Facet Wealth, Inc
facet.com Layer unknown
Facet Wealth is an SEC-registered investment adviser offering flat-fee financial planning and investment management to individual members. It manages member portfolios using ETFs and related strategies as part of its planning subscription.
Facet Wealth, Inc is an asset manager headquartered in West Palm Beach, United States, founded in 2016. $8B+ assets under management under management, as it reports.
“we manage money for our members as an integrated part of our subscription-based planning relationship”
— Facet Wealth, Inc, own website
- Layer
- Layer unknown
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- West Palm Beach, United States
- Invests in
- United States
- Founded
- 2016
- Assets under management
- $8B+ assets under management
Team, as Facet Wealth, Inc publishes it
- Anders Jones Chief Executive Officer
- Brent Weiss, CFP®, ChFC® Head of Financial Wellness
- Patrick McKenna Executive Chairman
- Shruti Joshi President & Chief Operating Officer
- Vicki Ryan Interim Chief Human Resources Officer
- Paul Martin Chief Technology Officer
- Chris Hufman Chief Administrative Officer & Chief Compliance Officer
- Darshan Patel Chief Financial Officer
- Bini Lee, CFP® Head of Planning & Advice
- Tom Graff, CFA® Chief Investment Officer
- Paul Stasiuk, CISSP Head of Cybersecurity
Names and roles exactly as listed on facet.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Facet Wealth, Inc publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://facet.com/investing/is_investor, thesis_quote, description
- https://facet.com/type, hq_country, hq_city, invests_in_geographies, aum, status
- https://facet.com/about/founded
- https://facet.com/about/leadership/people
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Record 19667 · added 2026-10-27 · link last verified 2026-10-27 · confidence medium
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