RWWM is a fund manager in Rocklin with $986.40 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
263399805
SEC advisor number
801-69561
FINRA CRD number
148221
AUM ?
$986.40 mm
(as of 2 May 23)
Accounts
1,245
(as of 2 May 23)
Employees
8
(5 investment advisory or research)
Address
RWWM
4970 ROCKLIN ROAD, SUITE 200
ROCKLIN
CA 95677
4970 ROCKLIN ROAD, SUITE 200
ROCKLIN
CA 95677
Office hours
Monday - Friday, 8AM TO 4PM
Phone
916-652-1525
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wagner, Aaron, John | President & Chief Compliance Officer | 09/2008 | 25-50% |
the Roseman Family Trust - Tara Gaye Roseman Separate Property Trust | Member | 12/2022 | 25-50% |
Roseman, Scott, Patrick | Trustee | 12/2022 | |
Roseman, Tara, Gaye | Trustee | 12/2022 | |
TGR 2022 Irrevocable Trust DTD. 12/15/22 | Member | 12/2022 | 25-50% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Roseman Wagner Wealth Management | $986.40 mm | |
Roseman Wagner Partners, L.P. | $107.40 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
SC 13G/A
DAILY JOURNAL CORP
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
SC 13G/A
DAILY JOURNAL CORP
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22