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Rebalance LLC CRD 158242
$1.93B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
635 Bryant Street #6, Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-03 |
Branch Locations
150 S Rodeo Drive Suite 100, Beverly Hills, CA 90212 • United States
Los Angeles, CA • United States
635 Bryant Street #6, Palo Alto, CA 94301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Research Investment Solutions, Llc | Beverly Hills | CA | 12/2014 | 05/2020 |
| Inbalance Advisors, Llc | Los Angeles | CA | 05/2022 | 03/2024 |
| Aris | Beverly Hills | CA | 08/2014 | 04/2020 |
| Evoke Advisors | Los Angeles | CA | 05/2020 | 03/2024 |
| None | Los Angeles | CA | 06/2024 | 08/2024 |
| Rebalance Llc | Palo Alto | CA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-18 |
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