# Rosemeyer Management Group

Rosemeyer Management Group is a RIA based in Platteville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Platteville, United States
- **Region:** North America
- **Address:** 1290 East Mineral Street, Platteville, WI 53818
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** rosemeyermg.com
- **LinkedIn:** https://www.linkedin.com/company/rosemeyer-management-group

## Regulatory record

- **CRD number:** 310363
- **SEC file number:** 801-119774
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310363

## About

Rosemeyer Management Group launched in 2010 as a fee-only registered investment advisor, deliberately avoiding commission-based product revenue. The firm works primarily with individuals, families, and business owners navigating financial transitions — retirement, career changes, divorce, or the sale of a business. Its typical client carries investable assets above $400,000, with many clustered in the $750,000 to $1,000,000 retirement-savings range. The firm builds portfolios across public equities and fixed income through individually managed accounts, IRAs, 401(k) rollovers, and trust structures. Rosemeyer integrates investment management with retirement-income planning, tax strategy, and estate coordination — treating the investment portfolio as one component of a broader household balance sheet. Geographic coverage extends across Wisconsin, Iowa, and Illinois through offices in Platteville, Milwaukee, Dubuque, Sterling, and Boscobel. Rosemeyer discloses a 5-year average client retention rate above 98%, a structural metric rare in wealth-management marketing. The firm's revenue comes exclusively from asset-based fees scaled to each client's managed balance, with fee schedules disclosed in advance. Team size and total assets under management are not publicly reported. As an RIA without a broker-dealer affiliation, Rosemeyer operates under a fiduciary standard — a structural differentiator in a Midwestern wealth market still crowded with commission-driven advisors. The firm's concentration on pre-retirees and newly retired households creates a natural client lifecycle, but it also exposes the book to longevity risk as clients decumulate assets.

## Offices

- Dubuque, IA
- Sterling, IL
- Milwaukee, WI
- Boscobel, WI

## Questions

### How does Rosemeyer generate revenue, and does it earn commissions on product sales?

Rosemeyer is a fee-only RIA. It earns no commissions from investment product sales. The firm charges an asset-based fee that scales with the amount of assets under management, disclosed in each client's personalized investment proposal with ongoing fee transparency.

### What types of clients does Rosemeyer typically serve?

The firm serves individuals, families, and business owners, many with net worth between $1 million and $15 million. Most clients are navigating a financial transition: retirement, career change, marriage, divorce, loss of a spouse, or business sale. Many have between $750,000 and $1,000,000 in dedicated retirement savings.

## Related profiles

- [Rosemawr Management](https://altss.com/profile/rosemawr-management)
- [Rosemont Investment Group](https://altss.com/profile/rosemont-investment-group)

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Last updated: 2026-08-11T02:43:31.692Z

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