RWWM, INC.
Doing business as ROSEMAN WAGNER WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$1,537,322,279
Discretionary
$1,537,322,279
Non-discretionary
$0
Firm details
- CRD number
- 148221
- SEC file number
- 801-69561
- Main office
- ROCKLIN, CA, United States
- Employees
- 8
- SEC status
- Approved
- Website
- https://www.rosemanwagner.com
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.