Market Fund (FSPXX)(FSPXX)	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Fidelity Brokerage ⇒ Fidelity Government Money Market Fund (SPAXX)(SPAXX)	Mutual Funds	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity Brokerage WW ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Spouse	$50,001 - $100,000	Capital Gains, Dividends $201 - $1,000
Fidelity Brokerage WW ⇒ Fidelity Long-Term Treasury Bond Index Fund (FNBGX)(FNBGX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity Brokerage WW ⇒ Fidelity Short-Term Bond Index Fund (FNSOX)(FNSOX)	Mutual Funds	Spouse	N/A	Dividends
Fidelity Brokerage WW ⇒ Fidelity Stock Selector Small Cap Fund (FDSCX)(FDSCX)	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains, Dividends
Fidelity Brokerage WW ⇒ Fidelity Total International Index Fund (FTIHX)(FTIHX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends
IRA AP ⇒ Fidelity Government Money Market Fund (SPAXX)(SPAXX)	Mutual Funds	DC	$1,001 - $15,000	Tax-Deferred
IRA RP ⇒ Fidelity Oxford Street Trust: Fidelity Four-In-One Index Fund (FFNOX)(FFNOX)	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
IRA WW ⇒ Fidelity 500 Index Fund (FXAIX)(FXAIX)	Mutual Funds	Spouse	$250,001 - $500,000	Tax-Deferred
IRA WW ⇒ Fidelity Advisor Strategic Income Fund (FADMX)(FADMX)	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
IRA WW ⇒ Fidelity International Value Fund (FIVLX)(FIVLX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
IRA WW ⇒ Fidelity Small Cap Discovery Fund (FSCRX)(FSCRX)	Mutual Funds	Spouse	$100,001 - $250,000	Tax-Deferred
IRA WW ⇒ Vanguard 500 Index Fd Admiral Shs (VFIAX)(VFIAX)	Mutual Funds	Spouse	$50,001 - $100,000	Tax-Deferred
ScholarShare529 ⇒ 2028/2029 Enrollment Portfolio Passive CA	Other	Joint	$50,001 - $100,000	None
ScholarShare529 ⇒ Enrollment Year Portfolio Passive CA	Other	Joint	$50,001 - $100,000	None
UC DCP RP ⇒ UC Domestic Equity Index	Other	Self	$100,001 - $250,000	Tax-Deferred
UC DCP RP ⇒ UC International Equity Index Fund	Other	Self	$15,001 - $50,000	Tax-Deferred

Liabilities (2)

Creditor	Type	Amount	Rate	Term
The Golden 1 Credit Union	credit card	$10,000 - $15,000	—	—
Five Star Bank	mortgage	$500,001 - $1,000,000	—	—

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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).