RWWM, Inc.
RWWM, Inc., also known as Roseman Wagner Wealth Management, is a California-based independent Registered Investment Adviser founded by principals Scott P. Roseman and Aaron J. Wagner. Headquartered in Rocklin, California, the firm provides personalized investment advisory and wealth management services, focusing on serving individual and institutional clients. As of 2025, the firm has approximately 8 employees. RWWM offers fiduciary guidance and a client-centric approach to investors seeking customized portfolio management.
Investment Strategy
RWWM, Inc. operates as a fiduciary investment adviser, managing assets on behalf of clients through individualized advisory services. The firm constructs customized portfolios based on clients' financial needs and goals, employing diversified asset allocation and emphasizing long-term, risk-adjusted returns. RWWM's strategy prioritizes capital preservation and holistic wealth management, integrating both traditional and alternative investments when appropriate, and maintaining open communication with clients for optimal financial planning.
Top Holdings
Equity Positions (22)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BABA | ALIBABA GROUP HLDG LTD | 23.95% | $290.1M | 2,557,852 | $99.20 | $113.41 | -$52.6M |
W WFC | WELLS FARGO CO NEW | 11.96% | $144.8M | 1,807,127 | $30.57 | $80.12 | +$13.0M |
D DJCO | DAILY JOURNAL CORP | 11.68% | $141.4M | 334,902 | $174.57 | $422.25 | +$12.0M |
C CRI | CARTERS INC | 10.14% | $122.8M | 4,075,791 | $39.93 | $30.13 | +$33.2M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.79% | $118.5M | 243,983 | $149.43 | $485.77 | -$13.4M |