# RMG WEALTH MANAGEMENT, LLC

RMG WEALTH MANAGEMENT, LLC of PLATTEVILLE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 310363
- Type: SEC-registered investment adviser
- SEC file number: 801-119774
- Location: 1290 E MINERAL ST., PLATTEVILLE, WI, 53818
- Phone: 608-348-2274
- Latest filing: 2026-04-30
- Regulatory AUM: $914.0M
- Discretionary AUM: $873.9M
- Non-discretionary AUM: $40.1M
- Clients: 23
- Accounts: 1,170

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Kaley Ellen Bockhop | CHIEF FINANCIAL OFFICER | — |
| Jacob Edward Rosemeyer | CHIEF EXECUTIVE OFFICER | — |
| Andrew Thomas Tranel | CHIEF COMPLIANCE OFFICER | — |
| Payton Paul Simon | CHIEF INVESTMENT OFFICER | — |
| Regan Marie Shipp | CHIEF OPERATIING OFFICER | — |
| ROSEMEYER JACOB EDWARD | CHIEF EXECUTIVE OFFICER | — |
| TRANEL ANDREW THOMAS | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | — |
| Simon Payton Paul | CHIEF INVESTMENT OFFICER | — |
| SHIPP REGAN MARIE | CHIEF OPERATIING OFFICER | — |
| BOCKHOP KALEY ELLEN | CHIEF FINANCIAL OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| DUBUQUE | IA | 4 | 563-583-7400 |
| STRELING | IL | 1 | 815-857-8080 |
| GLENDALE | WI | 1 | (414) 928-8298 |
| BOSCOBEL | WI | 1 | 608-348-2274 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310363/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310363/similar
- Related entities: https://search.stillhousedata.com/firm/310363/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310363

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.