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PALATINE HILL WEALTH MANAGEMENT

BIRMINGHAM, MI · CRD 305619 · IAPD ↗ · palatinehillwealth.com · 734-218-0085

$295.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — PALATINE HILL WEALTH MANAGEMENT notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2025 — PALATINE HILL WEALTH MANAGEMENT notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — PALATINE HILL WEALTH MANAGEMENT reported RAUM up 35% ($189.1M -> $254.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
December 2024 — PALATINE HILL WEALTH MANAGEMENT notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — PALATINE HILL WEALTH MANAGEMENT moved its main office from ANN ARBOR, MI to BIRMINGHAM, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.