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Richard Edward Mida

Palatine Hill Wealth Management

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About Richard Edward Mida

Richard Edward Mida is an investment advisor representative at Palatine Hill Wealth Management. Richard has been in the financial industry for over 8 years. Richard is registered with the state of Michigan as an investment advisor representative. Richard previously worked at Northwestern Mutual Investment Services, LLC. Richard holds Series 6, 7, 63 and 65 licenses. Richard specializes in financial planning, portfolio management for individuals, and consulting. Richard's firm, Palatine Hill Wealth Management, is a registered investment advisor with the SEC. The firm manages over $189 million in assets.

Firm Information

Richard Mida is currently registered with Palatine Hill Wealth Management. Palatine Hill Wealth Management, located in Birmingham, MI, is a registered investment advisor that manages over $189 million in assets for individuals, high-net-worth individuals, corporations, and charitable organizations. The firm offers financial planning, pension consulting, selection of other advisors, and portfolio management services. They also participate in wrap fee programs.
Palatine Hill Wealth Management

148 PIERCE STREET

BIRMINGHAM, MI 48009

$189.05M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Mida’s Registration & Firm History

MI

09/30/2024 - Present

Palatine Hill Wealth Management (Birmingham MI)

MI

10/13/2010 - 08/20/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)

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Licenses & Designations

IA

Issued 10/08/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/11/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Edward Mida.
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