DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Palatine Hill Wealth Management

Independent wealth managerBirmingham, MichiganCRD 305619SEC 801-117400website IAPD

Legal name Palatine Hill, LLC

Latest filing Jun 24, 2026

First filing on the tape Aug 28, 2019 · 31 filings

SEC status approved since Sep 26, 2019

RAUM

$296M

reported, Item 5.F

Discretionary

99%

of RAUM

Private clients

97%

$287M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$74.0M

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

31 filings and snapshots on the tape

RAUM$296M as of Jun 24, 2026

Jan 10, 2020$130M then

HNW client RAUM$163M as of Jun 24, 2026

Jan 10, 2020$76.1M then

State-registered IARs (5.B.3)4 as of Jun 24, 2026

Jan 10, 20204 then

Employees (5.A)5 as of Jun 24, 2026

Jan 10, 20205 then

Private funds: no history

RAUM +16% over the last fiscal year+24% a year over threeIARs 4 to 4

Practice profile

derived from the filing of Jun 24, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets

RAUM per advisor: $74.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 70derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.5MderivedHNW RAUM over HNW clients
Average account: $207,504derivedRAUM over accounts (5.F.2.f)
Discretionary: 99%derivedof RAUM
Institutional: 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.3derivedItem 5.A over advisors
Advisors per office: 2.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year: +16%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +21%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
Wrap fee program: $592MreportedItem 5.I
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$163M55%
Individuals$124M42%
Corporations and businesses$8.2M2.8%
Charitable organizations$450,8500.2%

Individual clients: 233reported
HNW clients: 46reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1,426reported
Financial planning clients: 101-250reported
Wrap fee programs: $296M sponsored, $296M managedreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

4 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Jeff Adron Cheek	Ann Arbor, Mi	Oct 1, 2019	16 y	6
Charles Edward Dabrowski	Ann Arbor, Mi	Oct 1, 2019	15 y	4
Richard Edward Mida	Birmingham, Mi	Mar 1, 2022	16 y	1
Paige WeymouthCertified Financial Planner	Birmingham, Mi	Jul 21, 2022	16 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

James Michael Housler to Cypress Capital Wealth Management LLC
Jan 11, 2021 · Other

Joined, latest

Richard Edward Mida from Canopy Wealth Management
Mar 1, 2022 · RIA to RIA
Jeff Adron Cheek from Advisory Services Network
Oct 1, 2019 · RIA to a newly registered adviser
Charles Edward Dabrowski from Advisory Services Network
Oct 1, 2019 · RIA to a newly registered adviser
James Michael Housler from Advisory Services Network
Oct 1, 2019 · RIA to a newly registered adviser

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

3 joined from Advisory Services Network
Oct 9, 2019 · Atlanta, Ga

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Adron Jeff Cheek · Membercontrol
since 12/2016 · owns 10% to 25%
Edward Charles Dabrowski · Manager, Ccocontrol
since 12/2016 · owns 75% or more
Alexander Thomas Lozser · Trustee
since 12/2016 · owns F of Thomas Lozser Revocable Trust Uad

Entity owners

Thomas Lozser Revocable Trust Uad · Member
direct · owns 5% to 10%

Related persons

Schedule D 7.A

Aventine Hill
real estatey

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Birmingham, Mi · principal	4	0	0
Ann Arbor, Mi	2	0	0

