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REBALANCE LLC
CRD 158242File 801-72723
APPROVED
Retail clients
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.93B
Top 25% of cohort (national)
Discretionary AUM
$1.93B
Clients
656
1,727 accounts
Employees
18
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 28, 2011
- Principal office
- 635 BRYANT STREET, #6, PALO ALTO, CA, 94301
- Phone
- 650-396-3900
- Website
- HTTP://WWW.REBALANCE360.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.93B
- Discretionary AUM
- $1.93B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,727
- Non-discretionary accounts
- 0
- Total accounts
- 1,727
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $130.3M |
| High net worth individuals | 197 | $1.38B |
| Pension and profit sharing plans | 17 | $14.4M |
| Individuals (other than high net worth individuals) | 439 | $404.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 17 | 18 | increased by1 |
| Apr 1, 2026 | Clients | 652 | 656 | increased by4 |
| Apr 1, 2026 | AUM | $1,558,126,646 | $1,928,102,130 | increased by$369,975,484 |
| Apr 1, 2026 | Accounts | 1,607 | 1,727 | increased by120 |
| Feb 1, 2026 | Employees | 18 | 17 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 18 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 681 | 652 | decreased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,462,139,862 | $1,558,126,646 | increased by$95,986,784 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,608 | 1,607 | decreased by1 |
| Apr 1, 2022 | Employees | 17 | 19 | increased by2 |
| Apr 1, 2022 | Clients | 686 | 681 | decreased by5 |
| Apr 1, 2022 | AUM | $1,250,020,651 | $1,462,139,862 | increased by$212,119,211 |
| Apr 1, 2022 | Accounts | 1,661 | 1,608 | decreased by53 |
| Oct 1, 2021 | Clients | 655 | 686 | increased by31 |
| Oct 1, 2021 | AUM | $984,261,417 | $1,250,020,651 | increased by$265,759,234 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REBALANCE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REBALANCE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.