Rwwm, Inc.
● SEC registered since 2008CRD 148221SEC# 801-69561Rocklin, CA
Ranks #2,486 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.54B
Fund GAV
$181.5M
Private funds
1
Employees
8
Accounts
1,602
Location
Rocklin, CA
Rwwm, Inc. assets under management
Rwwm, Inc. is an investment advisory firm registered with the SEC based in Rocklin, CA. The firm has been registered since 2008. It reports $1.5 billion in regulatory assets under management and employs 8 people. Rwwm, Inc. manages 1 private fund with combined gross assets of $181.5 million, including Roseman Wagner Partners, L.P. By regulatory assets, it ranks 2,486 of 6,004 private fund managers.
Rwwm, Inc. private funds
1 funds · $181.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Roseman Wagner Partners, L.P. | Hedge | $181.5M | — |
Rwwm, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron John Wagner Control | President & Chief Compliance Officer | Under 5% | 2008 |
| Roseman Family Trust 12/26/2018 | Member | Under 5% | 2022 |
| Spr 2023 Irrevocable Trust Dtd. 10/02/23 Control | Owner | 25-50% | 2023 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rwwm, Inc. manage?
Rwwm, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Rwwm, Inc. manage?
Rwwm, Inc. manages 1 private funds with combined gross assets of $181.5 million.
How many employees does Rwwm, Inc. have?
Rwwm, Inc. reports 8 employees.
Where is Rwwm, Inc. located?
Rwwm, Inc. is based in Rocklin, CA and has been SEC-registered since 2008.
Does Rwwm, Inc. disclose fund performance?
Rwwm, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4970 Rocklin Road, Suite 200, Rocklin, CA 95677 |
| Phone | (916) 652-1525 |
| Office hours | 8a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1507683 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.54B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
AUM vs fund managersTop 41%
Larger than 59% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.54Bregulatory AUM
Discretionary $1.54B
Service providers
Auditor
Custodian