Form D · Other Banking and Financial Services
Facet Wealth, Inc.
Baltimore, MD · CIK 0001748271
Offering snapshot reported Jul 26, 2024 · SEC filing
- Reported sold
- $28.2M Offering amount: $33.1M
- Investors reported
- 35 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jul 12, 2024 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 26, 2024 | Initial | $28,223,398 | No comparison | 35 | SEC filing |
| Jul 26, 2024 | Initial | $1,373,079 | No comparison | 1 | SEC filing |
| Jun 17, 2022 | Initial | $507,788 | No comparison | 1 | SEC filing |
| Jan 27, 2022 | Initial | $99,439,211 | No comparison | 31 | SEC filing |
| Aug 9, 2021 | Initial | $17,000,000 | No comparison | Not reported | SEC filing |
| Oct 6, 2020 | Initial | $24,200,001 | No comparison | 35 | SEC filing |
| Sep 27, 2018 | Initial | $36,667,070 | No comparison | 53 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-519826
Source: Form D, filed Jul 26, 2024. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| William Fahrbach | Executive |
| Chris Hufman | Executive |
| Anderson Jones | Director, Executive, Promoter |
| Shruti Joshi | Executive |
| Harry Kirkpatrick | Executive |
| Paul Martin | Executive |
| Patrick Mckenna | Director, Executive, Promoter |
| Darshan Patel | Executive |
| Lisa Rapuano | Executive |
| Charles Roame | Director |
| Todd Schell | Director |
| Jeff Stein | Director |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
400 E. Pratt Street, 8th Floor
Baltimore, MD, 21202
Baltimore, MD, 21202