Wes Climer Net Worth & Financial Disclosure

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Candidate financial disclosure for 2026, filed May 15, 2026. Includes 14 assets and 2 liabilities.

Year:

2026

Est. Net Worth

$3.4M

2026 candidate report

Total Assets

$1.4M - $6.2M

14 assets

Total Liabilities

$260K - $515K

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

LLC / Partnership$3M (1)

Mutual Funds$413K (7)

ETFs$315K (4)

Bank & Cash$65K (2)

All Assets (14)

Asset	Type	Owner	Value	Income
Wells Fargo Checking	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Climer Wealth Management Group of LPL Financial ⇒ Climer Wealth Management Group of LPL Financial Charlotte, NC, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	None
LPL Brokerage Account ⇒ American Funds SMALLCAP World A (SMCWX)(SMCWX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
LPL Brokerage Account ⇒ Cash	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
LPL Brokerage Account ⇒ Invesco Advantage Muni Income Trust II (XVKIX)(XVKIX)	Mutual Funds	Self	$15,001 - $50,000	Interest $2,501 - $5,000
LPL Brokerage Account ⇒ iShares 0-3 Month Treasury Bond ETF (SGOV)(SGOV)	ETFs	Self	$15,001 - $50,000	Interest $1,001 - $2,500
LPL Brokerage Account ⇒ iShares MSCI USA Quality Factor ETF (QUAL)(QUAL)	ETFs	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
LPL Brokerage Account ⇒ JPMorgan Liquid Assets Money Market Fund Premier Shares (PJLXX)(PJLXX)	Mutual Funds	Self	$100,001 - $250,000	Interest $5,001 - $15,000
LPL Brokerage Account ⇒ Vanguard Tax-Exempt Bond ETF (VTEB)(VTEB)	ETFs	Self	$50,001 - $100,000	Interest $1,001 - $2,500
LPL Financial 401k ⇒ DFA U.S. Targeted Value Portfolio (DFFVX)(DFFVX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
LPL Financial 401k ⇒ Dodge & Cox Stock Fund - Class I (DODGX)(DODGX)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains, Dividends $201 - $1,000
LPL Financial 401k ⇒ Global X S&P 500 Covered Call ETF (XYLD)(XYLD)	ETFs	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
LPL Financial 401k ⇒ Harbor Capital Appreciation Fund Insti Cl (HACAX)(HACAX)	Mutual Funds	Self	$15,001 - $50,000	Dividends, Interest $201 - $1,000
LPL Financial 401k ⇒ SSGA S&P 500 Index Fd (SVSPX)(SVSPX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Tristate Capital	line of credit	$250,001 - $500,000	—	—
Capital One	credit card	$10,000 - $15,000	—	—

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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).