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FACET
Legal name: FACET WEALTH, INC
CRD 285961File 801-108767
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.60B
Top 10% of cohort (national)
Discretionary AUM
$7.60B
Clients
14,741
43,934 accounts
Employees
238
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Dec 15, 2016
- Principal office
- 2054 VISTA PARKWAY, STE 400, WEST PALM BEACH, FL, 33411
- Phone
- (443)376-6222
- Website
- HTTPS://WWW.FACET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.60B
- Discretionary AUM
- $7.60B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 43,934
- Non-discretionary accounts
- 0
- Total accounts
- 43,934
- AUM per client
- $516K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2,928 | $5.24B |
| Individuals (other than high net worth individuals) | 11,813 | $2.36B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 168 | 238 | increased by70 |
| Aug 1, 2026 | Clients | 13,331 | 14,741 | increased by1,410 |
| Aug 1, 2026 | AUM | $6,037,907,630 | $7,603,700,943 | increased by$1,565,793,313 |
| Aug 1, 2026 | Accounts | 39,720 | 43,934 | increased by4,214 |
| Feb 1, 2026 | Employees | 174 | 168 | decreased by6 |
| Feb 1, 2026 | Clients | 12,351 | 13,331 | increased by980 |
| Feb 1, 2026 | AUM | $4,754,146,771 | $6,037,907,630 | increased by$1,283,760,859 |
| Feb 1, 2026 | Accounts | 36,817 | 39,720 | increased by2,903 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 150 | 174 | increased by24 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 12,392 | 12,351 | decreased by41 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,865,037,052 | $4,754,146,771 | increased by$889,109,719 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 34,597 | 36,817 | increased by2,220 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 300 | 150 | decreased by150 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6,112 | 12,392 | increased by6,280 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FACET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FACET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.