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Roseman Wagner Wealth Management
ROSEMAN WAGNER WEALTH MANAGEMENT is an SEC-registered investment adviser in ROCKLIN, CA, registered since 2008. The firm manages approximately $1.5 billion...
Overview
ROSEMAN WAGNER WEALTH MANAGEMENT is an SEC-registered investment adviser in ROCKLIN, CA, registered since 2008. The firm manages approximately $1.5 billion in regulatory assets. It employs 8 staff members and 6 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Rocklin
Corporate office
Beverly Hills, CA, United States
Sector focus
Frequently asked questions
What investment stages does Roseman Wagner typically target?
The firm focuses on liquid public markets and traditional asset allocation — public equities, fixed income, and alternative investments. It does not publicly disclose involvement in venture capital or private equity direct deals.
Does Roseman Wagner participate in fund commitments or only direct deals?
Roseman Wagner structures client portfolios primarily through separately managed accounts and vehicles such as ETFs. Fund commitments are common in its alternative allocation, but the firm does not publicly detail specific fund relationships.
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