| Owner | Title | From | %Ownership |
|---|---|---|---|
| Wagner, Aaron, John | President & Chief Compliance Officer | 09/2008 | 25-50% |
| the Roseman Family Trust - Tara Gaye Roseman Separate Property Trust | Member | 12/2022 | 25-50% |
| Roseman, Scott, Patrick | Trustee | 12/2022 | |
| Roseman, Tara, Gaye | Trustee | 12/2022 | |
| TGR 2022 Irrevocable Trust DTD. 12/15/22 | Member | 12/2022 | 25-50% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Roseman Wagner Wealth Management | $986.40 mm | |
| Roseman Wagner Partners, L.P. | $107.40 mm | Hedge Fund |
