# Inversewealth LLC

> Inversewealth LLC is a state-registered investment advisory firm in San Ramon, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 333749
- Filed as: INVERSEWEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Ramon, CA
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333749
- AdvisorCensus page: https://advisorcensus.com/firm/inversewealth-llc-san-ramon-ca-333749

## Quick answers

**How is Inversewealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Inversewealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Inversewealth LLC located?**
Inversewealth LLC's principal office is in San Ramon, CA, according to its Form ADV.

**Is Inversewealth LLC registered with the SEC or a state?**
Inversewealth LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333749.

**How much does Inversewealth LLC manage?**
Inversewealth LLC reports $2,226,111 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).

**What types of clients does Inversewealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (1); corporations or other businesses not listed above (1).

**Does Inversewealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333749

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,226,111
- Discretionary: $2,226,111
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $2,114,216 |
| High net worth individuals | 1 | $99,802 |
| Corporations or other businesses not listed above | 1 | $12,093 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- inversewealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Inversewealth LLC (CRD 333749): Form ADV filing data as of October 2026.