Net Worth Summary

For: Robert Patterson

Report Date: Aug 26, 2025

Summary

Total Assets: $455,752.10
Total Liabilities: $2,022,672.74
Net Worth: -$1,566,920.64

Assets

Name (Account Title)InstitutionAccount IDTypeBalanceAs of DateOwnershipNotes
FIDELITY ACCOUNT ROBERT PATTERSON - INDIVIDUAL TODFidelityZ32-050419Investment Account$37,893.98Apr 30, 2025N/A
FIDELITY ROTH IRA ROBERT PATTERSON - ROTH INDIVIDUAL RETIREMENT ACCOUNT - FMTC CUSTODIANFidelity239-984747Retirement Account$16,185.37Apr 30, 2025N/A
FIDELITY ROLLOVER IRA ROBERT PATTERSON - ROLLOVER IRA - FIDELITY MANAGEMENT TRUST CO - CUSTODIANFidelity242-868689Retirement Account$295,173.27Apr 30, 2025N/A
FIDELITY TRADITIONAL IRA ROBERT PATTERSON - TRADITIONAL IRA - FIDELITY MANAGEMENT TRUST CO - CUSTODIANFidelity250-285798Retirement Account$76,040.71Apr 30, 2025N/A
SELF-EMPLOYED 401K FIDELITY MANAGEMENT TRUST CO - TRUSTEE - ROBERT PATTERSON CONSULTING - SELF-EMPLOYED 401K FOR THE BENEFIT OF ROBERT PATTERSON - PLAN ADMINISTRATORFidelity244-722822Retirement Account$23,384.69Apr 30, 2025N/A
Wells Fargo Premier CheckingWells Fargo9873456789Checking Account$7,074.08Apr 30, 2025N/A
Brokerage Cash ServicesWells Fargo78754545Brokerage Cash Account$0.00Apr 30, 2025N/A

Liabilities

Name (Account Title)InstitutionAccount IDTypeBalanceAs of DateOwnershipNotes
Marriott Bonvoy Credit CardChase3465Credit Card$3,577.37Apr 20, 2025N/A
Mortgage PaymentTD Bank456234987Mortgage Loan$2,019,095.37Jun 3, 2025N/A

Areas of Attention

  • The EquiTrust Life Insurance whole life policy's current cash value or accumulation value could not be determined as no recent valuation or as-of-date was provided in the document. Therefore, it has not been included in the assets.