# Sumeet Ganju

> Sumeet Ganju is a fee-only financial advisor at InverseWealth in San Ramon, California. InverseWealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sumeet-ganju/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** InverseWealth
- **Based in:** San Ramon, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.2M across 12 accounts
- **Works with:** Tech employees
- **CRD:** 8004561 (https://adviserinfo.sec.gov/individual/summary/8004561)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2024)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.inversewealth.com

## Frequently asked questions

### Is Sumeet Ganju a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sumeet holds no broker registration, and InverseWealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sumeet charge for financial advice?

Sumeet's firm, InverseWealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Sumeet Ganju based?

Sumeet Ganju is based in San Ramon, California.

### Is Sumeet Ganju registered with the SEC?

Yes. Sumeet Ganju is registered as an investment adviser representative in CA and TX (CRD 8004561), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does InverseWealth manage?

InverseWealth reports $2.2M across 12 accounts in assets under management.

### How do I contact Sumeet Ganju?

Through Sumeet's website, www.inversewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8004561): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://inversewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.