Palatine Hill Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$287,268,995
Clients
279
Advisors
4
across 2 offices
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
Expertise
Fee options
Up to 1.00% annually, negotiable
Hourly charges reported in SEC Part 1 but not specifically detailed in brochure
Main office
See office148 Pierce Street
Birmingham MI 48009
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Indiana · Michigan · New Hampshire · New York · Pennsylvania · Texas
Also doing business as
Palatine Hill Wealth Management · Palatine Hill Wealth Management, LLC · Palatine Hill, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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 16 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Canopy Wealth Management and Northwestern Mutual. He serves as a director for Motor City Polo, overseeing club operations. Palatine Hill Wealth Management is a registered investment adviser serving individuals, retirement plans, trusts, foundations, charities, and corporate clients. The firm manages approximately $296 million for around 279 clients, offering investment management, financial planning, and retirement plan consulting guided by written client profiles and coordinated with other professional advisors.
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.
Jeff C
Series 65
Ann Arbor, MI
Palatine Hill Wealth Management
Jeff Cheek is a financial advisor at Palatine Hill Wealth Management with 16 years of industry experience. He holds a Series 65 designation and has worked at firms including Advisory Services Network, Stratos Wealth Advisors, and Telemus Capital. Outside of his advisory role, he manages a cryptocurrency mining operation through Mining Tendies, LLC. Palatine Hill Wealth Management serves individuals, retirement plans, trusts, foundations, charities, and corporate clients, managing approximately $296 million across 279 clients. The firm employs a disciplined investment process guided by written client profiles and plans, coordinating with other professional advisors and utilizing sub-advisors and outsourced tools to support its multi-advisor team.
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.
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