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Facet Wealth, Inc

● SEC registered since 2016CRD 285961SEC# 801-108767Baltimore, MD
Export (members)
Reg. AUM
$4.75B
Employees
174
Accounts
36,817
Location
Baltimore, MD

Facet Wealth, Inc assets under management

Facet Wealth, Inc is an investment advisory firm registered with the SEC based in Baltimore, MD. The firm has been registered since 2016. It reports $4.8 billion in regulatory assets under management and employs 174 people.

Facet Wealth, Inc owners & executives

15 reported
NameTitleOwnershipSince
Anderson Egan Jones ControlChief Executive Officer And Director5-10%2016
Brent Mitchell Weiss ControlCo-FounderUnder 5%2016
Charles Michael Roame ControlDirectorUnder 5%2018
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Frequently asked questions

How much does Facet Wealth, Inc manage?

Facet Wealth, Inc reports $4.8 billion in regulatory assets under management on its Form ADV.

How many employees does Facet Wealth, Inc have?

Facet Wealth, Inc reports 174 employees.

Where is Facet Wealth, Inc located?

Facet Wealth, Inc is based in Baltimore, MD 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

Address400 East Pratt Street, 8th Floor, Baltimore, MD 21202
Phone(443)376-6222
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK1748271
Discloses disciplinary historyNo

Assets under management

Discretionary$4.75B
Non-discretionary$0
Total (RAUM)$4.75B