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| Happy Holidays!! thanks for using AUM13F!! |
| RMG Wealth Management LLC
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| CRD # | 310363 |
| SEC # | 801-119774 |
| CIK # | 0001844731 |
| AUM | $691.9 M (2025-03-28) |
| Employees | 16 (50% Investors, 0% Brokers) |
| Phone | 608-348-2274 |
| Address | 1290 E Mineral St Platteville, WI 53818 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.7 | ||
| Lockheed Martin Corp | 1.6 | ||
| Nvidia Corp | 1.0 | ||
| Constellation Energy Corp | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| McDonalds Corp | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| Alliant Energy Corp | 0.6 | ||
| Deere & Co | 0.5 | ||
| Johnson & Johnson | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 795 | 248.3 |
| (b) Individuals (high net worth individuals) | 187 | 397.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 15.4 |
| (h) Charitable organizations | 6 | 10.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 20.8 |
| (n) Other | 0 | 0.0 |
| Total | 3,202 | 691.9 |
| By Discretionary | ||
| Discretionary | 3,192 | 654.6 |
| Non-Discretionary | 10 | 37.2 |
| Total | 3,202 | 691.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 691.9 | |
| Total | 3,202 | 691.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844731] |
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Keystone Wealth Services LLC
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Lipe & Dalton Inc
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NY | 0.7 |
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Parisi Gray Wealth Management LLC
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Peterson Wealth Advisors LLC
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