REBALANCE LLC
CRD #158242 SEC #801-72723 PALO ALTO, CA 650-396-3900
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
18
Clients
26
Accounts
1,607
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $1.6B | $1.6B | $0 | 18 | 0 |
| Mar 2025 | $1.6B | $1.6B | $0 | 18 | 0 |
| Oct 2024 | $1.3B | $1.3B | $0 | 21 | 0 |
| Sep 2024 | $1.3B | $1.3B | $0 | 20 | 0 |
| Sep 2024 | $1.3B | $1.3B | $0 | 20 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 20 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 20 | 0 |
| Nov 2023 | $1.1B | $1.1B | $0 | 19 | 0 |
| Nov 2023 | $1.1B | $1.1B | $0 | 19 | 0 |
| Nov 2023 | $1.1B | $1.1B | $0 | 19 | 0 |
| May 2023 | $1.2B | $1.2B | $0 | 21 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 21 | 0 |
| Dec 2022 | $1.5B | $1.5B | $0 | 19 | 0 |
| Nov 2022 | $1.5B | $1.5B | $0 | 19 | 0 |
| Nov 2022 | $1.5B | $1.5B | $0 | 19 | 0 |
| Mar 2022 | $1.5B | $1.5B | $0 | 19 | 0 |
| Sep 2021 | $1.3B | $1.3B | $0 | 17 | 0 |
| Jul 2021 | $984.3M | $984.3M | $0 | 17 | 0 |
| Mar 2021 | $984.3M | $984.3M | $0 | 17 | 0 |
| Jul 2020 | $795.5M | $795.5M | $0 | 17 | 0 |
| Jun 2020 | $795.5M | $795.5M | $0 | 17 | 0 |
| Mar 2020 | $795.5M | $795.5M | $0 | 17 | 0 |
| Mar 2020 | $795.5M | $795.5M | $0 | 17 | 0 |
| Mar 2020 | $795.5M | $795.5M | $0 | 17 | 0 |
| Nov 2019 | $756.1M | $756.1M | $0 | 17 | 0 |
| Oct 2019 | $756.1M | $756.1M | $0 | 16 | 0 |
| Oct 2019 | $756.1M | $756.1M | $0 | 11 | 0 |
| Mar 2019 | $677.3M | $677.3M | $0 | 11 | 0 |
| Mar 2019 | $677.3M | $677.3M | $0 | 11 | 0 |
| Mar 2019 | $677.3M | $677.3M | $0 | 11 | 0 |
| Mar 2019 | $677.3M | $677.3M | $0 | 11 | 0 |
| Feb 2019 | $642.1M | $642.1M | $0 | 11 | 0 |
| Jan 2019 | $642.1M | $642.1M | $0 | 11 | 0 |
| Dec 2018 | $642.1M | $642.1M | $0 | 11 | 0 |
| Nov 2018 | $642.1M | $642.1M | $0 | 11 | 0 |
| Nov 2018 | $642.1M | $642.1M | $0 | 11 | 0 |
| Nov 2018 | $642.1M | $642.1M | $0 | 11 | 0 |
| Oct 2018 | $642.1M | $642.1M | $0 | 11 | 0 |
| Oct 2018 | $587.1M | $587.1M | $0 | 11 | 0 |
| May 2018 | $587.1M | $587.1M | $0 | 11 | 0 |
| Mar 2018 | $587.1M | $587.1M | $0 | 11 | 0 |
| Nov 2017 | $549.1M | $549.1M | $0 | 10 | 0 |
| Nov 2017 | $549.1M | $549.1M | $0 | 10 | 0 |
| Sep 2017 | $525.1M | $525.1M | $0 | 9 | 561 |
| Sep 2017 | $441.3M | $441.3M | $0 | 9 | 561 |
| Aug 2017 | $441.3M | $441.3M | $0 | 9 | 561 |
| Aug 2017 | $441.3M | $441.3M | $0 | 10 | 561 |
| Jul 2017 | $441.3M | $441.3M | $0 | 10 | 561 |
| Jul 2017 | $441.3M | $441.3M | $0 | 10 | 561 |
| Jun 2017 | $441.3M | $441.3M | $0 | 10 | 561 |
| Apr 2017 | $441.3M | $441.3M | $0 | 11 | 561 |
| Mar 2017 | $441.3M | $441.3M | $0 | 11 | 561 |
| Feb 2017 | $403M | $403M | $0 | 11 | 527 |
| Feb 2017 | $403M | $403M | $0 | 11 | 527 |
| Nov 2016 | $403M | $403M | $0 | 11 | 527 |
| Sep 2016 | $403M | $403M | $0 | 11 | 527 |
| Jul 2016 | $403M | $403M | $0 | 11 | 527 |
| Jul 2016 | $403M | $403M | $0 | 10 | 527 |
| May 2016 | $334M | $334M | $0 | 10 | 527 |
| Mar 2016 | $334M | $334M | $0 | 10 | 527 |
| Aug 2015 | $245M | $245M | $0 | 6 | 300 |
| May 2015 | $245M | $245M | $0 | 6 | 300 |
| Apr 2015 | $245M | $245M | $0 | 6 | 300 |
| Feb 2015 | $245M | $245M | $0 | 6 | 300 |
| Oct 2014 | $225M | $225M | $0 | 6 | 250 |
| Oct 2014 | $177.4M | $177.4M | $0 | 6 | 250 |
| Sep 2014 | $177.4M | $177.4M | $0 | 6 | 250 |
| Sep 2014 | $177.4M | $177.4M | $0 | 6 | 250 |
| Aug 2014 | $177.4M | $177.4M | $0 | 6 | 250 |
| Aug 2014 | $177.4M | $177.4M | $0 | 6 | 250 |
