W. Mitt Romney

W. Mitt Romney Net Worth & Financial Disclosure

senate

Annual financial disclosure for 2023, filed August 12, 2024. Includes 161 assets and 8 liabilities.

Est. Net Worth
$209.1M
2023 annual disclosure
Total Assets
$91.2M - $327.1M
161 assets
Total Liabilities
$0
8 liabilities
Total Trades
0
From PTR filings
Trade Volume
N/A
Midpoint of disclosed ranges

Net Worth Over Time

$209.1M$139.4M$69.7M$020232024

Assets by Category

Other$758K (12)
Bank & Cash$750K (1)

All Assets (161)

AssetValue
The W. Mitt Romney 1998 Revocable Trust
N/A
Goldman Sachs IRA #1
N/A
Goldman Sachs IRA #2
N/A
The Ann D. Romney 1998 Revocable Trust
N/A
Promissory Note with ACR Enterprises Inc
ACR Enterprises Inc (Moorpark, CA) 
$100,001 - $250,000
Gold Bullion
$250,001 - $500,000
8621 Georgia Associates LLC
8621 Georgia Associates LLC (Potomac, MD) 
N/A
Bank of America
Tampa, FL
$500,001 - $1,000,000
W. Mitt Romney 1996 Charitable Remainder Trust
N/A
Vantage 2 LLC
Vantage 2 LLC (Moorpark, CA) 
$100,001 - $250,000
Rob Rom LLC
Rob Rom LLC (Moorpark, CA) 
$15,001 - $50,000
Bain IRA
N/A
Life Insurance Trust FBO WIllard Mitt Romney
N/A

Liabilities (8)

CreditorTypeAmount
1otherN/A
2otherN/A
3otherN/A
4otherN/A
5otherN/A
6otherN/A
7otherN/A
8otherN/A
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).
W. Mitt Romney Net Worth & Financial Disclosure 2023 – Assets & Portfolio | Congress Stock Tracker