# Palatine Hill Wealth Management

> Palatine Hill Wealth Management is an SEC-registered investment advisory firm in Birmingham, MI, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 305619
- Filed as: PALATINE HILL WEALTH MANAGEMENT
- Legal name: Palatine Hill, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, MI
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305619
- AdvisorCensus page: https://advisorcensus.com/firm/palatine-hill-wealth-management-birmingham-mi-305619

## Quick answers

**How is Palatine Hill Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Palatine Hill Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Palatine Hill Wealth Management located?**
Palatine Hill Wealth Management's principal office is in Birmingham, MI, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Palatine Hill Wealth Management registered with the SEC or a state?**
Palatine Hill Wealth Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305619.

**How much does Palatine Hill Wealth Management manage?**
Palatine Hill Wealth Management reports $295,900,373 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (99% discretionary).

**How have Palatine Hill Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Palatine Hill Wealth Management: Regulatory assets under management: $112,759,872 in the October 2021 data and $295,900,373 in the October 2026 data, up 162%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Palatine Hill Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (233); high net worth individuals (46); corporations or other businesses not listed above (9).

**Which custodians does Palatine Hill Wealth Management use?**
Palatine Hill Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Palatine Hill Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305619

**Does Palatine Hill Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "We do not require a minimum dollar amount to open and maintain an advisory account."

**What changed in Palatine Hill Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $254,441,898 to $295,900,373 (+16%). Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: None

> We do not require a minimum dollar amount to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $295,900,373
- Discretionary: $293,840,445
- Non-discretionary: $2,059,928

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 233 | $124,097,335 |
| High net worth individuals | 46 | $163,171,660 |
| Charitable organizations | Fewer than 5 | $450,850 |
| Corporations or other businesses not listed above | 9 | $8,180,528 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, IN, MI, NH, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Ann Arbor, MI

### Websites listed on Form ADV (Item 1.I)
- [palatinehillwealth.com](https://palatinehillwealth.com)
- Facebook @PalatineHillWealth
- LinkedIn @palatine-hill-wealth-management
- X @PalatineHill

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $112,759,872 | 2 | May 20, 2021 |
| October 2022 | $148,387,044 | 3 | September 14, 2022 |
| October 2023 | $156,358,967 | 5 | March 7, 2023 |
| October 2024 | $189,053,881 | 5 | February 23, 2024 |
| October 2025 | $254,441,898 | 5 | May 14, 2025 |
| October 2026 | $295,900,373 | 5 | June 24, 2026 |

Regulatory assets under management: $112,759,872 in the October 2021 data and $295,900,373 in the October 2026 data, up 162%.
Total employees: 2 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $254,441,898 to $295,900,373 (+16%).
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palatine Hill Wealth Management (CRD 305619): Form ADV filing data as of October 2026.