# FACET WEALTH, INC

FACET WEALTH, INC of WEST PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 285961
- Type: SEC-registered investment adviser
- SEC file number: 801-108767
- Location: 2054 VISTA PARKWAY, STE 400, WEST PALM BEACH, FL, 33411
- Phone: (443)376-6222
- Latest filing: 2026-07-31
- Regulatory AUM: $7.6B
- Discretionary AUM: $7.6B
- Clients: 238
- Accounts: 43,934

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Brent Mitchell Weiss | CO-FOUNDER | — |
| Anderson Egan Jones | CHIEF EXECUTIVE OFFICER AND DIRECTOR | — |
| Patrick Royal Mckenna | EXECUTIVE CHAIRMAN AND DIRECTOR | — |
| Christopher John Hufman | CHIEF ADMIN OFFICER/CHIEF COMPLIANCE OFFICER | Baltimore, MD |
| Jeffrey Scott Stein | DIRECTOR | — |
| Todd Marshall Schell | DIRECTOR | — |
| Charles Michael Roame | DIRECTOR | — |
| Shruti Satish Joshi | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER, DIRECTOR | — |
| Darshan Bhupendra Patel | CHIEF FINANCIAL OFFICER | — |
| RAPUANO LISA ODELL | CFO; CHIEF FINANCIAL OFFICER | — |
| STEIN JEFFREY SCOTT | DIRECTOR | — |
| ROAME CHARLES MICHAEL | DIRECTOR | — |
| MCKENNA PATRICK ROYAL | EXECUTIVE CHAIRMAN; EXECUTIVE CHAIRMAN AND DIRECTOR | — |
| WEISS BRENT MITCHELL | CHIEF COMPLIANCE OFFICER/ CHIEF OPERATIONS OFFICER; CHIEF EVANGELIST; CHIEF OPERATIONS OFFICER (+2 more) | — |
| Jones Anderson Egan | CEO; CHIEF EXECUTIVE OFFICER AND DIRECTOR | — |
| Bass Austen | VICE PRESIDENT | — |
| Sevinc Gorkem | CHIEF TECHNOLOGY OFFICER | — |
| HUFMAN CHRISTOPHER JOHN | CHIEF ADMIN OFFICER/CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER/CHIEF COMPLIANCE OFFICER; HEAD OF OPERATIONS/CHIEF COMPLIANCE OFFICER | — |
| SCHELL TODD MARSHALL | DIRECTOR | — |
| JOSHI SHRUTI SATISH | CHIEF OPERATING OFFICER | — |
| FAHRBACH WILLIAM | CHIEF FINANCIAL OFFICER | — |
| PATEL DARSHAN BHUPENDRA | CHIEF FINANCIAL OFFICER | — |
| Thomas Douglas Davis Graff | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285961/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285961/similar
- Related entities: https://search.stillhousedata.com/firm/285961/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285961

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.