|
⚲
|
| Keyboard |
| Rebalance LLC
✚
|
|
|---|---|
| CRD # | 158242 |
| SEC # | 801-72723 |
| CIK # | 0001811052 |
| AUM | 1,928.1 M (2026-05-15) |
| Employees | 18 (39% Investors, 0% Brokers) |
| Phone | 650-396-3900 |
| Address | 635 Bryant Street Palo Alto, CA 94301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 439 | 404.2 |
| (b) Individuals (high net worth individuals) | 197 | 1,379.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 14.4 |
| (h) Charitable organizations | 3 | 130.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,727 | 1,928.1 |
| By Discretionary | ||
| Discretionary | 1,727 | 1,928.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,727 | 1,928.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.1 | |
| United States Persons | 1,905.0 | |
| Total | 1,727 | 1,928.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001811052] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RVW Wealth LLC
✚
|
CA | 1,936.6 M |
|
Fourthought Financial Partners LLC
✚
|
FL | 1,927.1 M |
|
Landaas & Company LLC
✚
|
WI | 1,926.6 M |
|
First Pacific Financial Inc
✚
|
WA | 1,925.8 M |
|
AMI Asset Management Corp
✚
|
CA | 1,925.6 M |
|
Conservest Capital Advisors Inc
✚
|
PA | 1,924.7 M |
|
Rossmore Private Capital LLC
✚
|
CT | 1,923.4 M |
|
Heartland Advisors Inc
✚
|
WI | 1,920.6 M |
|
Falcon Wealth Planning Inc
✚
|
CA | 1,919.8 M |
|
Novare Capital Management
✚
|
NC | 1,917.1 M |