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RWWM, INC.
RWWM, INC.
ROSEMAN WAGNER WEALTH MANAGEMENT
ROCKLIN, California
·
3 registered advisors
·
CRD# 148221
SEC# 801-69561
2
(916) 652-1525
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at RWWM, INC.
3 registered advisors
Aaron John Wagner
ROCKLIN, California
CRD# 3241563
Quin F. Wagner
ROCKLIN, California
CRD# 7893747
Scott Patrick Roseman
ROCKLIN, California
CRD# 2491620
05
Office Locations
ROCKLIN, California
3 advisors
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Data sourced from SEC Form ADV filings. RWWM, INC. (CRD# 148221) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.