Roseman Wagner Wealth Management

Roseman Wagner Wealth Management (CRD# 148221) is a financial advisory firm headquartered in Rocklin, CA. They manage $344,689,387 in 670 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    345
    MILLION
  • Total Number of Accounts
    670
    ACCOUNTS
  • Average Account Value
    $514,462
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, MT, TX, UT

Financial Advisors at Roseman Wagner Wealth Management
Showing 1 - 3 of 3 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 23 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 15 years of experience in the finance industry.

3
Michael A. Di Dio
CRD#: 6849685
4970 Rocklin Rd., Suite 200, Rocklin, CA 95677
87
Wealthminder
score

Michael Di Dio (CRD# 6849685) is an Investment Advisor Representative working at Roseman Wagner Wealth Management in Rocklin, CA and has 1 year of experience in the finance industry.

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