Sumeet Ganju
InverseWealth · San Ramon, California
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.
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Who they serve
- Tech employees
Facts
| Firm | InverseWealth |
|---|---|
| Based in | San Ramon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.2M across 12 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 8004561 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.inversewealth.com |
| Profile |
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Questions about Sumeet
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- InverseWealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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