Investment adviser · CRD 285961
FACET
Investment adviser filing (IA)
FACET WEALTH, INC
WEST PALM BEACH, FL, United States · Form ADV filed Jul 31, 2026
- Regulatory AUM
- $7.6B Form ADV · Item 5.F
- Client accounts
- 43,934 Accounts, not individual clients
- Employees
- 238 Reported in this filing
- Advisory professionals
- 77 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 2,928 | $5,242,384,827 | 68.9% |
| Individuals | 11,813 | $2,361,316,116 | 31.1% |
Filing source
Form ADV 2121561 · Jul 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Fixed
Principal office
2054 VISTA PARKWAY, STE 400WEST PALM BEACH, FL, 33411, United States
CRD 285961
Filing source
Form ADV 2121561 · Jul 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.