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ROSEMAN WAGNER WEALTH MANAGEMENT
ROCKLIN, CA
(916) 652-1525
SEC #801-69561Total AUM
$1.5B
Employees
8Clients
624Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4970 ROCKLIN ROAD
SUITE 200
ROCKLIN
CA 95677
United States
SUITE 200
ROCKLIN
CA 95677
United States
Operating Hours
8AM TO 4PM
Monday - Friday
Monday - Friday
Phone
(916) 652-1525
Other Offices
2
Financials
Total AUM
$1.5B
Accounts
1,602Discretionary
$1.5B
Accounts
1,602Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
307AUM
$76.6M
HNW Individual Clients
273AUM
$1.2B
Pooled Vehicle Clients
1AUM
$181.5M
Pension/Profit Sharing Plan Clients
36AUM
$60M
Charitable Organization Clients
5AUM
$10.6M
Corporation or Business Clients
1AUM
$22.1M
Other Clients
1AUM
$62K
Description of Other Clients
INVESTMENT CLUB
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIDMTNENHNVORTXUTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.