14. Judy Chu

$1.8 million minimum net worth

Most of Chu’s (D-Monterey Park) wealth came from investments including her husband’s law practice. Chu reported at least $100,000 in a retirement account from her days as a community college instructor. Chu also carried a total of at least $150,000 in mortgage debt.

Totals

$2.0 million minimum assets
$150,000 minimum liabilities

Asset list

Rank Asset Type Owner Minimum value
1 Law Offices of Eng & Nishimura Investments Spouse $250,001
2 Preferred Bank Certificate of Deposit Bank Account Spouse $250,001
3 Vanguard Investment Account, Windsor II Mutual Fund Investments Member $250,001
4 Chase Bank Certificate of Deposit Bank Account Spouse $250,001
5 New Omni Bank Certificate of Deposit Bank Account Spouse $100,001
6 East West Bank Certificate of Deposit Bank Account Spouse $100,001
7 Vanguard Investment Account, CA Intermediate Term Bond Tax-Exempt Mutual Fund Investments Member $100,001
8 United Pacific Bank Certificate of Deposit Bank Account Spouse $100,001
9 California State Teachers Retirement System Investments Member $100,001
10 Fidelity Investment Account, Allstate Corporation (ALL) Investments Member $50,001
11 Lincoln Financial Group, Annuity Amer Legacy US--Large Blend-Growth Income Fund Investments Member $50,001
12 Wells Fargo Bank Checking Account Bank Account Spouse $50,001
13 Fidelity Investment Account, International Business Machines Corporation (IBM) Investments Member $50,001
14 Savings Plus, 401K Mid Cap Fund Investments Member $50,001
15 Savings Plus, 401K Small Cap Fund Investments Member $15,001
16 Athene Annuity and Life Company Fixed Annuity Investments Member $15,001
17 Savings Plus, 401K Large Cap Index Fund Investments Member $15,001
18 Citibank IRA--Day to Day Savings Acct Bank Account Spouse $15,001
19 Savings Plus, 457 Large Cap Fund Investments Member $15,001
20 Savings Plus, 457 Large Cap Index Fund Investments Member $15,001
21 Savings Plus, 457 Short Term Investment Fund Investments Member $15,001
22 Vanguard Investment Account, Mid-Cap Index Fund Investments Member $15,001
23 Fidelity Investment Account, Morgan Stanley (MS) Investments Member $15,001
24 Savings Plus, 457 Mid Cap Fund Investments Member $15,001
25 Savings Plus, 401K Large Cap Fund Investments Member $15,001
26 Fidelity Investment Account, Discover Financial Services (DFS) Investments Member $15,001
27 Savings Plus, 401K Short Term Investment Fund Investments Member $15,001
28 California Public Employees Retirement System Investments Member $1,001
29 Lincoln Financial Group, 403B--Delaware VIP Diversified Income Investments Member $1,001
30 Savings Plus, 401K International Fund Investments Member $1,001
31 Savings Plus, 401K Large Cap Socially Responsible Fund Investments Member $1,001
32 Savings Plus, 457 Large Cap Socially Responsible Fund Investments Member $1,001
33 Fidelity Investment Account, Cash Bank Account Member $1,001
34 Lincoln Financial Group, 403B-Delaware VIP Reit Investments Member $1,001
35 Lincoln Financial Group, Annuity Amer Legacy US--Fixed Investments Member $1,001
36 LSW-Life Insurance Co of the Southwest 403B Investments Member $1,001
37 Savings Plus, 401K Short Term Investment Fund- Cash Bank Account Member $1,001
38 Savings Plus, 457 International Fund Investments Member $1,001
39 Savings Plus, 457 Small Cap Fund Investments Member $1,001
40 TD Ameritrade Investment Account, Spxw Feb 10 2017 1925 put Investments Member $1,001
41 TD Ameritrade Investment Account, TLT Jan 13 2017 1195 put Investments Member $1,001
42 Savings Plus, 457 Short Term Investment Fund- Cash Bank Account Member $1,001
43 Zurich Advantage III, 403B--Balanced- DWS Global Income Builder VIP Investments Member $1,001
44 Zurich Advantage III, 403B--Large Cap US Stock-DWS Cap Growth VA Investments Member $1,001
45 Zurich Advantage III, 403B--Misc Fixed-DWS High Income VIP Investments Member $1,001
46 Citibank Savings Acct Bank Account Member $1
47 TD Ameritrade Investment Account, Spxw Jan 29 2016 1825 put Investments Member $1
48 TD Ameritrade Investment Account, TLT Nov 4 2016 136 call Investments Member $1
49 TD Ameritrade Investment Account, GLD Jan 15 2016 1045 call Investments Member $1
50 Fidelity Investment Account, Land's End, Inc (LE) Investments Member $1
51 Fidelity Investment Account, American Airlines Group, Inc (AAL) Investments Member $1

Liability list

Rank Creditor Type Owner Minimum value
1 Capitol Hill Tower House Cooperative Mortgage Member $100,001
2 BB&T Mortgage Member $50,001

Credits: Christina Bellantoni, Christine Mai-Duc, Javier Panzar, Julie Westfall and Sarah Wire.

About this data: These are the assets disclosed for calendar years 2014-2016 compiled by Roll Call. They are ranked from largest to smallest. Financial disclosure rules allow lawmakers to report broad ranges of minimums for both assets and liabilities, starting at $1 to $1,000 and topping out at $50 million or higher, so it is impossible to offer precise figures. The minimum values shown are how Roll Call calculated the net worth for each member.

Roll Call assigns assets and liabilities into several categories. The disclosure forms indicate if the asset or liability is owned solely by the member, by the member’s spouse, by the member’s dependent(s) or jointly owned by the member and spouse. The names of the assets and liabilities appear as they were entered on the forms filed with the clerk of the House and the Senate Select Committee on Ethics.