PLATTEVILLE, WICRD 310363Latest ADV April 30, 2026
Rosemeyer Management Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Platteville, WI. Its latest Form ADV filing, dated April 30, 2026, reports $914M in regulatory assets under management, 23 employees, 4 offices, and 1,170 accounts.
Assets Under Management
$914M
Employees
23
Offices
4 offices
Total Clients
1,166
Primary office
PLATTEVILLE, WI
1290 E MINERAL ST., PLATTEVILLE, WI, United States
Top client segmentIndividuals represent 78.1% of total clients.
Top client categories% of clientsClients
1
Individuals
78.1%
911
2
HNWI
20.8%
243
3
Charitable
0.5%
6
4
Corporations
0.5%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$914Mas of April 30, 2026
Discretionary95.6%
$874M
96% of total RAUM95.6%
Non-discretionary4.4%
$40M
4% of total RAUM4.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$914M
Total Accounts1,170
10Y AUM Change+$914M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee51:1
10Y Employee Change+16 (+228.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.