ROSEMAN WAGNER WEALTH MANAGEMENT

4970 Rocklin Road
Suite 200
Rocklin, California 95677
Tel: (916) 652-1525

About ROSEMAN WAGNER WEALTH MANAGEMENT

ROSEMAN WAGNER WEALTH MANAGEMENT, formally registered with the SEC as ROSEMAN WAGNER WEALTH MANAGEMENT. The firm was established in 09/16/2008. They have over 3 offices throughout the country.

ROSEMAN WAGNER WEALTH MANAGEMENT is a Rocklin, California based Financial Planning firm with nearly $1,111,205,813 assets under management, offering retirement planning & investment advisory services to 1379 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148221
SEC#	801-69561
Assets Managed by Firm	$1,111,205,813
No. of Clients	1379
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1379	$1,111,205,813
Individuals (other than high net worth individuals)	238	$41,928,127
High net worth individuals	267	$889,845,080
Pension and profit sharing plans	33	$44,065,023
Charitable organizations	2	$6,489,314
Corporations or other businesses	4	$16,363,177

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