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 5-10%.
Reported ownership
Owns 5-10% 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 5-10%.
Private Wealth Partners, LLC
| Title | Director Of Client Services & Operations |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2024 |