# Facet Wealth, Inc. — Form D

Facet Wealth, Inc. of BALTIMORE, MD, a company, filed a Form D exempt-offering notice with the SEC on 2020-10-06. The offering totals $25.0M, of which $24.2M was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2020-10-06
- Form: D
- Accession: 0001748271-20-000002
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $25.0M
- Amount sold: $24.2M
- Remaining: $800K
- Investors: 35
- Date of first sale: 2020-09-23
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-377217

## Issuer

- Name: Facet Wealth, Inc.
- CIK: 0001748271
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2016
- Address: 400 E. Pratt Street, 8th Floor, BALTIMORE, MD, 21202
- Phone: 410-657-3257

## Officers, directors & promoters (16)

| Name | Role | Location |
| --- | --- | --- |
| Paul Martin | Executive Officer | Toronto, A6 |
| DARSHAN PATEL | Executive Officer | WEEHAWKEN, NJ |
| ANDERSON JONES | Director | BALTIMORE, MD |
| ANDERSON JONES | Executive Officer | BALTIMORE, MD |
| ANDERSON JONES | Promoter | BALTIMORE, MD |
| SHRUTI JOSHI | Executive Officer | BALTIMORE, MD |
| PATRICK MCKENNA | Director | BALTIMORE, MD |
| PATRICK MCKENNA | Executive Officer | BALTIMORE, MD |
| PATRICK MCKENNA | Promoter | BALTIMORE, MD |
| CHRIS HUFMAN | Executive Officer | BALTIMORE, MD |
| CHARLES ROAME | Director | San Francisco, CA |
| TODD SCHELL | Director | BALTIMORE, MD |
| JEFF STEIN | Director | BALTIMORE, MD |
| WILLIAM FAHRBACH | Executive Officer | BALTIMORE, MD |
| HARRY KIRKPATRICK | Executive Officer | BALTIMORE, MD |
| LISA RAPUANO | Executive Officer | BALTIMORE, MD |

## Other filings by this issuer (6)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2024-07-26](https://search.stillhousedata.com/formd/0001748271-24-000007) | D | $1.4M | $1.4M |
| [2024-07-26](https://search.stillhousedata.com/formd/0001748271-24-000006) | D | $33.1M | $28.2M |
| [2022-06-17](https://search.stillhousedata.com/formd/0001748271-22-000020) | D | $508K | $508K |
| [2022-01-27](https://search.stillhousedata.com/formd/0001748271-22-000001) | D | $102.2M | $99.4M |
| [2021-08-09](https://search.stillhousedata.com/formd/0001748271-21-000004) | D | $17.0M | $17.0M |
| [2018-09-27](https://search.stillhousedata.com/formd/0001748271-18-000001) | D | $36.7M | $36.7M |

## More

- [CIK 1748271 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1748271&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001748271-20-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.