Rebalance LLC

CRD 158242 · Palo Alto, CA · $1.9B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 158242
SEC number: 801-72723
Firm type: RIA
Assets under management: $1.9B as of May 15, 2026
Website: x.com/rebalance360 ↗
Phone: 650-396-3900
Address: 635 Bryant Street, Palo Alto, CA, 94301

Advisors at this firm

9 in our index · page 1 of 1

Sarah Swift BrandonCRD 5701372 · Santa Barbara, CA

IA Registered
Sonja Grace BreedingCRD 4746458 · Danville, CA

IA Registered
Matthew Peter JudeCRD 6987303 · Sacramento, CA

IA Registered
Svetlana A KotCRD 7854780 · Palo Alto, CA

IA Registered
Daniel James MavraidesCRD 7097510 · Los Angeles, CA

IA Registered
Scott David PuritzCRD 6179412 · Chevy Chase, MD

IA Registered
Heidi Bao PhanCRD 7995228 · Boulder, CO

IA Registered
Mitchell Jay TuchmanCRD 5580017 · Menlo Park, CA

IA Registered
Christie Marie WhitneyCRD 3260111 · El Dorado Hills, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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