Jeffrey Stein, Director of Facet Wealth (West Palm Beach, FL)

Career

Jeffrey Stein is a control person of Facet Wealth and directly owns under 5% of it.

Facet Wealth is an investment adviser based in West Palm Beach, FL, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $7.6 billion, as filed on 31 July 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD: 4691107
Firm: Facet Wealth · CRD 285961
Role: Director
In role since: August 2018 · 8 years
Control person: Yes
Direct ownership: Under 5%
Firm headquarters: West Palm Beach, FL
Individual registration: No current adviser record · SEC search
Disciplinary history: Not yet shown here · SEC record

Common questions

Where does Jeffrey Stein work?

Jeffrey Stein has been Director of Facet Wealth, Inc since August 2018, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 July 2026

How can I verify Jeffrey Stein’s record?

Jeffrey Stein’s role is listed on Facet Wealth, Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 285961.

Source: Form ADV, Schedule A, filed 31 July 2026

Leadership at Facet Wealth

Sources

IAPD individual lookup, CRD 4691107, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.

Form ADV Part 1A, Schedules A and B of Facet Wealth, Inc, filed 31 July 2026. Title, control and ownership bands.