Michael Waltz
Michael Waltz (FL-6) disclosed a net worth range between $3.3M and $10.5M in their 2023 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Disclosed net worth band, 2021 to 2023
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2024-08-13 | $3.3M – $10.5M |
| 2022 | 2024-08-13 | $3.3M – $10.4M |
| 2021 | 2022-08-13 | $5.1M – $12.2M |
Recent stock trades
No stock trade has been disclosed for this member, so there is no reconstructed portfolio and no performance estimate. Periodic transaction reports cover securities trades only — the assets above are the member's full disclosed holdings.
Assets and liabilities
Disclosed assets
The assets Michael Waltz itemised in their 2023 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Cresset Investment Account ⇒ iShares National Muni Bond ETF (MUB) | EF | — | $500K - $1M |
| Fidelity Brokerage ⇒ Invesco S&P 500 Equal Weight ETF (RSP) | EF |
$2.5K - $5K
Dividends
|
$500K - $1M |
| Fidelity Brokerage ⇒ iShares MSCI USA Quality Factor ETF (QUAL) | EF |
$2.5K - $5K
Dividends
|
$500K - $1M |
| Fidelity Brokerage ⇒ iShares National Muni Bond ETF (MUB) | EF |
$15K - $50K
Capital Gains, Dividends
|
$500K - $1M |
| Revocable Trust 2 ⇒ SPDR S&P 500 (SPY) | EF |
$5K - $15K
Dividends
|
$500K - $1M |
| Cresset Investment Account ⇒ Cresset-Diversified QOZ Fund II LP | HE |
$5K - $15K
Dividends, Interest
|
$250K - $500K |
| Cresset Investment Account ⇒ Starwood Real Estate Investment Trust Class I | HE |
$15K - $50K
Dividends
|
$250K - $500K |
| Fidelity Brokerage ⇒ SPDR S&P 500 ETF | EF |
$1K - $2.5K
Dividends
|
$250K - $500K |
| Fidelity Brokerage ⇒ Vanguard Intermediate Term Tax Exempt | MF |
$5K - $15K
Dividends
|
$250K - $500K |
| Fidelity Brokerage ⇒ Variant Alternative Income Fund (NICHX) | MF |
$15K - $50K
Dividends
|
$250K - $500K |
| Hamlin Income Fund, LP (EIF) | HE |
$2.5K - $5K
Interest
|
$250K - $500K |
| Cresset Investment Account ⇒ Cliffwater Corporate Lending Fund Class I (CCLFX) | MF |
$5K - $15K
Dividends
|
$100K - $250K |
| Fidelity Brokerage ⇒ Cliffwater Corporate Lending Fund | MF |
$15K - $50K
Dividends
|
$100K - $250K |
| Fidelity Brokerage ⇒ Harbor Small Cap Value Fund Insti Cl (HASCX) | MF |
$5K - $15K
Capital Gains, Dividends
|
$100K - $250K |
| Fidelity Brokerage ⇒ Nuveen All-American Municipal Bond Fund Class I | MF |
$201 - $1K
Dividends
|
$100K - $250K |
| Fidelity Brokerage ⇒ Schwab US Large Cap Value | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Fidelity Brokerage ⇒ Versus Capital Multi-Manager Real Estate Income Fund LLC | MF |
$5K - $15K
Dividends
|
$100K - $250K |
| Fidelity Brokerage ⇒ iShares Russell 1000 Growth ETF | EF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Fidelity IRA ⇒ Variant Alternative Income Fund (NICHX) | MF |
Tax-Deferred
|
$100K - $250K |
| Fidelity SEP IRA ⇒ Cliffwater Corporate Lending Fund | MF |
Tax-Deferred
|
$100K - $250K |
| Revocable Trust 2 ⇒ Schwab U.S. Large-Cap Value ETF (SCHV) | EF |
$2.5K - $5K
Dividends
|
$100K - $250K |
| Bitcoin | OT | — | $50K - $100K |
| BoodleAI | OT | — | $50K - $100K |
| Cresset Investment Account ⇒ Wise Origin Bitcoin Index Fund I, LP | HE | — | $50K - $100K |
| Fidelity IRA ⇒ Cliffwater Corporate Lending Fund (CCLFX) | MF |
Tax-Deferred
|
$50K - $100K |
| Fidelity IRA ⇒ iShares MSCI USA Quality Factor ETF (QUAL) | EF |
Tax-Deferred
|
$50K - $100K |
| Fidelity Roth IRA ⇒ SPDR S&P 500 ETF Trust | EF |
Tax-Deferred
|
$50K - $100K |
| Fidelity SEP IRA ⇒ Variant Alternative Income Fund (NICHX) | MF |
Tax-Deferred
|
$50K - $100K |
| Fidelity Brokerage - DC1 ⇒ Fidelity Government Money Market | BA |
$1K - $2.5K
Interest
|
$15K - $50K |
| Fidelity IRA ⇒ Harbor Small Cap Value Fund Insti Cl (HASCX) | MF |
Tax-Deferred
|
$15K - $50K |
| Fidelity IRA ⇒ Vanguard Small-Cap Growth ETF (VBK) | EF |
Tax-Deferred
|
$15K - $50K |
| Money Market Savings | BA |
$1 - $200
Interest
|
$15K - $50K |
| Revocable Trust ⇒ Fidelity Money Market Account | BA |
$1K - $2.5K
Interest
|
$15K - $50K |
| Fidelity Brokerage ⇒ Fidelity Sweep Account | BA |
$5K - $15K
Interest
|
$1K - $15K |
| Fidelity IRA ⇒ Fidelity Sweep Account | IH |
Tax-Deferred
|
$1K - $15K |
| Fidelity Roth IRA ⇒ Fidelity Brokerage Sweep Account | IH |
Tax-Deferred
|
$1K - $15K |
| Fidelity SEP IRA ⇒ Fidelity Brokerage Sweep Account | IH |
Tax-Deferred
|
$1K - $15K |
| Revocable Trust 2 ⇒ SPDR S&P 500 ETF (SPY), put option | OP | — | $1K - $15K |
| Revocable Trust 2 ⇒ SPDR S&P 500 ETF (SPY), put option | OP | — | $1K - $15K |
| USAA Savings Account | BA |
$1 - $200
Interest
|
$1K - $15K |
| Cresset Investment Account ⇒ Fidelity Brokerage Sweep | BA |
$15K - $50K
Interest
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2023 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Margin loan (Fidelity) | $500K - $1M |
| Mortgage (Planet House Lending) | $500K - $1M |
| Credit card (Citibank) | $15K - $50K |
| Personal Loan (SoFi) | $15K - $50K |
| Student loans (Nelnet) | $15K - $50K |
| Credit card (USAA) | $10K - $15K |