# Roseman Wagner Wealth Management

Roseman Wagner Wealth Management is a RIA based in Rocklin, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Rocklin, United States
- **Region:** North America
- **Address:** Beverly Hills, CA, United States
- **Assets under management:** Undisclosed
- **Website:** rosemanwagner.com
- **LinkedIn:** https://www.linkedin.com/company/michaeldidio

## Regulatory record

- **CRD number:** 148221
- **SEC file number:** 801-69561
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148221

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Investment Advisory

## 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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Last updated: 2026-06-03T20:00:00.000Z

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