Investment adviser · CRD 158242
REBALANCE LLC
Investment adviser filing (IA)
PALO ALTO, CA, United States · Form ADV filed Jul 30, 2026
- Regulatory AUM
- $1.93B Form ADV · Item 5.F
- Client accounts
- 1,727 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 197 | $1,379,318,626 | 71.5% |
| Individuals | 439 | $404,162,574 | 21.0% |
| Charities | Fewer than 5 | $130,256,328 | 6.8% |
| Retirement plans | 17 | $14,364,602 | 0.7% |
Filing source
Form ADV 2122943 · Jul 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
635 BRYANT STREET, #6PALO ALTO, CA, 94301, United States
CRD 158242
Filing source
Form ADV 2122943 · Jul 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.