Investment adviser · CRD 305619
PALATINE HILL WEALTH MANAGEMENT
Investment adviser filing (IA)
PALATINE HILL, LLC
BIRMINGHAM, MI, United States · Form ADV filed Jun 24, 2026
- Regulatory AUM
- $296M Form ADV · Item 5.F
- Client accounts
- 1,426 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 46 | $163,171,660 | 55.1% |
| Individuals | 233 | $124,097,335 | 41.9% |
| Corporations & businesses | 9 | $8,180,528 | 2.8% |
| Charities | Fewer than 5 | $450,850 | 0.2% |
Filing source
Form ADV 2115325 · Jun 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
148 PIERCE STREET, SUITE 200BIRMINGHAM, MI, 48009, United States
CRD 305619
Filing source
Form ADV 2115325 · Jun 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.