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InverseWealth
InverseWealth LLC is a California fee-only registered investment adviser offering private wealth management and family-office-level CFO services for tech...
Overview
InverseWealth LLC is a California fee-only registered investment adviser offering private wealth management and family-office-level CFO services for tech professionals and business owners. It operates under the fiduciary standard and emphasizes active risk management, tax-efficient structuring, retirement planning, and benefits maximization. The firm specializes in equity compensation, concentrated stock positions, and liquidity events common among tech professionals.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
California
Principals
Sumeet Ganju
Founder and Fiduciary
Sumeet Ganju founded InverseWealth
Frequently asked questions
What regulatory obligations does InverseWealth have as a state-registered advisor?
As a state-registered investment advisor, InverseWealth is bound by the Investment Advisers Act of 1940, which imposes fiduciary duties of care and loyalty to clients. The firm files Form ADV annually, disclosing its ownership structure, assets under management in broad bands, types of clients, fee arrangements, and any disciplinary history. SEC examiners can inspect the firm's books and records, and the firm must maintain written compliance policies and a designated chief compliance officer.
Where can I find the firm's Form ADV filing?
Form ADV filings for state-registered investment advisors are publicly available through the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov. Searching by the firm's legal name or SEC file number will return Part 1A of the ADV, which contains the firm's business description, ownership, client count, and regulatory assets under management band, as well as any disciplinary disclosures if applicable.
Who are the principals of InverseWealth?
The ownership and control persons of InverseWealth are listed in Schedule A and Schedule B of the firm's Form ADV Part 1A. These schedules identify direct owners, executive officers, and any persons with control over the firm's management or policies. The filings are public but require retrieval from the SEC's IAPD system, and the specific individuals have not been surfaced in secondary public reporting.
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