The ROSEMAN WAGNER WEALTH MANAGEMENT is a privately held investment adviser that advises $1.54Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ROSEMAN WAGNER WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 90.15% over the last 5-years.
The Group has been registered with the SEC for 17.88 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 4970 ROCKLIN ROAD SUITE 200, ROCKLIN, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 6 investment and 2 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $1.54Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 41 other accounts. Assets of High Net Worth Individuals clients own $1.19Bn or 77.18% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $181.52mn or 11.81% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $181.52mn in assets.
The Group discloses management fees and performance-based fees.
ROSEMAN WAGNER WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.