Data / Form D filings / Facet Wealth, Inc.
Facet Wealth, Inc.: Form D filings
Facet Wealth, Inc., a financial services company in Baltimore, MD, filed 7 Form D notices with the SEC between 2018 and 2024. The latest, on July 26, 2024, reports $1.4 million sold of a $1.4 million offering to 1 investor.
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Company details from the filing
- Address
- 400 E. PRATT STREET, 8TH FLOOR, Baltimore, MD, 21202
- Phone
- (410) 657-3257
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1748271
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Jul 26, 2024 | New notice | $1,373,079 | $1,373,079 | 1 | Jul 18, 2024 | sec.gov | |
| Jul 26, 2024 | New notice | $33,088,412 | $28,223,398 | $4,865,014 | 35 | Jul 12, 2024 | sec.gov |
| Jun 17, 2022 | New notice | $507,788 | $507,788 | 1 | Jun 9, 2022 | sec.gov | |
| Jan 27, 2022 | New notice | $102,157,937 | $99,439,211 | $2,718,726 | 31 | Dec 21, 2021 | sec.gov |
| Aug 9, 2021 | New notice | $17,000,000 | $17,000,000 | 9 | Jul 28, 2021 | sec.gov | |
| Oct 6, 2020 | New notice | $25,000,000 | $24,200,001 | $799,999 | 35 | Sep 23, 2020 | sec.gov |
| Sep 27, 2018 | New notice | $36,667,070 | $36,667,070 | 53 | Jul 25, 2018 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| ANDERSON JONES | Executive Officer, Director, Promoter | |
| PAUL MARTIN | Executive Officer | |
| SHRUTI JOSHI | Executive Officer | |
| DARSHAN PATEL | Executive Officer | |
| PATRICK MCKENNA | Executive Officer, Director, Promoter | |
| CHRIS HUFMAN | Executive Officer | |
| CHARLES ROAME | Director | |
| TODD SCHELL | Director | |
| JEFF STEIN | Director |
Every Form D from the week of Jul 22, 2024 · All recent filings in Maryland · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Facet Wealth, Inc. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.