ROSEMEYER MANAGEMENT GROUP

Legal name: RMG WEALTH MANAGEMENT, LLC

CRD 310363File 801-119774

APPROVED

Retail clients

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$914.0M

Above cohort median (national)

Discretionary AUM

$873.9M

Non-discretionary $40.1M

Clients

1,166

1,170 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.