Roseman Wagner Wealth Management

Asset Manager SEC-registered adviser

Legal name: Rwwm, Inc.

Rocklin, CA Website

AUM

$1.5B
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$181.5M
Gross asset value

Employees

8

Last Form D raise

Apr 2026
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

A
Aaron Wagner
President & Chief Compliance Officer
Source: SEC Form ADV
Q
Quin Wagner
Trustee, Wagner Family Trust 10/18/2022
Source: SEC Form ADV
S
Scott Roseman
Trustee, Roseman Family Trust 12/26/2018
Source: SEC Form ADV
T
Tara Roseman
Trustee, Roseman Family Trust 12/26/2018
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Roseman Wagner Partners, L.P.Hedge Fund$181.5M$33.0M60Apr 2026Warm

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
148221
SEC file number
801-69561
CIK
1507683

Sources