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ROSEMEYER MANAGEMENT GROUP
Legal name: RMG WEALTH MANAGEMENT, LLC
CRD 310363File 801-119774
APPROVED
Retail clients
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$914.0M
Above cohort median (national)
Discretionary AUM
$873.9M
Non-discretionary $40.1M
Clients
1,166
1,170 accounts
Employees
23
Above cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 12, 2020
- Principal office
- 1290 E MINERAL ST., PLATTEVILLE, WI, 53818
- Phone
- 608-348-2274
- Website
- http://www.rosemeyermg.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $914.0M
- Discretionary AUM
- $873.9M
- Non-discretionary AUM
- $40.1M
- Discretionary accounts
- 1,159
- Non-discretionary accounts
- 11
- Total accounts
- 1,170
- AUM per client
- $784K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $21.4M |
| Charitable organizations | 6 | $12.6M |
| High net worth individuals | 243 | $568.1M |
| Pension and profit sharing plans | Fewer than 5 | $18.7M |
| Individuals (other than high net worth individuals) | 911 | $293.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 16 | 23 | increased by7 |
| Feb 1, 2026 | Clients | 994 | 1,166 | increased by172 |
| Feb 1, 2026 | AUM | $691,857,332 | $913,963,492 | increased by$222,106,160 |
| Feb 1, 2026 | Accounts | 3,202 | 1,170 | decreased by2,032 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 16 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 597 | 994 | increased by397 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $321,594,140 | $691,857,332 | increased by$370,263,192 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,088 | 3,202 | increased by1,114 |
| Mar 1, 2022 | Employees | 8 | 10 | increased by2 |
| Mar 1, 2022 | Clients | 447 | 597 | increased by150 |
| Mar 1, 2022 | AUM | $215,618,032 | $321,594,140 | increased by$105,976,108 |
| Mar 1, 2022 | Accounts | 1,522 | 2,088 | increased by566 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROSEMEYER MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROSEMEYER MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.