Offices

Schedule D 1.F, the 25 largest

Ann Arbor, MI1 employees

ADV anomalies

1 against comparable advisers; where to look, not conclusions

account count surgeChange between filings · filing Feb 26, 2026
accounts (Item 5.F.2.f) moved from 774.0 to 1,426.0 (+84.0%) between the annual amendments of 2025-03-13 and 2026-02-26; the peer median change was +5.0% (3688 comparable advisers, 97.0th percentile of changes)
peers: independent wealth managers, $100M to $500M (3,688) · 97% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 774 to 1,426
May 14, 2025 to Feb 26, 2026
HNW clients · 43 to 46
May 14, 2025 to Feb 26, 2026
Individual clients · 188 to 233
May 14, 2025 to Feb 26, 2026
Assets in custody · 10490897.0 to unset
May 14, 2025 to Feb 26, 2026
Custody of client assets · true to false
May 14, 2025 to Feb 26, 2026
Discretionary RAUM · $254M to $294M
May 14, 2025 to Feb 26, 2026
HNW RAUM · $144M to $163M
May 14, 2025 to Feb 26, 2026
Individual RAUM · $99.5M to $124M
May 14, 2025 to Feb 26, 2026
Non-discretionary RAUM · $0 to $2.1M
May 14, 2025 to Feb 26, 2026
RAUM · $254M to $296M
May 14, 2025 to Feb 26, 2026
Wrap assets (manager) · $254M to $296M
May 14, 2025 to Feb 26, 2026
Wrap assets (sponsor) · $254M to $296M
May 14, 2025 to Feb 26, 2026
Financial planning clients · 101-250 to 101-250
Mar 13, 2025 to May 14, 2025
Accounts · 613 to 774
Nov 1, 2024 to Mar 13, 2025
Corporate clients · 8 to 9
Nov 1, 2024 to Mar 13, 2025
HNW clients · 40 to 43
Nov 1, 2024 to Mar 13, 2025
Individual clients · 152 to 188
Nov 1, 2024 to Mar 13, 2025
Assets in custody · $9.9M to $10.5M
Nov 1, 2024 to Mar 13, 2025
Discretionary RAUM · $189M to $254M
Nov 1, 2024 to Mar 13, 2025
HNW RAUM · $113M to $144M
Nov 1, 2024 to Mar 13, 2025
Individual RAUM · $67.1M to $99.5M
Nov 1, 2024 to Mar 13, 2025
RAUM · $189M to $254M
Nov 1, 2024 to Mar 13, 2025
Wrap assets (manager) · $189M to $254M
Nov 1, 2024 to Mar 13, 2025
Wrap assets (sponsor) · $189M to $254M
Nov 1, 2024 to Mar 13, 2025
Accounts · 598 to 613
Mar 7, 2023 to Feb 23, 2024
Corporate clients · 6 to 8
Mar 7, 2023 to Feb 23, 2024
HNW clients · 31 to 40
Mar 7, 2023 to Feb 23, 2024
Individual clients · 119 to 152
Mar 7, 2023 to Feb 23, 2024
Assets in custody · $23.7M to $9.9M
Mar 7, 2023 to Feb 23, 2024
HQ city · ANN ARBOR to BIRMINGHAM
Mar 7, 2023 to Feb 23, 2024
Discretionary RAUM · $156M to $189M
Mar 7, 2023 to Feb 23, 2024
HNW RAUM · $97.0M to $113M
Mar 7, 2023 to Feb 23, 2024
Individual RAUM · $44.9M to $67.1M
Mar 7, 2023 to Feb 23, 2024
RAUM · $156M to $189M
Mar 7, 2023 to Feb 23, 2024
Wrap assets (manager) · $0 to $189M
Mar 7, 2023 to Feb 23, 2024
Wrap assets (sponsor) · $0 to $189M
Mar 7, 2023 to Feb 23, 2024
Accounts · 252 to 598
Sep 14, 2022 to Feb 1, 2023
Advisory employees · 2 to 4
Sep 14, 2022 to Feb 1, 2023
Corporate clients · 5 to 6
Sep 14, 2022 to Feb 1, 2023
HNW clients · 19 to 31
Sep 14, 2022 to Feb 1, 2023

Signals

3 dated events

Michael James Housler (Manager) no longer on Schedule A of Palatine Hill Wealth Management (listed 2020-10-28, absent 2021-01-15)
Jan 15, 2021 · Control person left · inference
Smith Elizabeth Housler (Cco) no longer on Schedule A of Palatine Hill Wealth Management (listed 2020-10-28, absent 2021-01-15)
Jan 15, 2021 · Control person left · inference
Palatine Hill Wealth Management, Llc filed its initial SEC registration (Form ADV)
Aug 28, 2019 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business phone: 248-938-0901reportedpublished by the firm, firm site, Sep 16, 2026
Business phone: 734-234-6792reportedpublished by the firm, firm site, Sep 16, 2026
Firm profile: linkedin.com/company/palatine-hill-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
Website: palatinehillwealth.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 734-218-0085reportedpublic record, Form ADV, Jun 24, 2026
Contact form: palatinehillwealth.com/contactreportedpublished by the firm, firm site, Sep 16, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $74.0Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026