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REBALANCE LLC
CRD 158242File 801-72723
APPROVED
Retail clients
Filing as of Jul 30, 2026
Feed vintage Aug 17, 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
- https://x.com/rebalance360
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.