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ROSEMEYER MANAGEMENT GROUP

PLATTEVILLE, WI · CRD 310363 · IAPD ↗ · rosemeyermg.com · 608-348-2274

$914.0MRegulatory AUM
9Advisory reps
23Employees
0Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — ROSEMEYER MANAGEMENT GROUP notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
February 2026 — ROSEMEYER MANAGEMENT GROUP reported RAUM up 32% ($691.9M -> $914.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
March 2025 — ROSEMEYER MANAGEMENT GROUP notice-filed in AZ, CA, MN, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2025 — ROSEMEYER MANAGEMENT GROUP reported RAUM up 35% ($511.2M -> $691.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
February 2024 — ROSEMEYER MANAGEMENT GROUP reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2024 — ROSEMEYER MANAGEMENT GROUP crossed $500M in regulatory AUM ($338.1M -> $511.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.