Data / Investment advisers / Florida / Facet
Facet, West Palm Beach, FL: $8.7 billion AUM, SEC registered investment adviser
Facet is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $8.7 billion in regulatory assets under management in its Form ADV filed October 2, 2026. Its clients include high net worth individuals and individuals. It is paid through fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 285961
- SEC file number
- 801-108767
- SEC status
- Approved, effective December 15, 2016
- Legal name
- Facet Wealth, Inc
- Main office
- 2054 Vista Parkway Ste 400, West Palm Beach, FL 33411
- Phone
- (443) 376-6222
- Website
- reddit.com
- Regulatory AUM
- $8,685,903,875 in the Form ADV filed October 2, 2026
- Discretionary AUM
- $8,685,903,875
- Accounts
- 47,740
- Employees
- 262, of which 89 give investment advice
- Form of organization
- Corporation
- Paid through
- fixed fees
- Other offices
- 25
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2,873 | $5.21 billion |
| Individuals (other than high net worth individuals) | 13,180 | $3.47 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| November 2, 2026 | $8.69 billion | October 2, 2026 |
| August 3, 2026 | $7.60 billion | July 31, 2026 |
| February 2, 2026 | $6.04 billion | January 30, 2026 |
| December 1, 2025 | $4.75 billion | October 1, 2025 |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sanders Capital, LLC | West Palm Beach | $122.18 billion | 3 | adviserinfo.sec.gov |
| Smartx Advisory Solutions | West Palm Beach | $26.99 billion | Not listed | adviserinfo.sec.gov |
| Intech | West Palm Beach | $15.47 billion | 5 | adviserinfo.sec.gov |
| Comvest Credit Advisors, LLC | West Palm Beach | $9.25 billion | 12 | adviserinfo.sec.gov |
| Gramercy Funds Management LLC | West Palm Beach | $8.69 billion | 43 | adviserinfo.sec.gov |
| Prospect Capital Management L.P. | West Palm Beach | $6.64 billion | Not listed | adviserinfo.sec.gov |
| Rivernorth Capital Management, LLC | West Palm Beach | $6.17 billion | 5 | adviserinfo.sec.gov |
| Altarock Partners LP | West Palm Beach | $5.66 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Facet on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.