| Jun 2014 | $177.4M | $177.4M | $0 | 6 | 250 |
| Mar 2014 | $177.4M | $177.4M | $0 | 6 | 250 |
| Mar 2014 | $177.4M | $177.4M | $0 | 6 | 250 |
| Mar 2014 | $177.4M | $177.4M | $0 | 6 | 250 |
| Sep 2013 | $115M | $115M | $0 | 3 | 110 |
| Mar 2013 | $115M | $115M | $0 | 3 | 110 |
| Mar 2013 | $115M | $115M | $0 | 3 | 110 |
| Sep 2012 | $67.6M | $67.6M | $0 | 1 | 0 |
| Sep 2012 | $67.6M | $67.6M | $0 | 1 | 0 |
| Sep 2012 | $67.6M | $67.6M | $0 | 1 | 0 |
| Aug 2012 | $67.6M | $67.6M | $0 | 1 | 0 |
| Mar 2012 | $67.6M | $67.6M | $0 | 1 | 0 |
| Mar 2012 | $67.6M | $67.6M | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
| Sep 2011 | $0 | $0 | $0 | 5 | -- |
| Sep 2011 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients0
DateMar 2025
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees18
Clients0
DateOct 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees21
Clients0
DateSep 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateSep 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees19
Clients0
DateMay 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees21
Clients0
DateDec 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients0
DateNov 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients0
DateNov 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees19
Clients0
DateSep 2021
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees17
Clients0
DateJul 2021
Total AUM$984.3M
Discretionary$984.3M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$984.3M
Discretionary$984.3M
Non-Disc.$0
Employees17
Clients0
DateJul 2020
Total AUM$795.5M
Discretionary$795.5M
Non-Disc.$0
Employees17
Clients0
DateJun 2020
Total AUM$795.5M
Discretionary$795.5M
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$795.5M
Discretionary$795.5M
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$795.5M
Discretionary$795.5M
Non-Disc.$0
Employees17
Clients0
DateMar 2020
Total AUM$795.5M
Discretionary$795.5M
Non-Disc.$0
Employees17
Clients0
DateNov 2019
Total AUM$756.1M
Discretionary$756.1M
Non-Disc.$0
Employees17
Clients0
DateOct 2019
Total AUM$756.1M
Discretionary$756.1M
Non-Disc.$0
Employees16
Clients0
DateOct 2019
Total AUM$756.1M
Discretionary$756.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$677.3M
Discretionary$677.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$677.3M
Discretionary$677.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$677.3M
Discretionary$677.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2019
Total AUM$677.3M
Discretionary$677.3M
Non-Disc.$0
Employees11
Clients0
DateFeb 2019
Total AUM$642.1M
Discretionary$642.1M
Non-Disc.$0
Employees11
Clients0
DateJan 2019
Total AUM$642.1M
Discretionary$642.1M
Non-Disc.$0
Employees11
Clients0
DateDec 2018
Total AUM$642.1M
Discretionary$642.1M
Non-Disc.$0
Employees11
Clients0
DateNov 2018
Total AUM$642.1M
Discretionary$642.1M
Non-Disc.$0
Employees11
Clients0
DateNov 2018
Total AUM$642.1M
Discretionary$642.1M
Non-Disc.$0
Employees11
Clients0
DateNov 2018
Total AUM$642.1M
Discretionary$642.1M
Non-Disc.$0
Employees11
Clients0
DateOct 2018
Total AUM$642.1M
Discretionary$642.1M
Non-Disc.$0
Employees11
Clients0
DateOct 2018
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees11
Clients0
DateMay 2018
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2018
Total AUM$587.1M
Discretionary$587.1M
Non-Disc.$0
Employees11
Clients0
DateNov 2017
Total AUM$549.1M
Discretionary$549.1M
Non-Disc.$0
