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Rex Colton Roseman

Investment adviser representative at Roseman Wagner Wealth Management
20 yearsExperience
2 statesRegistered in
$1.5BFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. Roseman Wagner Wealth ManagementJun 2021 to now
  2. Rwwm, Inc.May 2020 to Aug 2020
  3. Glenair, Inc.Jun 2019 to Aug 2019
  4. Rwwm, Inc.May 2018 to Aug 2018
  5. Texas Christian UniversityAug 2017 to Jun 2021
  6. Douglas Feed and Pet SupplyJun 2017 to Aug 2017
  7. StudentAug 2006 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Roseman Wagner Wealth Management

Legal name: Rwwm, Inc.

$1.5BAssets managed
622Clients
5Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7417847
Firm CRD
148221
Advisor's SEC record (opens in a new tab)
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