Roseman Wagner Wealth Management

Roseman Wagner Wealth Management (CRD# 148221) is a financial advisory firm headquartered in Rocklin, CA. They manage $1,111,205,813 in 1,379 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
4970 Rocklin Road, Suite 200, Rocklin, CA 95677
https://www.rosemanwagner.com
By the Numbers
  • Total Assets Under Management
    1,111
    MILLION
  • Total Number of Accounts
    1,379
    ACCOUNTS
  • Average Account Value
    $805,806
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, ID, MT, NE, NH, NV, OR, TX, UT, WA

Financial Advisors at Roseman Wagner Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Michael Di Dio, financial advisor Rocklin CA
Michael A. Di Dio
CRD#: 6849685
4970 Rocklin Rd., Suite 200, Rocklin, CA 95677

Michael Di Dio (CRD# 6849685) is an Investment Advisor Representative working at Roseman Wagner Wealth Management in Rocklin, CA and has over 6 years of experience in the finance industry.

2
Scott Roseman, financial advisor Rocklin CA
Scott P. Roseman
CRD#: 2491620
4970 Rocklin Road, Suite 200, Rocklin, CA 95677

Scott Roseman (CRD# 2491620) is an Investment Advisor Representative working at Roseman Wagner Wealth Management in Rocklin, CA and has over 29 years of experience in the finance industry.

3
Aaron Wagner, financial advisor Rocklin CA
Aaron J. Wagner
CRD#: 3241563
4970 Rocklin Road, Suite 200, Rocklin, CA 95677

Aaron Wagner (CRD# 3241563) is an Investment Advisor Representative working at Roseman Wagner Wealth Management in Rocklin, CA and has over 21 years of experience in the finance industry.

4
Rex Roseman, financial advisor Dallas TX
Rex C. Roseman
CRD#: 7417847
100 Crescent Court, Suite 700, Dallas, TX 75201

Rex Roseman (CRD# 7417847) is an Investment Advisor Representative working at Roseman Wagner Wealth Management in Dallas, TX and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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