Robert J. Menendez
Representative
NJ-8
Democrat
2025 disclosure
Robert J. Menendez (NJ-8) disclosed a net worth range between -$549.9K and $1.6M in their 2025 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.
Latest net worth (band)
-$549.9K – $1.6M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
86
Disclosed liabilities
1
Disclosed net worth band, 2022 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-07-13 | -$549.9K – $1.6M |
| 2024 | 2025-07-14 | -$606.9K – $1.3M |
| 2023 | 2024-08-13 | -$703.9K – $1.1M |
| 2022 | 2024-08-13 | -$769.9K – $900K |
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 Robert J. Menendez itemised in their 2025 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.
Disclosed lines
86
Total disclosed (band)
$450.1K – $2.1M
| Description | Type | Income | Value |
|---|---|---|---|
| Lowenstein Sandler - Vanguard - 401(K) ⇒ Vanguard Target Retirement 2050 Fund (VFIFX) | MF |
Tax-Deferred
|
$100K - $250K |
| Artsy - 401(K) ⇒ Vanguard Target Retirement 2055 Fund (VFFVX) | MF |
Tax-Deferred
|
$50K - $100K |
| Voya Financial - The Morning Consult LLC 401(K) ⇒ VOYA INDEX SOLUTION 2055 PORTFOLIO CL Z (VSZHX) | MF |
Tax-Deferred
|
$50K - $100K |
| Art.sy, Inc. | PS | — | $15K - $50K |
| Betterment - IRA ⇒ Vanguard Total Stock Market ETF (VTI) | EF |
Tax-Deferred
|
$15K - $50K |
| Betterment Brokerage ⇒ Vanguard FTSE Developed Markets ETF (VEA) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Betterment Brokerage ⇒ Vanguard Total Stock Market ETF (VTI) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Charles Schwab - Brokerage #2 ⇒ Charles Schwab Cash | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental Emerging Markets Equity ETF (FNDE) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental U.S. Large Company ETF (FNDX) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Charles Schwab - Brokerage #2 ⇒ Schwab International Equity ETF (SCHF) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Charles Schwab - Brokerage #2 ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$15K - $50K |
| Chase Bank | BA | — | $15K - $50K |
| Peek - 401(K) ⇒ Vanguard Total International Stock Index Fd Admiral (VTIAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Peek - 401(K) ⇒ Vanguard Total Stock Market Index Fd Admiral Shs (VTSAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Betterment - IRA ⇒ State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | EF |
Tax-Deferred
|
$1K - $15K |
| Betterment - IRA ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM) | EF |
Tax-Deferred
|
$1K - $15K |
| Betterment - IRA ⇒ State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) | EF |
Tax-Deferred
|
$1K - $15K |
| Betterment - IRA ⇒ Vanguard FTSE Developed Markets ETF (VEA) | EF |
Tax-Deferred
|
$1K - $15K |
| Betterment - IRA ⇒ Vanguard FTSE Emerging Markets ETF (VWO) | EF |
Tax-Deferred
|
$1K - $15K |
| Betterment Brokerage ⇒ State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) | EF | — | $1K - $15K |
| Betterment Brokerage ⇒ State Street SPDR Portfolio S&P 500 ETF (SPYM) | EF | — | $1K - $15K |
| Betterment Brokerage ⇒ Vanguard FTSE Emerging Markets ETF (VWO) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Betterment Brokerage ⇒ Vanguard Global ex-U.S. Real Estate ETF (VNQI) | EF | — | $1K - $15K |
| Betterment Brokerage ⇒ Vanguard Mid-Cap ETF (VO) | EF | — | $1K - $15K |
| Betterment Brokerage ⇒ Vanguard Mid-Cap Value ETF (VOE) | EF | — | $1K - $15K |
| Betterment Brokerage ⇒ Vanguard Small-Cap ETF (VB) | EF | — | $1K - $15K |
| Betterment Brokerage ⇒ Vanguard Small-Cap Value ETF (VBR) | EF | — | $1K - $15K |
| Betterment Brokerage ⇒ Vanguard Total International Bond ETF (BNDX) | EF | — | $1K - $15K |
| Betterment Brokerage ⇒ Vanguard Value ETF (VTV) | EF | — | $1K - $15K |
| Betterment Brokerage ⇒ iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB) | EF | — | $1K - $15K |
| Betterment Brokerage ⇒ iShares National Muni Bond ETF (MUB) | EF | — | $1K - $15K |
| Charles Schwab | BA | — | $1K - $15K |
| Charles Schwab - Brokerage #1 ⇒ BlackRock Science and Technology Opportunities Portf Investor A (BGSAX) | MF |
$1K - $2.5K
Capital Gains
|
$1K - $15K |
