BIRMINGHAM, MICRD 305619Latest ADV February 26, 2026
Palatine Hill Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, MI. Its latest Form ADV filing, dated February 26, 2026, reports $296M in regulatory assets under management, 5 employees, 1 office, and 1,426 accounts.
Assets Under Management
$296M
Employees
5
Offices
1 office
Total Clients
288
Primary office
BIRMINGHAM, MI
148 PIERCE STREET, SUITE 200, BIRMINGHAM, MI, United States
Top client segmentIndividuals represent 80.9% of total clients.
Top client categories% of clientsClients
1
Individuals
80.9%
233
2
HNWI
16.0%
46
3
Corporations
3.1%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$296Mas of February 26, 2026
Discretionary99.3%
$294M
99% of total RAUM99.3%
Non-discretionary0.7%
$2M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$296M
Total Accounts1,426
10Y AUM Change+$296M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee58:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.