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Heidi Bao Phan

Rebalance LLC

Palo Alto, CA

Boulder, CO

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Current Employers
Rebalance Llc

635 Bryant Street #6, Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-04-29
  • CO RA
    APPROVED
    Since 2026-04-29

Branch Locations

635 Bryant Street #6, Palo Alto, CA 94301 • United States

Boulder, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Wealth Conservancy, Inc. Boulder CO 06/2021 09/2024
The Wealth Conservancy, Inc. Boulder CO 10/2024 01/2025
Omnifique Boulder CO 09/2019 03/2021
Salute Colorado Boulder CO 08/2013 08/2019
Unemployed Boulder CO 03/2019 08/2019
Illumination Wealth Management Boulder CO 02/2025 01/2026
Rebalance Llc Palo Alto CA 04/2026 Present
Previous Registrations
Designations
Other Names
  • Heidi Phan-Peterson

View on SEC IAPD

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