RIA Intel›Advisers›California›REBALANCE LLC

REBALANCE LLC

Advisory

N·PALO ALTO, CA

Data as of Jul 30, 2026 · Source: SEC Form ADV

Total AUM

$1.9B

1-Year AUM Growth

+16.6%

3-Year CAGR

+1.6%

Employees

7

Assets Under Management

Total AUM$1.9B

Discretionary AUM$1.9B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients652

Team

Total Employees7

Investment Advisers18

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record84

First FilingSep 1, 2011

Latest FilingJul 30, 2026

🔒 Full AUM trend chart and 84 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on REBALANCE LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.