Palatine Hill Wealth Management logo

Palatine Hill Wealth Management

Updated today

Client assets under management

$287,268,995

Clients

279

16% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

70

High

Average account size

$1,029,638

About

Palatine Hill Wealth Management is a registered investment adviser serving individuals (including high‑net‑worth clients), employee‑sponsored retirement plans, trusts, foundations, charities, and corporate clients. The firm manages roughly $296 million for about 279 clients through a four‑advisor team and offers discretionary and non‑discretionary investment management, integrated financial planning, and retirement plan consulting.

The firm’s investment process is centered on a written client profile and investment plan that guides asset allocation across equities, ETFs, mutual funds, and alternative investments, with ongoing portfolio review and disciplined rebalancing. Palatine Hill describes coordinating with clients’ other advisors (CPAs, estate attorneys, insurance brokers), using third‑party platforms for participant/held‑away accounts, and employing sub‑advisors and outsourced administrative tools for reporting and fee calculation.

Noteworthy aspects in the firm’s ADV include its role as sponsor and manager of the Palatine Hill Wrap Program and disclosures that the firm uses client testimonials in its advertising, both of which are uncommon among peer team firms. The brochure also discloses affiliated business relationships (an affiliated insurance agency and affiliated pooled investment vehicles that create additional custody and allocation considerations) and explicit willingness to include digital assets and related futures in appropriate accounts, all items that differentiate its service and disclosure profile from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Private / alternative investments

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Fee options

Percentage

Up to 1.00% annually, negotiable

Project-based

Hourly charges reported in SEC Part 1 but not specifically detailed in brochure

Main office location

Palatine Hill Wealth Management

148 Pierce Street, Suite 200

Birmingham MI 48009, United States

Number of offices

2

Most active in

California · Florida · Indiana · Michigan · New Hampshire · New York · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Richard M

Series 63, Series 65

Birmingham, MI

Palatine Hill Wealth Management

Richard Mida Jr. is a financial advisor at Palatine Hill Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Canopy Wealth Management and Northwestern Mutual. He serves as a director of Motor City Polo, overseeing club operations. Palatine Hill Wealth Management serves individuals, retirement plans, trusts, foundations, charities, and corporate clients. The firm manages approximately $296 million for about 279 clients, offering investment management, financial planning, and retirement plan consulting through a team of four advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Private / alternative investments
user avatar

Charles D

Series 65

Ann Arbor, MI

Palatine Hill Wealth Management

Charles Dabrowski is a financial advisor at Palatine Hill Wealth Management with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms including Advisory Services Network, LLC and Telemus Capital LLC. Dabrowski is involved in several managing member roles for business entities related to cryptocurrency mining and blockchain investments. Palatine Hill Wealth Management serves individuals, retirement plans, trusts, foundations, charities, and corporate clients. The firm’s investment approach is centered on tailored client profiles and plans, offering diversified asset allocation with ongoing portfolio review and rebalancing, and it employs coordinated service with other client advisors and administrative platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Private / alternative investments
user avatar

Jeff C

Series 65

Ann Arbor, MI

Palatine Hill Wealth Management

Jeff Cheek is a financial advisor with Palatine Hill Wealth Management in Ann Arbor, MI, holding a Series 65 designation and 15 years of industry experience. Prior to joining Palatine Hill in 2019, he worked at Advisory Services Network, LLC, Stratos Wealth Advisors, and Telemus Capital LLC. Outside of his advisory role, he manages Mining Tendies, LLC, an entity involved in Ethereum cryptocurrency mining. Palatine Hill Wealth Management serves individuals, including high-net-worth clients, as well as employee-sponsored retirement plans, trusts, foundations, charities, and corporate clients. The firm manages approximately $296 million and employs a disciplined investment process guided by written client profiles and plans, offering both discretionary and non-discretionary management alongside integrated financial planning and retirement consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Private / alternative investments
user avatar

Paige W

CFP®, Series 63, Series 65

Birmingham, MI

Palatine Hill Wealth Management

Paige Weymouth is a CFP® professional at Palatine Hill Wealth Management with three years of industry experience. She has worked at several firms including Northwestern Mutual, Ascent Wealth Partners, and Ross Hoezee. Prior to her financial advisory career, she was employed at the Law Offices of Barton C Rachwal. Palatine Hill Wealth Management is a registered investment adviser serving individuals, employee-sponsored retirement plans, trusts, foundations, charities, and corporate clients. The firm manages approximately $296 million for nearly 279 clients, offering discretionary and non-discretionary investment management, integrated financial planning, and retirement plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Private / alternative investments
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