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Katrina Ann Smith

Director Of Client Services & OperationsPrivate Wealth Partners, LLCCRD 6610510

About Katrina Ann Smith

Katrina Ann Smith is listed as Director Of Client Services & Operations at Private Wealth Partners, LLC in Mill Valley, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Private Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Katrina Ann Smith work?

Katrina Ann Smith is listed as Director Of Client Services & Operations at Private Wealth Partners, LLC on SEC Form ADV.

How much of Private Wealth Partners, LLC does Katrina Ann Smith own?

Form ADV reports a beneficial ownership band of Under 5%.

Private Wealth Partners, LLC

TitleDirector Of Client Services & Operations
OwnershipUnder 5%
Control personYes
Since2024
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