Aaron Wagner

Aaron Wagner is the President and Co-Founder of RWWM, Inc., doing business as Roseman Wagner Wealth Management, a SEC-registered investment advisory firm based in Rocklin, California. Wagner co-founded the firm on September 2, 2008, as a California S-Corporation alongside his partner Scott Roseman, with whom he had previously worked at major Wall Street firms.

Wagner began his career in the financial services industry in 1999 when he joined Wachovia Securities, where he worked as a financial advisor until 2002. In 2002, he transitioned to Smith Barney, one of the premier wealth management firms at the time, where he partnered with Scott Roseman to form the Roseman Wagner Group. The two advisors built a successful practice together at Smith Barney from 2002 to 2008, serving high-net-worth individuals, corporate clients, and institutional investors.

In 2008, Wagner and Roseman made the decision to establish their own independent registered investment advisory firm, breaking away from the wirehouse model to offer more customized and flexible wealth management services. RWWM, Inc. was incorporated as an S-Corporation with Wagner holding a 25% ownership stake and Roseman holding 75%. The firm has grown significantly since its founding, now managing over $1.3 billion in discretionary assets for approximately 596 clients as of 2025.

Wagner holds Series 63 and Series 65 securities licenses and is registered to provide investment advisory services in California and Utah. As President, he oversees the firm's operations, client relationships, and investment strategies alongside his co-founder. Wagner has been active in the financial advisory profession for over 25 years, bringing extensive experience in portfolio management, financial planning, and wealth preservation strategies.

RWWM, Inc. provides comprehensive financial planning and discretionary investment management services to a diverse client base including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and businesses, charitable organizations, and Roseman Wagner Partners, L.P., a pooled private investment vehicle organized as a limited partnership.

Investment Philosophy: The firm employs a diversified investment approach utilizing individual stocks, bonds, ETFs, options, mutual funds, and other public and private securities. The investment strategy emphasizes asset allocation and portfolio construction tailored to each client's risk tolerance, time horizon, and financial objectives.

Core Investment Approach:

Private Fund Management: Wagner and Roseman serve as investment advisers to Roseman Wagner Partners, L.P., a limited partnership governed by specific investment guidelines and restrictions as outlined in the partnership agreement. This private fund vehicle allows the firm to pursue more specialized investment opportunities for qualified investors.

Client Focus: The firm primarily serves high-net-worth individuals and families, along with institutional clients including pension plans, corporations, and charitable organizations seeking comprehensive wealth management and investment advisory services.

• Discretionary investment management with active portfolio oversight
• Long-term wealth preservation and growth strategies
• Diversification across asset classes and investment vehicles
• Public market focus with selective private investment opportunities through the firm's private fund
• Portfolio customization based on individual client circumstances