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).

By the Numbers
  • Total Assets Under Management
    285
    MILLION
  • Total Number of Accounts
    623
    ACCOUNTS
  • Average Account Value
    $457,988
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, MT, TX, UT

Financial Advisors at Roseman Wagner Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Scott P. Roseman
CRD#: 2491620
4970 Rocklin Road, Suite 200, Rocklin, CA 95677
93
Wealthminder
score

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.

2
Aaron J. Wagner
CRD#: 3241563
4970 Rocklin Road, Suite 200, Rocklin, CA 95677
93
Wealthminder
score

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.

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