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FACET
FACET WEALTH, INC
CRD 285961 · SEC 801-108767
2054 VISTA PARKWAY, STE 400, WEST PALM BEACH, FL, 33411, United States
Phone
(443)376-6222
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.04B
Discretionary AUM
$6.04B
Team
168 total employees; 55 advisory reps; 2521 broker-dealer reps
Clients
More than 500
Fees
Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11103 | $2.12B |
| High net worth individuals | 2228 | $3.91B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.reddit.com/user/Facet/
- https://www.tiktok.com/@tdgraff
- https://www.instagram.com/thebrentweiss
- https://www.tiktok.com/@thebrentweiss
- https://www.joinfacet.bsky.social
- https://www.threads/@JoinFacet.com
- HTTPS://WWW.FACET.COM
- https://www.instagram.com/@joinfacet
- https://www.linkedin.com/company/joinfacet/
- https://www.facebook.com/@joinfacet
- https://twitter.com/join_facet
- https://www.tiktok.com/@facet
- https://www.youtube.com/@joinfacet/
Official SEC filing: View on IAPD