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| Keyboard |
| Facet Wealth Inc
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|---|---|
| CRD # | 285961 |
| SEC # | 801-108767 |
| CIK # | 0001748271 |
| AUM | 6,037.9 M (2026-02-04) |
| Employees | 168 (33% Investors, 0% Brokers) |
| Phone | 443-376-6222 |
| Address | 2054 Vista Parkway West Palm Beach, FL 33411 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,103 | 2.1 |
| (b) Individuals (high net worth individuals) | 2,228 | 3.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 39,720 | 6.0 |
| By Discretionary | ||
| Discretionary | 39,720 | 6.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39,720 | 6.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.0 | |
| Total | 39,720 | 6.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001748271] | |
| D | [0001748271] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2,521 |
| Serves | Retail |
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