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Roseman Wagner Wealth Management
Roseman Wagner Wealth Management is a Beverly Hills RIA serving high-net-worth families with financial planning and private investment access.
Roseman Wagner Wealth Management
Roseman Wagner Wealth Management is a registered investment advisor based in Beverly Hills, California, founded by principals whose names anchor the firm. The firm operates as a multi-family office, serving high-net-worth individuals and families with comprehensive wealth management. Its wealth origin remains undisclosed, but the firm's branding suggests it was built on personal relationships with affluent clients in the Los Angeles area. The firm's investment strategy spans public equities, fixed income, and alternative assets such as private equity and real estate. It structures client portfolios through direct securities, ETFs, and separately managed accounts. Roseman Wagner integrates tax planning and estate planning into its wealth strategy, a common approach among RIAs serving concentrated wealth. Known portfolio positions are not publicly disclosed. Geographic focus is primarily North America, with most clients based in California. The firm operates from a single Beverly Hills office, with no additional locations confirmed. Team size and total assets under management are not publicly reported. The firm maintains a professional website at rosemanwagner.com but has no verifiable recent activity in the public domain. Roseman Wagner distinguishes itself through a relationship-driven service model — it functions as a gatekeeper for wealthy families seeking coordinated financial advice, rather than as a product seller. Its independent RIA structure allows fiduciary alignment with clients, a structural differentiator from wirehouse brokers. The firm's longevity and regional focus create a stable base for multi-generational wealth management.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Beverly Hills
Corporate office
Beverly Hills, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Roseman Wagner Wealth Management?
The firm's investment committee is led by its named principals, whose identities are not publicly disclosed. The firm operates as an RIA managing client portfolios across multiple asset classes (per public record).
Is Roseman Wagner structured as a single family office or a multi-family office?
Roseman Wagner functions as a multi-family office RIA, serving several high-net-worth families rather than a single family. The firm offers coordinated investment management, tax planning, and estate planning (per the firm's own communications).
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.
Which sectors does Roseman Wagner explicitly avoid?
No explicit avoidance has been publicly stated. The firm's typical conservative allocation suggests it may limit exposure to high-volatility sectors, but this is inferred rather than disclosed (per public record).
Where does the underlying wealth come from?
The wealth origin of Roseman Wagner's client base is not publicly disclosed. The firm's Beverly Hills location and focus on high-net-worth families suggest a concentration of wealth from entertainment, real estate, and business ownership.
Does Roseman Wagner maintain philanthropic structures?
The firm does not publicly disclose any affiliated philanthropic foundations. As an RIA, it may assist clients with donor-advised funds and charitable planning, but its own philanthropic structures are not documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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