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Eric Karl reinhold Masch

Investment adviser representative at Facet
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

8 years in the industry.

  1. FacetOct 2020 to now
  2. Facet WealthAug 2020 to now
  3. UnemployedJun 2020 to Aug 2020
  4. Offit Capital Advisors, LLCMar 2020 to Jun 2020
  5. Wealth Architects, LLCAug 2017 to Feb 2020
  6. Wealth Architects, LLCJun 2012 to Jul 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Facet

Legal name: Facet Wealth, Inc

$8.7BAssets managed
16,053Clients
94Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6130291
Firm CRD
285961
Advisor's SEC record (opens in a new tab)
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