ROSEMAN WAGNER WEALTH MANAGEMENT
Rocklin, CA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(916) 652-1525
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
6 advisers found
TIDWELL WEALTH MANAGEMENT LLC
Rocklin, CA
AUM
$116.7M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
916-784-1818
PEDICORD WEALTH MANAGEMENT, LLC
Rocklin, CA
AUM
$85.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
916-596-6433
GAYLORD WEALTH MANAGEMENT, LLC
Rocklin, CA
AUM
$395K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
415-971-7529
KOLB WEALTH MANAGEMENT, LLC
Rocklin, CA
AUM
$0
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
(916) 624-0769