Roseman Wagner Wealth Management
Roseman Wagner Wealth Management (CRD# 148221) is a financial advisory firm headquartered in Rocklin, CA. They manage $285,326,503 in 623 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management285MILLION
Total Number of Accounts623ACCOUNTS
Average Account Value$457,988
- A percentage of assets under your management
- Performance-based fees
- 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
CA, ID, MT, TX, UT
Scott Roseman (CRD# 2491620) is an Investment Advisor Representative working at Roseman Wagner Wealth Management in Rocklin, CA and has over 22 years of experience in the finance industry.
Aaron Wagner (CRD# 3241563) is an Investment Advisor Representative working at Roseman Wagner Wealth Management in Rocklin, CA and has over 14 years of experience in the finance industry.