# Rebalance LLC

> Rebalance LLC is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2011, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 158242
- Filed as: REBALANCE LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158242
- AdvisorCensus page: https://advisorcensus.com/firm/rebalance-llc-palo-alto-ca-158242

## Quick answers

**How is Rebalance LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rebalance LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Rebalance LLC located?**
Rebalance LLC's principal office is in Palo Alto, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Rebalance LLC registered with the SEC or a state?**
Rebalance LLC is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 158242.

**How much does Rebalance LLC manage?**
Rebalance LLC reports $1,928,102,130 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have Rebalance LLC's assets and staff changed since 2021?**
In the Form ADV data for Rebalance LLC: Regulatory assets under management: $1,250,020,651 in the October 2021 data and $1,928,102,130 in the October 2026 data, up 54%. Total employees: 17 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rebalance LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (439); high net worth individuals (197); pension and profit sharing plans (but not the plan participants or government pension plans) (17).

**Which custodians does Rebalance LLC use?**
Rebalance LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Rebalance LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158242

**Does Rebalance LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The account minimum for Rebalance360 accounts is $1,000,000, although this minimum may be waived at Rebalance’s discretion."

**What changed in Rebalance LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The account minimum for Rebalance360 accounts is $1,000,000, although this minimum may be waived at Rebalance’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,928,102,130
- Discretionary: $1,928,102,130
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 439 | $404,162,574 |
| High net worth individuals | 197 | $1,379,318,626 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $14,364,602 |
| Charitable organizations | 3 | $130,256,328 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2011 (15 years)
- Employees: 18 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AZ, CA, CO, CT, DC, FL, ID, IL, IN, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Beverly Hills, CA

### Websites listed on Form ADV (Item 1.I)
- rebalance360.com
- LinkedIn @rebalance360
- X @rebalance360
- YouTube @retirementinvesting

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,250,020,651 | 17 | September 7, 2021 |
| October 2022 | $1,462,139,862 | 19 | March 29, 2022 |
| October 2023 | $1,179,867,228 | 21 | May 18, 2023 |
| October 2024 | $1,312,746,202 | 20 | September 20, 2024 |
| October 2025 | $1,558,126,646 | 18 | March 26, 2025 |
| October 2026 | $1,928,102,130 | 18 | July 30, 2026 |

Regulatory assets under management: $1,250,020,651 in the October 2021 data and $1,928,102,130 in the October 2026 data, up 54%.
Total employees: 17 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in UT.

### June 2026
- Employees performing advisory functions went from 6 to 7.

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $1,558,126,646 to $1,928,102,130 (+24%).
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Employees performing advisory functions went from 6 to 5.

### January 2026
- No longer registered or notice-filed in KY, MN, VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rebalance LLC (CRD 158242): Form ADV filing data as of October 2026.