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ROSEMAN WAGNER WEALTH MANAGEMENT
RWWM, INC.
CRD 148221 · SEC 801-69561
4970 ROCKLIN ROAD, SUITE 200, ROCKLIN, CA, 95677, United States
Phone
(916) 652-1525
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.54B
Discretionary AUM
$1.54B
Team
8 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 307 | $76.6M |
| High net worth individuals | 273 | $1.19B |
| Pooled investment vehicles | 1 | $181.5M |
| Pension/profit sharing plans | 36 | $60.0M |
| Charitable organizations | 5 | $10.6M |
States served
AZ, CA, CO, GA, ID, MT, NE, NV, OR, UT, WY, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD