Richard Edward Mida
Investment adviser representative at Palatine Hill Wealth Management
16 yearsExperience
2 statesRegistered in
$295.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Palatine Hill Wealth ManagementMar 2022 to now
- Canopy Wealth ManagementAug 2018 to Feb 2022
- Northwestern Mutual Wealth Management CompanyApr 2012 to Aug 2018
- Ernest MoosherrMar 2012 to Aug 2018
- Northwestern Mutual Investment Services LLCSep 2010 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Palatine Hill Wealth Management
Legal name: Palatine Hill, LLC
$295.9MAssets managed
288Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5810593
- Firm CRD
- 305619