PALATINE HILL WEALTH MANAGEMENT

Legal name: PALATINE HILL, LLC

CRD 305619File 801-117400

APPROVED

Retail clients

Custody

Filing as of Jun 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$295.9M

Below cohort median (national)

Discretionary AUM

$293.8M

Non-discretionary $2.1M

Clients

288

1,426 accounts

Employees

Below cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Sep 26, 2019
Principal office: 148 PIERCE STREET, SUITE 200, BIRMINGHAM, MI, 48009
Phone: 734-218-0085
Website: https://www.facebook.com/PalatineHillWealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $295.9M
Discretionary AUM: $293.8M
Non-discretionary AUM: $2.1M
Discretionary accounts: 1,407
Non-discretionary accounts: 19
Total accounts: 1,426
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$8.2M
Charitable organizations	Fewer than 5	$451K
High net worth individuals	46	$163.2M
Individuals (other than high net worth individuals)	233	$124.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.