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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.