Facet

RIASEC RegisteredEst. 2016
Total AUM
$6B
Discretionary
$6B
100% of AUM
Avg account
$152K
Accounts
39,720
Employees
168
Advisory reps
87

Firm details

Headquarters
West Palm Beach, Florida
CRD number
285961
Registered since
December 15, 2016
Website
www.facetwealth.com
Custodians
APEX CLEARING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Fixed Fees
Client types
  • HNWI64.82%
  • Individuals35.18%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Facet is an independent registered investment adviser that focuses on individuals and families, offering financial planning and portfolio management for individuals and small businesses. The firm has been SEC-registered since 2016 and operates under a fixed-fee model. Its adviser profile flags engagement with ESG investing. Facet’s ownership is a mix of domestic entities, foreign entities and individuals, and it is not flagged as a capital allocator on the snapshot. The firm was recognized by Citywire as one of its "50 Growers Across America" in both 2022 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 4%, Cash & Cash Equivalents 4%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 6
  • Thomas Graff

    Thomas Graff

    Chief Investment OfficerCRD 4351710

  • Victor Davidenko

    Victor Davidenko

    Chief Compliance OfficerCRD 7564488

  • Darshan Patel

    Darshan Patel

    Chief Financial OfficerCRD 5963300

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Contacts

3 of 81
  • Cole Filer

    Cole Filer

    Financial PlannerCRD 7736068

  • Matthew Dellaero

    Matthew Dellaero

    Senior Financial PlannerCRD 6183991

  • Zachary Marsh

    Zachary Marsh

    Senior Financial PlannerCRD 6489445

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 246

Active vs passive

$7.1B in ETFs

Passive

99%

$7.1B

Active

1%

$49.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$1.1B15,511,17315.52%
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Location

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
2054 Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth