Rmg Wealth Management, LLC
● SEC registered since 2020CRD 310363SEC# 801-119774Platteville, WI
Reg. AUM
$914M
Employees
23
Accounts
1,170
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 $914 million in regulatory assets under management and employs 23 people.
Rmg Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Thomas Tranel Control | Chief Compliance Officer | 50-75% | 2020 |
| Jacob Edward Rosemeyer Control | Chief Executive Officer | 10-25% | 2020 |
| Kaley Ellen Bockhop Control | Chief Financial Officer | 10-25% | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rmg Wealth Management, LLC manage?
Rmg Wealth Management, LLC reports $914 million in regulatory assets under management on its Form ADV.
How many employees does Rmg Wealth Management, LLC have?
Rmg Wealth Management, LLC reports 23 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
| Address | 1290 E Mineral St., Platteville, WI 53818 |
| Phone | 608-348-2274 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$914M▲ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$914Mregulatory AUM
Discretionary $873.9MNon-discretionary $40.1M