Rebalance LLC

RIASEC RegisteredEst. 2011
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$1.1M
Accounts
1,727
Employees
18
Advisory reps
9

Firm details

Headquarters
Palo Alto, California
CRD number
158242
Registered since
September 28, 2011
Website
www.rebalance360.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI71.54%
  • Individuals20.96%
  • Charitable Organizations6.76%
  • Pension & Profit Sharing Plans0.75%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Rebalance LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2011. The firm serves both individual/family and institutional clients and bills using a mix of percentage-of-assets and fixed fees. Its core advisory offerings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Rebalance is not classified as a capital allocator and is not identified as an active ESG investor. Two industry recognitions appear in the record: a placement on FA Magazine’s Top RIA Firms list in 2020 and a Forbes mention among America’s Top RIA Firms in 2023.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 89%, Exchange Traded Equities 6%, US Government Bonds 3%, Cash & Cash Equivalents 2%89%
  • Public Funds/Mutual Funds89%
  • Exchange Traded Equities6%
  • US Government Bonds3%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Mitchell Tuchman

    Mitchell Tuchman

    Managing Director and Chief Investment OfficerCRD 5580017

Contacts

3 of 8
  • Sonja Breeding

    Sonja Breeding

    Vice PresidentCRD 4746458

  • Christie Whitney

    Christie Whitney

    Senior Vice President, Wealth ManagementCRD 3260111

  • Svetlana Kot

    Svetlana Kot

    Vice President of Finance and OperationsCRD 7854780

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 84

Active vs passive

$1.9B in ETFs

Passive

98%

$1.9B

Active

<1%

$30.3M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB US BROAD MARKET ETF (SCHB)SchwabPassiveLarge Blend$427M14,738,45322.51%
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Location

Primary office

Palo Alto, CA

Santa Clara

Location

Palo Alto, CA

Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
635 Bryant St
Time zone
PT (UTC-8)
Office locations

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