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Rmg Wealth Management, LLC

● SEC registered since 2020CRD 310363SEC# 801-119774Platteville, WI
Export (members)
Reg. AUM
$691.9M
Employees
16
Accounts
3,202
Location
Platteville, WI

Rmg Wealth Management, LLC assets under management

Rmg Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Platteville, WI. The firm has been registered since 2020. It reports $691.9 million in regulatory assets under management and employs 16 people.
www.rosemeyermg.comView on SEC.gov ↗

Rmg Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Andrew Thomas Tranel ControlChief Compliance Officer50-75%2020
Jacob Edward Rosemeyer ControlChief Executive Officer10-25%2020
Kaley Ellen Bockhop ControlChief Financial Officer10-25%2024
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Frequently asked questions

How much does Rmg Wealth Management, LLC manage?

Rmg Wealth Management, LLC reports $691.9 million in regulatory assets under management on its Form ADV.

How many employees does Rmg Wealth Management, LLC have?

Rmg Wealth Management, LLC reports 16 employees.

Where is Rmg Wealth Management, LLC located?

Rmg Wealth Management, LLC is based in Platteville, WI and has been SEC-registered since 2020.

Does Rmg Wealth Management, LLC disclose fund performance?

Rmg Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1290 E Mineral St., Platteville, WI 53818
Phone608-348-2274
Office hours8:00 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$654.6M
Non-discretionary$37.2M
Total (RAUM)$691.9M