FACET WEALTH, INC of WEST PALM BEACH, FL is an SEC-registered investment adviser (CRD 285961). Regulatory assets under management: $7.6B.
Compensation: Fixed.
Clients served: Individuals, High net worth.
| 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 | — |
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| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 443-376-6222 |
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