$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2025
- Office Locations
- 2
Office Locations
111 Deerwood RD STE 200 SAN Ramon CA
-- Castro Valley CA
About Inversewealth LLC
Inversewealth LLC is a SAN Ramon-based RIA with 2 offices. The firm has been operating for 1 years. Managing $1.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$218.1K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
S
Sumeet Ganju
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #8004561
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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S
SHANTNU CHANDEL
--
- CRD
- #5911449
Available
Available
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Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,308,454 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,308,454 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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