Employees10
Clients0
DateNov 2017
Total AUM$549.1M
Discretionary$549.1M
Non-Disc.$0
Employees10
Clients0
DateSep 2017
Total AUM$525.1M
Discretionary$525.1M
Non-Disc.$0
Employees9
Clients561
DateSep 2017
Total AUM$441.3M
Discretionary$441.3M
Non-Disc.$0
Employees9
Clients561
DateAug 2017
Total AUM$441.3M
Discretionary$441.3M
Non-Disc.$0
Employees9
Clients561
DateAug 2017
Total AUM$441.3M
Discretionary$441.3M
Non-Disc.$0
Employees10
Clients561
DateJul 2017
Total AUM$441.3M
Discretionary$441.3M
Non-Disc.$0
Employees10
Clients561
DateJul 2017
Total AUM$441.3M
Discretionary$441.3M
Non-Disc.$0
Employees10
Clients561
DateJun 2017
Total AUM$441.3M
Discretionary$441.3M
Non-Disc.$0
Employees10
Clients561
DateApr 2017
Total AUM$441.3M
Discretionary$441.3M
Non-Disc.$0
Employees11
Clients561
DateMar 2017
Total AUM$441.3M
Discretionary$441.3M
Non-Disc.$0
Employees11
Clients561
DateFeb 2017
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees11
Clients527
DateFeb 2017
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees11
Clients527
DateNov 2016
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees11
Clients527
DateSep 2016
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees11
Clients527
DateJul 2016
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees11
Clients527
DateJul 2016
Total AUM$403M
Discretionary$403M
Non-Disc.$0
Employees10
Clients527
DateMay 2016
Total AUM$334M
Discretionary$334M
Non-Disc.$0
Employees10
Clients527
DateMar 2016
Total AUM$334M
Discretionary$334M
Non-Disc.$0
Employees10
Clients527
DateAug 2015
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees6
Clients300
DateMay 2015
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees6
Clients300
DateApr 2015
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees6
Clients300
DateFeb 2015
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees6
Clients300
DateOct 2014
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees6
Clients250
DateOct 2014
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees6
Clients250
DateSep 2014
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees6
Clients250
DateSep 2014
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees6
Clients250
DateAug 2014
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees6
Clients250
DateAug 2014
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees6
Clients250
DateJun 2014
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees6
Clients250
DateMar 2014
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees6
Clients250
DateMar 2014
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees6
Clients250
DateMar 2014
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees6
Clients250
DateSep 2013
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees3
Clients110
DateMar 2013
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees3
Clients110
DateMar 2013
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees3
Clients110
DateSep 2012
Total AUM$67.6M
Discretionary$67.6M
Non-Disc.$0
Employees1
Clients0
DateSep 2012
Total AUM$67.6M
Discretionary$67.6M
Non-Disc.$0
Employees1
Clients0
DateSep 2012
Total AUM$67.6M
Discretionary$67.6M
Non-Disc.$0
Employees1
Clients0
DateAug 2012
Total AUM$67.6M
Discretionary$67.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$67.6M
Discretionary$67.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$67.6M
Discretionary$67.6M
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--