Investment adviser · CRD 148221

ROSEMAN WAGNER WEALTH MANAGEMENT

Investment adviser filing (IA)

RWWM, INC.

ROCKLIN, CA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$1.54B
Form ADV · Item 5.F
Client accounts
1,602
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals273$1,186,492,15177.2%
Pooled investment vehicles1$181,524,08911.8%
Individuals307$76,637,8835.0%
Retirement plans36$59,975,4753.9%
Corporations & businessesFewer than 5$22,056,7471.4%
Charities5$10,573,9630.7%
Other clientsFewer than 5$61,9710.0%
Filing source

Form ADV 2074927 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ROSEMAN WAGNER PARTNERS, L.P.Hedge Fund · Last reported Mar 31, 2026$182MGross asset value

Form D fundraising filings

Roseman Wagner Partners, L.P.

Auditor EISNER AMPER SAN FRANCISCO, California, United States
Custodian RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

EISNER AMPER
PCAOB 274

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source
Fund ID
805-7440887707
Reported beneficial owners
66
Minimum commitment
$0
Form D file number
021-184017

Form ADV 2074927 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

4970 ROCKLIN ROAD, SUITE 200
ROCKLIN, CA, 95677, United States

CRD 148221

Filing source

Form ADV 2074927 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.