Mandate & appetite
- Preferred strategies
- Private Equity
- Target geographies
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- Typical ticket
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- AUM
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- Real-asset allocation
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- Appetite
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Investor profile
Founded in 2008, Roseman Wagner Wealth Management is a Rocklin-based Registered Investment Adviser specializing in wealth management and financial planning for high-net-worth individuals and institutions, with a notable focus on private equity investment strategies.
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