Sumeet Ganju

INVERSEWEALTH LLC

SAN RAMON, CA 94583

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CRD#: 8004561

Professional summary

Sumeet Ganju is a registered financial advisor currently at INVERSEWEALTH LLC located in San Ramon, California.

Sumeet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Sumeet has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sumeet Ganju's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 3, 2025 - Present

INVERSEWEALTH LLC

Office #1: 111 Deerwood Rd Ste 200, San Ramon, CA 94583

RIA

CRD#: 333749

SAN RAMON, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/3/2025)

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Exams

State Security Law Exam

IAR

Series 65

Date: 9/16/2024

Uniform Investment Adviser Law Examination

Current Firm

INVERSEWEALTH LLC

CRD#: 333749 / SEC#:

California

Registered Investment Advisory firm - (1/1/2025 Approved)

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Contact information

Main Address

111 Deerwood Rd Ste 200, San Ramon, CA 94583

Mailing Address

Phone number

(925) 302-6609

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Sumeet Ganju

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sumeet Ganju's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVERSEWEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2024

Current Firm

INVERSEWEALTH LLC

Contact information

Documents

Red Flags

Company Information

INVERSEWEALTH LLC

TRUST BUT VERIFY

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