About Facet Wealth
Facet Wealth is a private company based in Baltimore, Maryland. It has reported $207,410,547 raised in seven offerings on Form D since September 2018. Its chief executive is Anderson Jones.
Funding Rounds (SEC Form D)
| First sale | Filed with SEC | Amount sold | Investors | Avg. check | Terms | Filing |
|---|---|---|---|---|---|---|
| Jul 18, 2024 | Jul 26, 2024 | $1,373,079fully sold | 1 | $1.3M | Options, Securities on exerciseRule 506(b) | Form D ↗ |
| Jul 12, 2024 | Jul 26, 2024 | $28,223,398of $33.0M target | 35 | $806K | EquityRule 506(b) | Form D ↗ |
| Jun 9, 2022 | Jun 17, 2022 | $507,788fully sold | 1 | $507K | Options, Securities on exerciseRule 506(b) | Form D ↗ |
| Dec 21, 2021 | Jan 27, 2022 | $99,439,211of $102.1M target | 31 | $3.2M | EquityRule 506(b) | Form D ↗ |
| Jul 28, 2021 | Aug 9, 2021 | $17,000,000fully sold | 9 | $1.8M | Debt, Convertible promissory notes convertible into equity securities of the Issuer and the equity securities to be acquired upon such conversionRule 506(b) | Form D ↗ |
| Sep 23, 2020 | Oct 6, 2020 | $24,200,001of $25.0M target | 35 | $691K | EquityRule 506(b) | Form D ↗ |
| Jul 25, 2018 | Sep 27, 2018 | $36,667,070fully sold | 53 | $691K | EquityRule 506(b) | Form D ↗ |
| Total, seven offerings | $207,410,547 | |||||
First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.
Leadership Team
Executive officers and directors listed on Facet Wealth's Form D filed Jul 26, 2024.
AJ
Anderson Jones
Chief Executive Officer and director
PM
Paul Martin
Executive officer
SJ
Shruti Joshi
Executive officer
DP
Darshan Patel
Executive officer
PM
Patrick Mckenna
Executive officer, director and promoter
CH
Chris Hufman
Executive officer
CR
Charles Roame
Director
TS
Todd Schell
Director
JS
Jeff Stein
Director
Earlier filings also listed William Fahrbach (executive officer, last listed Jun 2022), Harry Kirkpatrick (executive officer, last listed Jun 2022) and Lisa Rapuano (executive officer, last listed Aug 2021).