Palatine HILL Wealth Management
SEC RegisteredLooking Beyond to Guide You Down the Road
About the firm
Palatine Hill Wealth Management offers financial and family planning services tailored to your specific needs, goals, and future plans. Founded in February 2017, the firm's group of advisors is committed to ensuring that the wealth clients have accumulated will work for them in conjunction with their goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advice, estate planning and trusts, insurance evaluations, tax planning, business succession planning, family services (financial and estate planning, insurance, taxes, real estate holdings, credit issues, and philanthropy), integrated financial planning, investment advisory services, execution of investment portfolios, and holistic risk management through its insurance arm Aventine Hill.
Who they serve
High net-worth families and individuals seeking assistance with personal and professional financial life goals; clients treated like family with personalized attention.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 233 | $124M |
| High Net Worth Individuals | 46 | $163M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Palatine HILL Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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