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REBALANCE LLC
CRD 158242 · SEC 801-72723
635 BRYANT STREET, #6, PALO ALTO, CA, 94301, United States
Phone
650-396-3900
Fax
650-618-2780
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.93B
Discretionary AUM
$1.93B
Team
18 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 439 | $404.2M |
| High net worth individuals | 197 | $1.38B |
| Pension/profit sharing plans | 17 | $14.4M |
| Charitable organizations | 3 | $130.3M |
States served
AL, AK, AZ, CA, CO, DC, ID, IL, IN, LA, ME, MD, MA, MI, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, VA, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD