Joe Morelle’s net worth over time
Swipe the chart to see every year →
2018–2020 keep bare “Mortgage Loan” rows while Albany residential real property is listed; from 2021 personal-residence mortgages and HELOCs are correctly excluded. The chart starts with 2021. He took office in 2018. The House's online database has his electronic reports from 2021 on, so we can't show his wealth when he first took office. Every bar is one official report, added up the same way. Nothing is filled in between reports. Tap or hover a bar for details.
See every year as a table
| Year | Net worth range | Midpoint | Source |
| 2021 | $179K to $563K | $371K | 2021 annual report, filed May 12, 2022 |
| 2022 | $151K to $493K | $322K | 2022 annual report, filed May 24, 2023 |
| 2023 | $179K to $564K | $372K | 2023 annual report, filed May 14, 2024 |
| 2024 | $333K to $871K | $602K | 2024 annual report, filed July 25, 2025 |
| 2025 | $339K to $962K | $651K | 2025 annual report, filed August 12, 2026 |
Since the earliest online report (2021)
Compares the 2021 report with the 2025 report, using the same method for both. 2018–2020 keep bare “Mortgage Loan” rows while Albany residential real property is listed; from 2021 personal-residence mortgages and HELOCs are correctly excluded. The chart starts with 2021. He took office in 2018. The House's online database has his electronic reports from 2021 on, so we can't show his wealth when he first took office. Changes can come from a spouse’s assets, market moves, property values, new debts or how filers choose bands, and the forms do not say which. We do not guess.
What the latest report lists
| American Funds – New Perspective Fund-F1 (NPFFX), 100% Interest, 100% Interest, spouse | $250K–$500K |
| Fidelity MMKT Premium Class, joint | $15,001–$50,000 |
| Invesco Dynamic Leisure and Entertainment ETF, joint | $15,001–$50,000 |
| M&T Bank, joint | $15,001–$50,000 |
| Debts | none counted |
| Mortgage on a home not listed as an asset (left out of our totals) | $100K–$250K |
From the 2025 report filed August 12, 2026. Highlights only. The full report is linked in the sources below.
Where the money comes from
Main sources named in the disclosures and the reporting we cite. The forms don’t split the total into exact amounts, so we don’t show percentages.
Joe Morelle reported household assets minus debts of $339K to $962K, a midpoint of about $651K, on his latest financial disclosure (2025 annual report, filed August 12, 2026).
Joe Morelle has represented New York's 25th congressional district since 2018. He is a member of the Democratic Party. The district covers Rochester and nearby Monroe County suburbs such as Irondequoit and Brighton.
He served in the New York State Assembly and was appointed majority leader in 2013. After Louise Slaughter died in office he won the 2018 special election to succeed her. Early reports that keep bare mortgage-loan rows while Albany residential property is listed are left out; from 2021 personal-residence mortgages and HELOCs are correctly excluded.
What his 2025 disclosure shows
The report he filed on August 12, 2026 covers 2025. It lists 22 assets with a value, adding up to $339,000 to $962,000. The largest are American Funds – New Perspective Fund-F1 (NPFFX), 100% Interest, 100% Interest (spouse, $250K–$500K); Fidelity MMKT Premium Class (joint, $15,001–$50,000) and Invesco Dynamic Leisure and Entertainment ETF (joint, $15,001–$50,000). Another three items are listed with no value or an undetermined value, such as a pension, so they are not counted.
The report lists no debts that we count, so the range of $339,000 to $962,000 comes from the assets alone, with a midpoint of about $651,000. It also lists a mortgage on a home the report does not list as an asset. As on all our House profiles, we leave that debt out because the home's value is not counted either.
How the range has changed
Using the same method for every year, the midpoint of his disclosed range went from about $371,000 on his 2021 report to about $651,000 on his 2025 report. The lowest was about $322,000, in 2022. The chart shows five reports from 2021 to 2025, each added up the same way, and nothing is filled in between them.
These are ranges built from the value bands on each form, not exact values. They move with market prices, property values, new or paid-off debts and the bands a filer picks, and the forms do not say which of these caused a change. Like every member of Congress, Morelle does not have to report a home he lives in, cars and personal belongings, or federal retirement savings such as the Thrift Savings Plan, so his real net worth could be higher than these forms show.
Career and money timeline
- 1991
Joins the New York State Assembly.
- 2013
Becomes majority leader of the New York State Assembly.
- 2018
Wins a special election and takes office in the U.S. House.
- 2021
Earliest report in the House's online database: range of $179,000 to $563,000 (midpoint $371,000).
- 2025
Latest report: range of $339,000 to $962,000 (midpoint $651,000).
Joe Morelle net worth FAQ
What is Joe Morelle's net worth?
Joe Morelle's 2025 financial disclosure puts household assets minus debts at $339K to $962K, a midpoint of about $651K. Officials report values in ranges, so this is an estimate, not an exact figure.
Where does this number come from?
From Joe Morelle's official annual financial disclosure, filed with the Clerk of the House on August 12, 2026. We add up every asset and debt band on the form. The same method is used for every year on the chart.
Has Joe Morelle's net worth changed since taking office?
Compared with the earliest online report (2021), the low end of the range went from $179K to $339K and the high end from $563K to $962K. 2018–2020 keep bare “Mortgage Loan” rows while Albany residential real property is listed; from 2021 personal-residence mortgages and HELOCs are correctly excluded. The chart starts with 2021. He took office in 2018. The House's online database has his electronic reports from 2021 on, so we can't show his wealth when he first took office.
What are Joe Morelle's largest assets?
On his 2025 report, the largest holdings are American Funds – New Perspective Fund-F1 (NPFFX), 100% Interest, 100% Interest (spouse, $250K–$500K); Fidelity MMKT Premium Class (joint, $15,001–$50,000); Invesco Dynamic Leisure and Entertainment ETF (joint, $15,001–$50,000). Values are reported in bands, not exact amounts.
Sources
- Clerk of the U.S. House, Financial Disclosure Reports database (accessed November 7, 2026). Filings used for the chart:
- 2025 annual report (August 12, 2026)
- 2024 annual report (July 25, 2025)
- 2023 annual report (May 14, 2024)
- 2022 annual report (May 24, 2023)
- 2021 annual report (May 12, 2022)
- House Committee on Ethics, Financial Disclosure Instruction Guide (calendar year 2025). What is and isn’t reported.
- Background facts: Wikipedia, Joseph Morelle (accessed November 7, 2026). Used for career facts only, never for figures.
Photo: Nate Payne, House Creative Services, Public domain, via Wikimedia Commons.
Every number on this page comes from an official filing or the named report next to it. We never fill in years with our own guesses, and this page is not a judgment about how the money was made. How we handle estimates.