Shruti Joshi is a control person of Facet Wealth and directly owns under 5% of it. Shruti Joshi holds an MBA from Columbia Business School, an MBA from London Business School and a BS in Business Administration from the University of Southern California.
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.
Shruti Joshi is President and Chief Operating Officer of Facet and a member of the company's Board of Directors. An early investor in the firm, she joined Facet in 2021. Earlier in her career she was a Partner at Altman Vilandrie & Co. (now Altman Solon), and before joining Facet she held leadership roles at Verizon Communications.
- CRD
- 3168941
- Firm
- Facet Wealth · CRD 285961
- Role
- Chief Operating Officer, Director
- In role since
- August 2021 · 5 years
- Control person
- Yes
- Direct ownership
- Under 5%
- 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 Shruti Joshi work?
Shruti Joshi has been Chief Operating Officer, Director of Facet Wealth, Inc since August 2021, and is a control person of the firm.
How can I verify Shruti Joshi’s record?
Shruti Joshi’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
Christopher HufmanChief Admin Officer/Chief Compliance Officer
Thomas GraffChief Investment
Patrick McKennaExecutive Chairman and Director- Charles RoameDirector
- Todd SchellDirector
- Jeffrey SteinDirector
Brent WeissCo-Founder