Patrick McKenna is a control person of Facet Wealth and directly owns between 5% and 10% of it. Patrick McKenna holds a BS from the University of Southern California and an MBA from Georgetown University.
Facet Wealth is an investment adviser based in West Palm Beach, FL, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $7.6 billion, as filed on 31 July 2026. Its fees, ownership and offices are on the firm’s profile.
Patrick McKenna is Executive Chairman and Co-Founder of Facet. Before co-founding Facet Wealth, he founded HighRidge Venture Partners, which invests in companies based outside Silicon Valley. He was a co-founder and executive at technology companies including NexRep, Keniks, and LiveOps, worked in M&A at Morgan Stanley, and served four years as a lieutenant in the U.S. Army.
- CRD
- 3104892
- Firm
- Facet Wealth · CRD 285961
- Role
- Executive Chairman and Director
- In role since
- November 2016 · 9 years
- Control person
- Yes
- Direct ownership
- 5% to 10%
- Firm headquarters
- West Palm Beach, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- facet.com
Where does Patrick McKenna work?
Patrick McKenna has been Executive Chairman and Director of Facet Wealth, Inc since November 2016, and is a control person of the firm.
How can I verify Patrick McKenna’s record?
Patrick McKenna’s role is listed on Facet Wealth, Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 285961.
- Anderson JonesChief Executive Officer and Director
Darshan PatelChief Financial Officer
Shruti JoshiChief Operating Officer, Director
Christopher HufmanChief Admin Officer/Chief Compliance Officer
Thomas GraffChief Investment- Charles RoameDirector
- Todd SchellDirector
- Jeffrey SteinDirector
Brent WeissCo-Founder