Overview
Assets Under Management: $1.1 billion
Headquarters: ROCKLIN, CA
High-Net-Worth Clients: 247
Average Client Assets: $4 million
Frequently Asked Questions
RWWM, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148221), RWWM, INC. is subject to fiduciary duty under federal law.
RWWM, INC. is headquartered in ROCKLIN, CA.
RWWM, INC. serves 247 high-net-worth clients according to their SEC filing dated August 30, 2024. View client details ↓
According to their SEC Form ADV, RWWM, INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
RWWM, INC. manages $1.1 billion in client assets according to their SEC filing dated August 30, 2024.
According to their SEC Form ADV, RWWM, INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 247
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.31
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,379
Discretionary Accounts: 1,379
Regulatory Filings
CRD Number: 148221
Last Filing Date: 2024-08-30 00:00:00
Website: https://rosemanwagner.com