Director of Client Services & Operations · Private Wealth Partners, LLC
Katrina A. Smith
CRD 6610510 · Named on Form ADV at one SEC-registered adviser
At a glance
Private Wealth Partners, LLC, an SEC-registered wealth manager based in Mill Valley, CA with $1.9 billion in regulatory assets, lists Katrina A. Smith on its Form ADV as Director of Client Services & Operations, a control person.
Firms and roles
- Private Wealth Partners, LLCDirector of Client Services & OperationsWealth manager · Mill Valley, CA · $1.9B in regulatory assets
AtlasMembers
Katrina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Kenneth F. SiebelBoard Member, Co-Chairman, Private Wealth Partners, LLC
- William F. DagleyPresident, Private Wealth Partners, LLC
- Michael B. YongueChief Compliance Officer/chief Operating Officer, Private Wealth Partners, LLC
- Frank C. GreeneChief Investment Officer & SR. Portfolio Manager, Private Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katrina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.