Facet Wealth, Inc
● SEC registered since 2016CRD 285961SEC# 801-108767West Palm Beach, FL
Reg. AUM
$6.04B
Employees
168
Accounts
39,720
Location
West Palm Beach, FL
Facet Wealth, Inc assets under management
Facet Wealth, Inc is an investment advisory firm registered with the SEC based in West Palm Beach, FL. The firm has been registered since 2016. It reports $6 billion in regulatory assets under management and employs 168 people.
Facet Wealth, Inc owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anderson Egan Jones Control | Chief Executive Officer And Director | 5-10% | 2016 |
| Brent Mitchell Weiss Control | Co-Founder | Under 5% | 2016 |
| Charles Michael Roame Control | Director | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Facet Wealth, Inc manage?
Facet Wealth, Inc reports $6 billion in regulatory assets under management on its Form ADV.
How many employees does Facet Wealth, Inc have?
Facet Wealth, Inc reports 168 employees.
Where is Facet Wealth, Inc located?
Facet Wealth, Inc is based in West Palm Beach, FL and has been SEC-registered since 2016.
Does Facet Wealth, Inc disclose fund performance?
Facet Wealth, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2054 Vista Parkway, Ste 400, West Palm Beach, FL 33411 |
| Phone | (443)376-6222 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1748271 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.04B▲ 56%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers
Assets under management
$6.04Bregulatory AUM
Discretionary $6.04B