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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-16-2008
- Office Locations
- 3
Office Locations
About Roseman Wagner Wealth Management
Roseman Wagner Wealth Management is a Rocklin, CA RIA providing discretionary portfolio management and financial planning, with insurance planning support. The firm emphasizes asset allocation using ETFs and index funds, complemented by fixed income and select real estate/private placement exposure when appropriate, and appears geared to entrepreneurs. Custody is primarily through Raymond James, with client portal access and eMoney-based planning tools.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AARON JOHN WAGNER
Chief Compliance Officer, President
- CRD
- #3241563
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Michael Adam Di Dio
President
- CRD
- #6849685
Rex Colton Roseman
Administrative Assistant
- CRD
- #7417847
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,537,322,279 | $959,627 |
| Non-Discretionary | $0 | -- |
| Total | $1,537,322,279 | $959,627 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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