FACET WEALTH, INC
Legal name: FACET
CRD #285961 SEC #801-108767 BALTIMORE, MD (443)376-6222
SEC Registered
Total AUM
$4.8B
Discretionary
$4.8B
Employees
174
Clients
--
Accounts
36,817
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $4.8B | $4.8B | $0 | 174 | 2,803 |
| Aug 2025 | $4.8B | $4.8B | $0 | 174 | 2,803 |
| Apr 2025 | $3.9B | $3.9B | $0 | 150 | 2,957 |
| Jan 2025 | $3.9B | $3.9B | $0 | 150 | 2,957 |
| Dec 2024 | $3.5B | $3.5B | $0 | 191 | 3,568 |
| Oct 2024 | $3.5B | $3.5B | $0 | 191 | 3,568 |
| Jul 2024 | $3.5B | $3.5B | $0 | 191 | 3,568 |
| Jan 2024 | $2.5B | $2.5B | $0 | 234 | 3,572 |
| Aug 2023 | $2.1B | $2.1B | $0 | 259 | 4,023 |
| Mar 2023 | $1.7B | $1.7B | $0 | 275 | 5,126 |
| Mar 2023 | $1.7B | $1.7B | $0 | 275 | 5,126 |
| Jan 2023 | $1.6B | $1.6B | $0 | 275 | 5,126 |
| Nov 2022 | $1.4B | $1.4B | $0 | 300 | 4,760 |
| May 2022 | $1.2B | $1.2B | $0 | 300 | 4,760 |
| Apr 2022 | $1.2B | $1.2B | $0 | 300 | 6,009 |
| Mar 2022 | $1.1B | $1.1B | $0 | 309 | 4,760 |
| Feb 2022 | $1.1B | $1.1B | $0 | 309 | 4,760 |
| Oct 2021 | $961.3M | $961.3M | $0 | 282 | 4,673 |
| Aug 2021 | $807.5M | $807.5M | $0 | 202 | 2,836 |
| Aug 2021 | $807.5M | $807.5M | $0 | 204 | 2,836 |
| Jul 2021 | $625.2M | $625.2M | $0 | 204 | 2,836 |
| Jun 2021 | $625.2M | $625.2M | $0 | 205 | 2,836 |
| Jun 2021 | $625.2M | $625.2M | $0 | 206 | 2,836 |
| May 2021 | $625.2M | $625.2M | $0 | 209 | 2,836 |
| May 2021 | $625.2M | $625.2M | $0 | 211 | 2,836 |
| Feb 2021 | $502.3M | $502.3M | $0 | 213 | 2,836 |
| Feb 2021 | $502.3M | $502.3M | $0 | 213 | 2,836 |
| Nov 2020 | $344.5M | $344.5M | $0 | 154 | 2,124 |
| Oct 2020 | $344.5M | $344.5M | $0 | 155 | 2,124 |
| Aug 2020 | $141.3M | $141.3M | $0 | 115 | 0 |
| Jul 2020 | $141.3M | $141.3M | $0 | 115 | 0 |
| Jun 2020 | $141.3M | $141.3M | $0 | 115 | 0 |
| Jun 2020 | $141.3M | $141.3M | $0 | 115 | 0 |
| Apr 2020 | $141.3M | $141.3M | $0 | 115 | 0 |
| Mar 2020 | $141.3M | $141.3M | $0 | 116 | 0 |
| Dec 2019 | $43.7M | $43.7M | $0 | 59 | 0 |
| Oct 2019 | $43.7M | $43.7M | $0 | 59 | 0 |
| Oct 2019 | $43.7M | $43.7M | $0 | 58 | 0 |
| Sep 2019 | $43.7M | $43.7M | $0 | 49 | 0 |
| Sep 2019 | $43.7M | $43.7M | $0 | 48 | 0 |
| Aug 2019 | $43.7M | $43.7M | $0 | 47 | 0 |
| Aug 2019 | $43.7M | $43.7M | $0 | 47 | 0 |
| Jul 2019 | $43.7M | $43.7M | $0 | 46 | 0 |
| Jun 2019 | $43.7M | $43.7M | $0 | 46 | 0 |
| May 2019 | $43.7M | $43.7M | $0 | 45 | 0 |
| May 2019 | $43.7M | $43.7M | $0 | 44 | 0 |
| Apr 2019 | $43.7M | $43.7M | $0 | 44 | 0 |
| Mar 2019 | $43.7M | $43.7M | $0 | 43 | 0 |
| Mar 2019 | $43.7M | $43.7M | $0 | 43 | 0 |
| Jan 2019 | $23M | $23M | $0 | 36 | 72 |
| Jan 2019 | $23M | $23M | $0 | 31 | 72 |
| Dec 2018 | $23M | $23M | $0 | 30 | 72 |
| Dec 2018 | $23M | $23M | $0 | 29 | 72 |
| Nov 2018 | $23M | $23M | $0 | 29 | 72 |
| Nov 2018 | $23M | $23M | $0 | 29 | 72 |
| Nov 2018 | $23M | $23M | $0 | 29 | 72 |
| Nov 2018 | $23M | $23M | $0 | 23 | 72 |
| Oct 2018 | $23M | $23M | $0 | 23 | 72 |
| Oct 2018 | $23M | $23M | $0 | 22 | 72 |
| Sep 2018 | $23M | $23M | $0 | 22 | 72 |
| Sep 2018 | $23M | $23M | $0 | 21 | 72 |
| Aug 2018 | $23M | $23M | $0 | 21 | 72 |
| Jul 2018 | $23M | $23M | $0 | 21 | 72 |
| Jul 2018 | $23M | $23M | $0 | 21 | 72 |
| Jul 2018 | $23M | $23M | $0 | 17 | 72 |
| Mar 2018 | $23M | $23M | $0 | 17 | 72 |
| Mar 2018 | $23M | $23M | $0 | 17 | 72 |
| Feb 2018 | $0 | $0 | $0 | 15 | 0 |
| Dec 2017 | $0 | $0 | $0 | 12 | 0 |
| Nov 2017 | $0 | $0 | $0 | 12 | 0 |
| Sep 2017 | $0 | $0 | $0 | 11 | 0 |
| May 2017 | $0 | $0 | $0 | 7 | 0 |
| Apr 2017 | $0 | $0 | $0 | 7 | 0 |
| Apr 2017 | $0 | $0 | $0 | 7 | 0 |
| Mar 2017 | $0 | $0 | $0 | 7 | 0 |
| Feb 2017 | $0 | $0 | $0 | 5 | 0 |
| Nov 2016 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees174
Clients2,803
DateAug 2025
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees174
Clients2,803
DateApr 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees150
Clients2,957
DateJan 2025
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees150
Clients2,957
DateDec 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees191
Clients3,568
DateOct 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees191
Clients3,568
DateJul 2024
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees191
Clients3,568
DateJan 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees234
Clients3,572
DateAug 2023
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees259
Clients4,023
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees275
Clients5,126
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees275
Clients5,126
