FACET WEALTH, INC.

Profile

Company Names

FACET WEALTH, INC.
ONEK FINANCIAL, INC.

Addresses

400 E. PRATT STREET, 8TH FLOOR, BALTIMORE, MD 21202

100 INTERNATIONAL DRIVE, 23RD FLOOR, BALTIMORE, MD 21202

509 S. EXETER STREET, SUITE 202, BALTIMORE, MD 21202

Phone Numbers

410-657-3257

 

Entity Type:

CORPORATION

Industry:

OTHER BANKING AND FINANCIAL SERVICES, INVESTING

Year Incorporated:

2016

State Incorporated:

DELAWARE

Total Amount Raised:

$207,410,547.00

Number of Funding Rounds:

7
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
7
2024-07-18 
$1,373,079.00 
$1,373,079.00 
$0.00 
 
6
2024-07-12 
$28,223,398.00 
$33,088,412.00 
$4,865,014.00 
Equity 
5
2022-06-09 
$507,788.00 
$507,788.00 
$0.00 
 
4
2021-12-21 
$99,439,211.00 
$102,157,937.00 
$2,718,726.00 
Equity 
3
2021-07-28 
$17,000,000.00 
$17,000,000.00 
$0.00 
Debt 
2
2020-09-23 
$24,200,001.00 
$25,000,000.00 
$799,999.00 
Equity 
1
2018-07-25 
$36,667,070.00 
$36,667,070.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
WILLIAM 
 
FAHRBACH 
EXECUTIVE OFFICER
CHRIS 
 
HUFMAN 
EXECUTIVE OFFICER
ANDERSON 
 
JONES 
EXECUTIVE OFFICER, DIRECTOR, PROMOTER
SHRUTI 
 
JOSHI 
EXECUTIVE OFFICER
HARRY 
 
KIRKPATRICK 
EXECUTIVE OFFICER
PATRICK 
 
MCKENNA 
EXECUTIVE OFFICER, DIRECTOR, PROMOTER
LISA 
 
RAPUANO 
EXECUTIVE OFFICER
CHARLES 
 
ROAME 
DIRECTOR
TODD 
 
SCHELL 
DIRECTOR
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2024-07-12 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
 
2024-07-18 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
 
2022-06-09 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2021-12-21 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Debt 
2021-07-28 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
DECLINE TO DISCLOSE 
Equity 
2020-09-23 
D
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-07-25 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#