Palatine Hill Wealth Management
Firm details
- Headquarters
- Birmingham, Michigan
- CRD number
- 305619
- Registered since
- September 26, 2019
- Website
- www.palatinehillwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.14%
- Individuals41.94%
- Corporations / Businesses2.76%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Palatine Hill Wealth Management is an independent registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm positions itself as a capital allocator that serves both individual and family clients as well as institutional relationships. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of external managers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. It also reports an industry affiliation with an insurance company and indicates it acts as a selector of other advisers, which aligns with its capital-allocation role.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities12%
- Other6%
- US Government Bonds3%
- State & Local Bonds3%
Owners & executives
1 of 1
Jeff Cheek
Chief Investment OfficerCRD 5581028
Contacts
3 of 3
Charles Dabrowski
Founder & Managing PartnerCRD 5863785
Richard Mida
Senior Wealth AdvisorCRD 5810593
Paige Weymouth
Wealth AdvisorCRD 7256577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$135M in ETFs
90%
$122M
<1%
$13.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $46.8M | 62,451 | 34.55% |
Location
Birmingham, MI
Oakland
Location
Birmingham, MI
Headquartered in Birmingham, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 148 Pierce St
- Time zone
- ET (UTC-5)
- Office locations
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