DateJan 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees275
Clients5,126
DateNov 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees300
Clients4,760
DateMay 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees300
Clients4,760
DateApr 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees300
Clients6,009
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees309
Clients4,760
DateFeb 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees309
Clients4,760
DateOct 2021
Total AUM$961.3M
Discretionary$961.3M
Non-Disc.$0
Employees282
Clients4,673
DateAug 2021
Total AUM$807.5M
Discretionary$807.5M
Non-Disc.$0
Employees202
Clients2,836
DateAug 2021
Total AUM$807.5M
Discretionary$807.5M
Non-Disc.$0
Employees204
Clients2,836
DateJul 2021
Total AUM$625.2M
Discretionary$625.2M
Non-Disc.$0
Employees204
Clients2,836
DateJun 2021
Total AUM$625.2M
Discretionary$625.2M
Non-Disc.$0
Employees205
Clients2,836
DateJun 2021
Total AUM$625.2M
Discretionary$625.2M
Non-Disc.$0
Employees206
Clients2,836
DateMay 2021
Total AUM$625.2M
Discretionary$625.2M
Non-Disc.$0
Employees209
Clients2,836
DateMay 2021
Total AUM$625.2M
Discretionary$625.2M
Non-Disc.$0
Employees211
Clients2,836
DateFeb 2021
Total AUM$502.3M
Discretionary$502.3M
Non-Disc.$0
Employees213
Clients2,836
DateFeb 2021
Total AUM$502.3M
Discretionary$502.3M
Non-Disc.$0
Employees213
Clients2,836
DateNov 2020
Total AUM$344.5M
Discretionary$344.5M
Non-Disc.$0
Employees154
Clients2,124
DateOct 2020
Total AUM$344.5M
Discretionary$344.5M
Non-Disc.$0
Employees155
Clients2,124
DateAug 2020
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees115
Clients0
DateJul 2020
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees115
Clients0
DateJun 2020
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees115
Clients0
DateJun 2020
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees115
Clients0
DateApr 2020
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees115
Clients0
DateMar 2020
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees116
Clients0
DateDec 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees59
Clients0
DateOct 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees59
Clients0
DateOct 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees58
Clients0
DateSep 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees49
Clients0
DateSep 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees48
Clients0
DateAug 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees47
Clients0
DateAug 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees47
Clients0
DateJul 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees46
Clients0
DateJun 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees46
Clients0
DateMay 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees45
Clients0
DateMay 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees44
Clients0
DateApr 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees44
Clients0
DateMar 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees43
Clients0
DateMar 2019
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees43
Clients0
DateJan 2019
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees36
Clients72
DateJan 2019
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees31
Clients72
DateDec 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees30
Clients72
DateDec 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees29
Clients72
DateNov 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees29
Clients72
DateNov 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees29
Clients72
DateNov 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees29
Clients72
DateNov 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees23
Clients72
DateOct 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees23
Clients72
DateOct 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees22
Clients72
DateSep 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees22
Clients72
DateSep 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees21
Clients72
DateAug 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees21
Clients72
DateJul 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees21
Clients72
DateJul 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees21
Clients72
DateJul 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees17
Clients72
DateMar 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees17
Clients72
DateMar 2018
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees17
Clients72
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0