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 LLC is an independent registered investment adviser that began SEC registration in 2019 and operates as an LLC. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator, meaning it places client capital with third-party managers in addition to managing portfolios directly. Its fee arrangements include asset-based fees, hourly billing, and fixed fees. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension-related consulting. The firm does not position itself as an active ESG investor and maintains an affiliation with an insurance company.
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 30Active vs passive
$115M in ETFs
89%
$103M
1%
$12.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $38.3M | 58,678 | 33.34% |
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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