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Investment Management Document

The Fine Print Investment Management Documents Apex Clearing New Account Disclosures Apex Customer Account Agreement This Customer Account Agreement (the “Agreement”) sets forth the respective

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Disclosures

The Fine Print Important Disclosures Electronic Disclosure The information contained in all electronic messaging (e.g. email, text) from Facet Wealth is intended only for the

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ADV Part 2A

Return to Legal Documents ADV Part 2A​ Item 1. Cover Page Facet Wealth, Inc. CRD# 285961Dated: July 22, 2024 Contact: Christopher J. Hufman, Chief Compliance

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Privacy Policy

Return to Legal Documents Privacy Policy Last revised: January 2023 This Privacy Policy describes the privacy practices of Facet Wealth, Inc. (“Facet Wealth,” “we”, “us”

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Webinar

Webinar Series with Facet Survey Results –RIA Capacity and Segmentation Practices Facet Wealth recently partnered with CANAM Research to survey over 300 RIAs about their

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