| Charles Schwab - Brokerage #1 ⇒ Nuveen Flagship New Jersey Muni Bd Fd Cl A (NNJAX) | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage #1 ⇒ Nuveen High Yield Municipal Bd Fd Class A (NHMAX) | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage #1 ⇒ Schwab U.S. Small-Cap ETF (SCHA) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage #1 ⇒ Vanguard Small-Cap ETF (VB) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Invesco RAFI Developed Markets ex-U.S. ETF (PXF) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ SPDR Bloomberg Emerging Markets Local Bond ETF (EBND) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab Emerging Markets Equity ETF (SCHE) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental International Equity ETF (FNDF) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental International Small Equity ETF (FNDC) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab Fundamental U.S. Small Company ETF (FNDA) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab U.S. Large-Cap ETF (SCHX) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab U.S. REIT ETF (SCHH) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Schwab U.S. Small-Cap ETF (SCHA) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Vanguard FTSE All-Wld ex-US SmCp Idx ETF (VSS) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Vanguard S&P 500 ETF (VOO) | EF |
$1K - $2.5K
Capital Gains, Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Xtrackers International Real Estate ETF (HAUZ) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Charles Schwab - Brokerage ⇒ Charles Schwab Bank | BA | — | $1K - $15K |
| Charles Schwab - Brokerage ⇒ Schwab Emerging Markets Equity ETF (SCHE) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage ⇒ Schwab Fundamental Emerging Markets Equity ETF (FNDE) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage ⇒ Schwab Fundamental International Equity ETF (FNDF) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage ⇒ Schwab Fundamental International Small Equity ETF (FNDC) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage ⇒ Schwab Fundamental U.S. Large Company ETF (FNDX) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage ⇒ Schwab Fundamental U.S. Small Company ETF (FNDA) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage ⇒ Schwab International Equity ETF (SCHF) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage ⇒ Schwab Municipal Bond ETF (SCMB) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage ⇒ Schwab U.S. Large-Cap ETF (SCHX) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage ⇒ Schwab U.S. Small-Cap ETF (SCHA) | EF | — | $1K - $15K |
| Charles Schwab - Brokerage ⇒ Vanguard Tax-Exempt Bond ETF (VTEB) | EF | — | $1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Charles Schwab Bank | BA |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab 5-10 Year Corporate Bond ETF (SCHI) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Emerging Markets Equity ETF (SCHE) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Fundamental Emerging Markets Equity ETF (FNDE) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Fundamental International Equity ETF (FNDF) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Fundamental International Small Equity ETF (FNDC) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Fundamental U.S. Large Company ETF (FNDX) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Fundamental U.S. Small Company ETF (FNDA) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Intermediate-Term U.S. Treasury ETF (SCHR) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab International Equity ETF (SCHF) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab International Small-Cap Equity ETF (SCHC) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab Mortgage-Backed Securities ETF (SMBS) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab U.S. Large-Cap ETF (SCHX) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab U.S. Large-Cap Growth ETF (SCHG) | EF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - IRA Contributory ⇒ Schwab U.S. Small-Cap ETF (SCHA) | EF |
Tax-Deferred
|
$1K - $15K |
| Lowenstein Sandler - Vanguard - 401(K) ⇒ Columbia Dividend Income Fund Class I3 (CDDYX) | MF |
Tax-Deferred
|
$1K - $15K |
| Lowenstein Sandler - Vanguard - 401(K) ⇒ Vanguard Information Technology Index Fund Admiral Shs (VITAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Lowenstein Sandler - Vanguard - 401(K) ⇒ Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Lowenstein Sandler - Vanguard - 401(K) ⇒ Vanguard Small Cap Index Fd Admiral Shs (VSMAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Peek - 401(K) ⇒ Vanguard Real Estate Index Fund Admiral Shares (VGSLX) | MF |
Tax-Deferred
|
$1K - $15K |
| Peek - 401(K) ⇒ Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) | MF |
Tax-Deferred
|
$1K - $15K |
| Peek - 401(K) ⇒ Vanguard Total International Bond Index Fd Admiral Shs (VTABX) | MF |
Tax-Deferred
|
$1K - $15K |
| Charles Schwab - Brokerage #2 ⇒ Vanguard Small-Cap ETF (VB) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
1
Total disclosed (band)
$500K – $1M
| Description | Amount owed |
|---|---|
| Mortgage on primary residence (Central Loan Administration & Reporting) | $500K - $1M |