RMG WEALTH MANAGEMENT, LLC

RMG WEALTH MANAGEMENT, LLC of PLATTEVILLE, WI is an SEC-registered investment adviser (CRD 310363). Regulatory assets under management: $914.0M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (10)

NameRoleLocation
Kaley Ellen BockhopCHIEF FINANCIAL OFFICER
Jacob Edward RosemeyerCHIEF EXECUTIVE OFFICER
Andrew Thomas TranelCHIEF COMPLIANCE OFFICER
Payton Paul SimonCHIEF INVESTMENT OFFICER
Regan Marie ShippCHIEF OPERATIING OFFICER
ROSEMEYER JACOB EDWARDCHIEF EXECUTIVE OFFICER
TRANEL ANDREW THOMASCHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER
Simon Payton PaulCHIEF INVESTMENT OFFICER
SHIPP REGAN MARIECHIEF OPERATIING OFFICER
BOCKHOP KALEY ELLENCHIEF FINANCIAL OFFICER

Branch offices (4)

CityStateEmployeesPhone
DUBUQUEIA4563-583-7400
STRELINGIL1815-857-8080
GLENDALEWI1(414) 928-8298
BOSCOBELWI1608-348-2274

More on this firm