Palatine Hill Wealth Management
Palatine Hill Wealth Management is an SEC-registered wealth manager in Birmingham, MI with $295.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Palatine Hill Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305619, SEC 801-117400, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $295.9M (2026-06-24)
- Firm type
- Wealth Manager
- Location
- Birmingham, MI
- Employees
- 5
- Clients
- 288
- CRD
- 305619
- Ownership
- CHEEK, JEFF, ADRON; HOUSLER, JAMES, MICHAEL; DABROWSKI, CHARLES, EDWARD; PALATINE HILL INVESTMENT COMPANY LLC; THOMAS LOZSER REVOCABLE TRUST UAD
How much AUM does Palatine Hill Wealth Management have?
Palatine Hill Wealth Management reported $295.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Palatine Hill Wealth Management?
Disclosed owners and executives of Palatine Hill Wealth Management include CHEEK, JEFF, ADRON, HOUSLER, JAMES, MICHAEL, DABROWSKI, CHARLES, EDWARD, PALATINE HILL INVESTMENT COMPANY LLC, THOMAS LOZSER REVOCABLE TRUST UAD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.