Wealth manager, independent · Platteville, WI
Rosemeyer Management Group
RMG Wealth Management, LLC · SEC-registered investment adviser · CRD 310363 · SEC 801-119774
At a glance
Rosemeyer Management Group is an SEC-registered investment adviser based in Platteville, Wisconsin, with $914 million in regulatory assets under management as of its Form ADV filed April 30, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,154 individual clients. By Form ADV it is a wealth manager, ranked 1,679th of 8,915 wealth managers and 5,647th of 17,210 SEC-registered advisers by assets.
Main office 608-348-2274rosemeyermg.comAs filed on Form ADV
- Regulatory AUM
- $914M
- Rank among wealth managers
- #1,679 of 8,915
- Rank among all SEC RIAs
- #5,647 of 17,210
- Rank in Wisconsin
- #57 of 195
- Individual clients
- 1,154
- High-net-worth clients
- 243
- Accounts
- 1,170
- Discretionary
- 96% of AUM
- Employees
- 23
- Advisory staff
- 9
- Offices
- 5
Owners and executives on its Form ADV
- Jacob E. RosemeyerChief Executive Officer
- Andrew T. TranelChief Compliance Officer
- Payton P. SimonChief Investment Officer
- Regan M. ShippChief Operatiing Officer
- Kaley E. BockhopChief Financial Officer
Custody and brokerage
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed January 2026) names Harbour Investments as the broker-dealer its advisers are registered with.
Rosemeyer is also a registered representatives of Harbour Investments, a securities broker - dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 243 | $568M | 62% |
| Individuals | 911 | $293M | 32% |
| Corporations or other businesses | 6 | $21M | 2% |
| Pension and profit sharing plans | – | $19M | 2% |
| Charitable organizations | 6 | $13M | 1% |
Disciplinary disclosures
Rosemeyer Management Group reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗rosemeyermg.com ↗
AtlasMembers
The full record on Rosemeyer Management Group
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 3,752 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Rosemeyer Management Group manage?
Rosemeyer Management Group reports $914 million in regulatory assets under management across 1,170 accounts, 96% of it on a discretionary basis, on its Form ADV filed April 30, 2026.
What kind of firm is Rosemeyer Management Group?
Rosemeyer Management Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Rosemeyer Management Group’s clients?
By assets, its largest client types are high-net-worth individuals ($568 million, 243 clients); individuals ($293 million, 911 clients); corporations or other businesses ($21 million, 6 clients).
Does Rosemeyer Management Group have any disciplinary history?
Rosemeyer Management Group reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Rosemeyer Management Group’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →