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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROSEMAN FAMILY TRUST 12/26/2018 | DE | MEMBER | NA | |
| ROSEMAN FAMILY TRUST 12/26/2018 | DE | MEMBER | NA | |
| ROSEMAN FAMILY TRUST 12/26/2018 | DE | MEMBER | NA | |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| THE ROSEMAN FAMILY TRUST | DE | MEMBER | E | Control |
| THE ROSEMAN FAMILY TRUST | DE | MEMBER | E | Control |
| THE ROSEMAN FAMILY TRUST | DE | MEMBER | E | Control |
| THE ROSEMAN FAMILY TRUST | DE | MEMBER | E | Control |
| THE ROSEMAN FAMILY TRUST | DE | MEMBER | E | Control |
| THE ROSEMAN FAMILY TRUST | DE | MEMBER | E | Control |
| THE ROSEMAN FAMILY TRUST | DE | MEMBER | E | Control |
| THE ROSEMAN FAMILY TRUST | DE | MEMBER | E | Control |
| THE ROSEMAN FAMILY TRUST | DE | MEMBER | E | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| ROSEMAN, SCOTT, PATRICK | I | CHAIRMAN & SENIOR PORTFOLIO MANAGER | D | Control |
| SPR 2023 IRREVOCABLE TRUST DTD. 10/02/23 | DE | OWNER | C | Control |
| SPR 2023 IRREVOCABLE TRUST DTD. 10/02/23 | DE | OWNER | C | Control |
| SPR 2023 IRREVOCABLE TRUST DTD. 10/02/23 | DE | OWNER | C | Control |
| TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 | DE | MEMBER | C | Control |
| TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 | DE | MEMBER | C | Control |
| TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 | DE | MEMBER | C | Control |
| TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 | DE | MEMBER | C | Control |
| TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 | DE | MEMBER | C | Control |
| TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 | DE | MEMBER | C | Control |
| THE ROSEMAN FAMILY TRUST - TARA GAYE ROSEMAN SEPARATE PROPERTY TRUST | DE | MEMBER | C | |
| THE ROSEMAN FAMILY TRUST - TARA GAYE ROSEMAN SEPARATE PROPERTY TRUST | DE | MEMBER | C | |
| THE ROSEMAN FAMILY TRUST - TARA SEPARATE PROPERTY TRUST | DE | MEMBER | C | |
| WAGNER FAMILY TRUST 10/18/2022 | DE | MEMBER | C | Control |
| WAGNER FAMILY TRUST 10/18/2022 | DE | MEMBER | C | Control |
| WAGNER FAMILY TRUST 10/18/2022 | DE | MEMBER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
| WAGNER, AARON, JOHN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ROSEMAN, SCOTT, PATRICK | I | THE ROSEMAN FAMILY TRUST | F | Control |
| ROSEMAN, SCOTT, PATRICK | I | THE ROSEMAN FAMILY TRUST | F | Control |
| ROSEMAN, SCOTT, PATRICK | I | THE ROSEMAN FAMILY TRUST | F | Control |
| ROSEMAN, SCOTT, PATRICK | I | THE ROSEMAN FAMILY TRUST | F | Control |
| ROSEMAN, SCOTT, PATRICK | I | THE ROSEMAN FAMILY TRUST | F | Control |
| ROSEMAN, SCOTT, PATRICK | I | THE ROSEMAN FAMILY TRUST | F | Control |
| ROSEMAN, SCOTT, PATRICK | I | THE ROSEMAN FAMILY TRUST | F | Control |
| ROSEMAN, SCOTT, PATRICK | I | THE ROSEMAN FAMILY TRUST | F | Control |
| ROSEMAN, SCOTT, PATRICK | I | THE ROSEMAN FAMILY TRUST | F | Control |
| ROSEMAN, SCOTT, PATRICK | I | TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 | F | Control |
| ROSEMAN, SCOTT, PATRICK | I | TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 | F | Control |
| ROSEMAN, SCOTT, PATRICK | I | TGR 2022 IRREVOCABLE TRUST DTD. 12/15/22 | F | Control |
| ROSEMAN, SCOTT, PATRICK | I | ROSEMAN FAMILY TRUST 12/26/2018 | F | |
| ROSEMAN, SCOTT, PATRICK | I | ROSEMAN FAMILY TRUST 12/26/2018 | F | |
| ROSEMAN, TARA G | I | THE ROSEMAN FAMILY TRUST - TARA SEPARATE PROPERTY TRUST | F | |
| ROSEMAN, TARA, GAYE | I | THE ROSEMAN FAMILY TRUST - TARA GAYE ROSEMAN SEPARATE PROPERTY TRUST | F | |
| ROSEMAN, TARA, GAYE | I | THE ROSEMAN FAMILY TRUST - TARA GAYE ROSEMAN SEPARATE PROPERTY TRUST | F | |
| ROSEMAN, TARA, GAYE | I | ROSEMAN FAMILY TRUST 12/26/2018 | F | |
| ROSEMAN, TARA, GAYE | I | ROSEMAN FAMILY TRUST 12/26/2018 | F | |
| WAGNER, AARON, JOHN | I | WAGNER FAMILY TRUST 10/18/2022 | F | |
| WAGNER, AARON, JOHN | I | WAGNER FAMILY TRUST 10/18/2022 | F | |
| Wagner, Quin, F. | I | WAGNER FAMILY TRUST 10/18/2022 | F | |
| Wagner, Quin, F. | I | WAGNER FAMILY TRUST 10/18/2022 | F |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (13)
AZ CA FL GA ID MT NE NH NV OR TX UT WA
Address
4970 ROCKLIN ROADSUITE 200
ROCKLIN, CA 95677
United States
Phone: (916) 652-1525