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ROSEMEYER MANAGEMENT GROUP
RMG WEALTH MANAGEMENT, LLC
CRD 310363 · SEC 801-119774
1290 E MINERAL ST., PLATTEVILLE, WI, 53818, United States
Phone
608-348-2274
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$914.0M
Discretionary AUM
$873.9M
Team
23 total employees; 9 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 911 | $293.2M |
| High net worth individuals | 243 | $568.1M |
| Charitable organizations | 6 | $12.6M |
| Corporations/business entities | 6 | $21.4M |
States served
AZ, CA, IL, IA, MA, MN, MT, NE, NY, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD