|
⚲
|
| Facet Wealth Inc
✚
|
|
|---|---|
| CRD # | 285961 |
| SEC # | 801-108767 |
| CIK # | 0001748271 |
| AUM | $3.9 B (2025-04-15) |
| Employees | 150 (39% Investors, 0% Brokers) |
| Phone | 443-376-6222 |
| Address | 400 East Pratt Street Baltimore, MD 21202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,105 | 1.8 |
| (b) Individuals (high net worth individuals) | 1,287 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 34,597 | 3.9 |
| By Discretionary | ||
| Discretionary | 34,597 | 3.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 34,597 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 34,597 | 3.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001748271] | |
| D | [0001748271] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Klingman and Associates LLC
✚
|
NY | 4.8 |
|
Apella Capital LLC
✚
|
CT | 4.7 |
|
RPOA Advisors Inc
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|
TX | 4.0 |
|
T Rowe Price Advisory Services Inc
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|
MD | 3.9 |
|
Connecticut Wealth Management LLC
✚
|
CT | 3.7 |
|
Pittenger & Anderson Inc
✚
|
NE | 3.3 |
|
Sigfig Wealth Management LLC
✚
|
CA | 3.0 |
|
Northeast Investment Management Inc
✚
|
MA | 2.9 |
|
Montag A & Associates Inc
✚
|
GA | 2.7 |
|
Systematic Alpha Investments LLC
✚
|
NJ | 2.7 |