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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-28-2011
- Office Locations
- 9
Office Locations
About Rebalance LLC
Rebalance360 is an RIA offering low-fee, tax-efficient, globally diversified portfolios alongside goal-based financial planning and guidance on complex financial decisions. Built for “everyday life” investors, it pairs a secure View360 online hub with advisors. Its investment committee includes Burt Malkiel and Charley Ellis, and the firm has been recognized by Forbes and other outlets. Custody includes Schwab and Fidelity.
Team overview
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Client Personas
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Custodian
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Investment Themes
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Technology
Owner & Executives
Svetlana A Kot
Chief Compliance Officer, Vice President
- CRD
- #7854780
- Ownership
- Less than 5%
SCOTT DAVID PURITZ
Managing Director
- CRD
- #6179412
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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SARAH SWIFT BRANDON
Client SerVice President
- CRD
- #5701372
SONJA GRACE BREEDING
Certified Financial Planner
- CRD
- #4746458
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,928,102,130 | $1,116,446 |
| Non-Discretionary | $0 | -- |
| Total | $1,928,102,130 | $1,116,446 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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