Facet Wealth (DBA Facet) was founded as Fabric Wealth by Patrick McKenna, Anders Jones, Brent Weiss, Austen Bass, & Gorkem Sevinc in 2016. The firm is based in Baltimore, MD and has zero offices, 156 employees, 50 financial advisors, & 14,535 clients. Facet Wealth (DBA Facet) is led by its Executive Chairman Patrick McKenna, CEO Anders Jones, & President Shruti Joshi. Facet Wealth (DBA Facet) is privately owned. Its web site can be found at www.facet.com.
Historical Phases
Facet Wealth (DBA Facet)'s comprehensive PowerPoint deck below includes a synopsis of its history, including its key phases:
- Fabric Wealth & Seed Capital Phase
- Series A Capital Raise Phase
- Series B Capital Raise Phase
- Series C Capital Raise Phase
- DBA Facet & Series D Capital Raise Phase
Statistics
Its profile includes the key statistics of the firm, including its number of offices, employees, financial advisors, & clients.
Services
Its profile includes detailed outlines of its core services, including:
- Financial Planning
- Investment Management
Organization & Ownership
And its profile concludes with the highlights of its organizational structure & ownership.
Disclosure: Tiburon's Managing Partner is a member of Facet Wealth (DBA Facet)'s board of directors.