# Rosemeyer Management Group

> Rosemeyer Management Group is an SEC-registered investment advisory firm in Platteville, WI, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 310363
- Filed as: ROSEMEYER MANAGEMENT GROUP
- Legal name: RMG Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Platteville, WI
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310363
- AdvisorCensus page: https://advisorcensus.com/firm/rosemeyer-management-group-platteville-wi-310363

## Quick answers

**How is Rosemeyer Management Group compensated?**
On its Form ADV (Item 5.E, October 2026), Rosemeyer Management Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Rosemeyer Management Group charge?**
Its Form ADV Part 2A brochure dated January 10, 2026 states: Flat fee: $5,000 to $20,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Rosemeyer Management Group located?**
Rosemeyer Management Group's principal office is in Platteville, WI, according to its Form ADV; the May 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Rosemeyer Management Group registered with the SEC or a state?**
Rosemeyer Management Group is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310363.

**How much does Rosemeyer Management Group manage?**
Rosemeyer Management Group reports $913,963,492 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (96% discretionary).

**How have Rosemeyer Management Group's assets and staff changed since 2021?**
In the Form ADV data for Rosemeyer Management Group: Regulatory assets under management: $215,618,032 in the October 2021 data and $913,963,492 in the October 2026 data, up 324%. Total employees: 8 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rosemeyer Management Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (911); high net worth individuals (243); charitable organizations (6).

**Which custodians does Rosemeyer Management Group use?**
Rosemeyer Management Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Rosemeyer Management Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310363

**Does Rosemeyer Management Group state an account minimum?**
Its Form ADV Part 2A brochure dated January 10, 2026 says: "There are no minimum investment amounts or conditions required for establishing an account managed by Rosemeyer Management Group."

**What changed in Rosemeyer Management Group's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in MT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 10, 2026)

- Account minimum: None

> There are no minimum investment amounts or conditions required for establishing an account managed by Rosemeyer Management Group.

- Flat fee: $5,000 to $20,000 (financial planning services)

> A mutually agreed upon fixed fee is charged for financial planning services under this arrangement. There is a range in the amount of the fixed fee charged by RMG for financial planning services. The minimum fixed fee is generally $5000, and the maximum fixed fee is generally no more than $20,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $913,963,492
- Discretionary: $873,852,978
- Non-discretionary: $40,110,514

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 911 | $293,160,833 |
| High net worth individuals | 243 | $568,141,944 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $18,740,054 |
| Charitable organizations | 6 | $12,550,201 |
| Corporations or other businesses not listed above | 6 | $21,370,460 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 23 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IA, IL, MA, MN, MT, NE, NY, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Boscobel, WI
- Dubuque, IA
- Glendale, WI
- Streling, IL

### Websites listed on Form ADV (Item 1.I)
- rosemeyermg.com
- Facebook @rosemeyermanagementgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $215,618,032 | 8 | August 9, 2021 |
| October 2022 | $321,594,140 | 10 | February 8, 2022 |
| October 2023 | $338,070,147 | 9 | January 19, 2023 |
| October 2024 | $511,167,151 | 10 | February 22, 2024 |
| October 2025 | $691,857,332 | 16 | March 28, 2025 |
| October 2026 | $913,963,492 | 23 | April 30, 2026 |

Regulatory assets under management: $215,618,032 in the October 2021 data and $913,963,492 in the October 2026 data, up 324%.
Total employees: 8 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in MT.

### February 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $691,857,332 to $913,963,492 (+32%).
- Changed its office addresses in Dubuque, IA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rosemeyer Management Group (CRD 310363): Form ADV filing data as of October 2026.