Facet Wealth, Inc
● SEC registered since 2016CRD 285961SEC# 801-108767West Palm Beach, FL
Reg. AUM
$7.6B
Employees
238
Accounts
43,934
Location
West Palm Beach, FL
Facet Wealth, Inc assets under management
Facet Wealth, Inc is an investment advisory firm registered with the SEC based in West Palm Beach, FL. The firm has been registered since 2016. It reports $7.6 billion in regulatory assets under management and employs 238 people.
Facet Wealth, Inc owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anderson Egan Jones Control | Chief Executive Officer And Director | 5-10% | 2016 |
| Brent Mitchell Weiss Control | Co-Founder | Under 5% | 2016 |
| Charles Michael Roame Control | Director | Under 5% | 2018 |
| Christopher John Hufman Control | Chief Admin Officer/Chief Compliance Officer | Under 5% | 2018 |
| Darshan Bhupendra Patel Control | Chief Financial Officer | Under 5% | 2024 |
| Durable Capital Master Fund LP | Shareholder | 10-25% | 2022 |
| Jeffrey Scott Stein Control | Director | Under 5% | 2018 |
| Patrick Royal McKenna Control | Executive Chairman And Director | 5-10% | 2016 |
| Shruti Satish Joshi Control | Chief Operating Officer, Director | Under 5% | 2021 |
| Thomas Douglas Davis Graff Control | Chief Investment Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Facet Wealth, Inc manage?
Facet Wealth, Inc reports $7.6 billion in regulatory assets under management on its Form ADV.
How many employees does Facet Wealth, Inc have?
Facet Wealth, Inc reports 238 employees.
Where is Facet Wealth, Inc located?
Facet Wealth, Inc is based in West Palm Beach, FL and has been SEC-registered since 2016.
Does Facet Wealth, Inc disclose fund performance?
Facet Wealth, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2054 Vista Parkway, Ste 400, West Palm Beach, FL 33411 |
| Phone | (443)376-6222 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1748271 |
| Discloses disciplinary history | No |
Regulatory AUM
$7.6B▲ 97%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,306 advisers
EmployeesTop 3%
More than 97% of 16,824 advisers
Assets under management
$7.6Bregulatory AUM
Discretionary $7.6B