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Palatine Hill Wealth Management

Palatine Hill Wealth Management. CRD 305619

Palatine Hill Wealth Management logo

CRD: 305619

Palatine Hill Wealth Management

Birmingham, MI, 48009
7342180085
www.palatinehillwealth.com
$295.9M Total AUM
$293.8M Disc. AUM
21.7% 3Y CAGR
5 Employees
288 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
--
Established Date
09-26-2019
Office Locations
2

Office Locations

148 Pierce Street Birmingham MI
229 Depot Street ANN Arbor MI

About Palatine Hill Wealth Management

Palatine Hill Wealth Management is a Michigan-based RIA providing integrated financial and family planning alongside investment advisory and execution services. The team supports clients with estate planning and trusts, insurance evaluations, tax planning, and business-succession needs. Portfolios commonly use ETFs and public funds, and the firm custodies with Charles Schwab & Co.

Team overview

33 AVG AGE
$74.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5.5 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age

Insights

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Accredited Investors

Fusion Ember matrix

Asset Classes

Value Oak Harbor Catalyst Quantum Eagle meridian Crest Atlas Zenith Insight

Client Personas

Summit harbor

Custodian

Pathway radial Vector signal Crest Catalyst matrix

Investment Themes

Bridge Wave glacier Vector Vector legacy

Investment Vehicles

Frontier Timber foundation Value beacon

Platform

Meridian vital Atlas

Services

Element Atlas signal Oak Capital zenith Prime Insight prime North signal Signal ember Matrix zenith Beacon timber

Owner & Executives

CHARLES EDWARD DABROWSKI

CHARLES EDWARD DABROWSKI

Chief Compliance Officer, Manager, Private Wealth Advisor

CRD
#5863785
Ownership
75% or more
(794) 519-5008
fusion.ridge@peakcapital.com
in linkedin.com/in/wave-prime
J

JEFF ADRON CHEEK

Wealth Advisor

CRD
#5581028
Ownership
10% but less than 25%
(625) 856-3409
bridge.catalyst@radialcapital.com
in linkedin.com/in/harbor-summit

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Contacts

R

RICHARD EDWARD MIDA JR

Senior Wealth Advisor

CRD
#5810593
(638) 725-9461
momentum.element@primecapital.com
in linkedin.com/in/timber-bridge
P

Paige Weymouth

Wealth Advisor

CRD
#7256577
(709) 759-7349
ridge.timber@momentumcapital.com
in linkedin.com/in/crest-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-14-2022
03-07-2023
11-01-2024
05-14-2025
06-24-2026
Category Assets AVG. Account size
Discretionary $293,840,445 $208,842
Non-Discretionary $2,059,928 $108,417
Total $295,900,373 $207,504

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Separately Managed Accounts

Total SMA Asset: $295,900,373

$295.9M Total SMA
Public Funds:
16.1%
Equity - Exchange:
23.8%
Other:
5.8%
Municipal Bonds:
27.4%
U.S. Government/Agency:
26.9%
Asset class Assets Assets %
Public Funds $1,341,226,825 16.1%
Equity - Exchange $1,982,683,132 23.8%
Other $483,174,881 5.8%
Municipal Bonds $2,282,584,783 27.4%
U.S. Government/Agency $2,240,931,776 26.9%
Total $8,330,601,397 100.0%

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