RWWM, INC.
Legal name: ROSEMAN WAGNER WEALTH MANAGEMENT
CRD #148221 SEC #801-69561 ROCKLIN, CA (916) 652-1525
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
8
Clients
0
Accounts
1,473
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.3B | $0 | 8 | 0 |
| Aug 2024 | $1.1B | $1.1B | $0 | 8 | 0 |
| Mar 2024 | $1.1B | $1.1B | $0 | 8 | 0 |
| May 2023 | $986.4M | $986.4M | $0 | 8 | 0 |
| Apr 2023 | $986.4M | $986.4M | $0 | 8 | 0 |
| Mar 2023 | $986.4M | $986.4M | $0 | 8 | 0 |
| Apr 2022 | $943.3M | $943.3M | $0 | 6 | 0 |
| Mar 2022 | $943.3M | $943.3M | $0 | 6 | 0 |
| Dec 2021 | $808.5M | $808.5M | $0 | 4 | 0 |
| Nov 2021 | $808.5M | $808.5M | $0 | 4 | 0 |
| Apr 2021 | $808.5M | $808.5M | $0 | 4 | 0 |
| Mar 2021 | $808.5M | $808.5M | $0 | 4 | 0 |
| Mar 2021 | $808.5M | $808.5M | $0 | 4 | 0 |
| Jun 2020 | $517.5M | $517.5M | $0 | 4 | 0 |
| Mar 2020 | $517.5M | $517.5M | $0 | 4 | 0 |
| Mar 2019 | $452M | $452M | $0 | 5 | 0 |
| Mar 2019 | $452M | $452M | $0 | 5 | 0 |
| Feb 2019 | $440.6M | $440.6M | $0 | 5 | 0 |
| Feb 2019 | $440.6M | $440.6M | $0 | 5 | 0 |
| Apr 2018 | $440.6M | $440.6M | $0 | 5 | 0 |
| Mar 2018 | $440.6M | $440.6M | $0 | 5 | 0 |
| Mar 2017 | $344.7M | $344.7M | $0 | 3 | 300 |
| Mar 2016 | $285.3M | $285.3M | $0 | 2 | 249 |
| Mar 2015 | $260.3M | $260.3M | $0 | 2 | 200 |
| May 2014 | $212.6M | $212.6M | $0 | 2 | 200 |
| Jan 2014 | $212.6M | $212.6M | $0 | 2 | 200 |
| Jan 2013 | $132.1M | $132.1M | $0 | 3 | 200 |
| Oct 2012 | $121.2M | $121.2M | $0 | 1 | 200 |
| Sep 2012 | $121.2M | $121.2M | $0 | 1 | 200 |
| Feb 2012 | $107M | $107M | $0 | 1 | 200 |
| Jan 2012 | $107M | $107M | $0 | 1 | 200 |
| Aug 2011 | $103.4M | $103.4M | $0 | 5 | -- |
| Jul 2011 | $103.4M | $103.4M | $0 | 5 | -- |
| Mar 2011 | $103.4M | $103.4M | $0 | 5 | -- |
| Jan 2010 | $86.4M | $86.4M | $0 | 5 | -- |
| Jan 2010 | $86.4M | $86.4M | $0 | 5 | -- |
| Sep 2008 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees8
Clients0
DateMay 2023
Total AUM$986.4M
Discretionary$986.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2023
Total AUM$986.4M
Discretionary$986.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$986.4M
Discretionary$986.4M
Non-Disc.$0
Employees8
Clients0
DateApr 2022
Total AUM$943.3M
Discretionary$943.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$943.3M
Discretionary$943.3M
Non-Disc.$0
Employees6
Clients0
DateDec 2021
Total AUM$808.5M
Discretionary$808.5M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$808.5M
Discretionary$808.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$808.5M
Discretionary$808.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$808.5M
Discretionary$808.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$808.5M
Discretionary$808.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$517.5M
Discretionary$517.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$452M
Discretionary$452M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$452M
Discretionary$452M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$440.6M
Discretionary$440.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$440.6M
Discretionary$440.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$440.6M
Discretionary$440.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$440.6M
Discretionary$440.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$344.7M
Discretionary$344.7M
Non-Disc.$0
Employees3
Clients300
DateMar 2016
Total AUM$285.3M
Discretionary$285.3M
Non-Disc.$0
Employees2
Clients249
DateMar 2015
Total AUM$260.3M
Discretionary$260.3M
Non-Disc.$0
Employees2
Clients200
DateMay 2014
Total AUM$212.6M
Discretionary$212.6M
Non-Disc.$0
Employees2
Clients200
DateJan 2014
Total AUM$212.6M
Discretionary$212.6M
Non-Disc.$0
Employees2
Clients200
DateJan 2013
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees3
Clients200
DateOct 2012
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees1
Clients200
DateSep 2012
Total AUM$121.2M
Discretionary$121.2M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees1
Clients200
DateAug 2011
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$86.4M
Discretionary$86.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$86.4M
Discretionary$86.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--