DFX Intelligence

Data Factory

RIA / WealthAdvisor26 years in industry

MITCHELL JAY TUCHMAN

Advisor at REBALANCE LLC

Menlo Park, CA | PALO ALTO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87d5fb2d-f3b8-5f67-1b8a-c0eb16d76582

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Oct 27, 2008 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Mitchell Jay Tuchman

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: REBALANCE LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Oct 24, 2008
First registration: Oct 27, 2008
Dual registered: no
IAPD individual key: 5580017

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
REBALANCE LLC	Independent wealth	Sep 28, 2011	n/a	yes	PALO ALTO, CA\|Menlo Park, CA	Current employment
Marketriders	Independent wealth	Mar 12, 2009	Aug 9, 2016	no	CHESTERFIELD, MO	Previous registration
Marketriders	Independent wealth	Oct 27, 2008	Dec 31, 2008	no	CHESTERFIELD, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Marketriders	REBALANCE LLC	Aug 9, 2016	Sep 28, 2011	-1,777	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
147963:158242:MO:2016-08-09	Aug 9, 2016	Sep 28, 2011	CHESTERFIELD, MO	Firm change after gap

Relationships

Registered with (2)

→ REBALANCE LLCRegistered adviserregistration: current employment
Sep 28, 2011 to presentfactForm ADV
→ MARKETRIDERSRegistered adviserregistration: previous registration
Mar 12, 2009 to Aug 9, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87d5fb2d-f3b8-5f67-1b8a-c0eb16d76582
First observed: Oct 27, 2008
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MITCHELL JAY TUCHMAN

Advisor at REBALANCE LLC

Menlo Park, CA | PALO ALTO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87d5fb2d-f3b8-5f67-1b8a-c0eb16d76582

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

REBALANCE LLC

Independent wealth

Sep 28, 2011

n/a

yes

PALO ALTO, CA|Menlo Park, CA

Current employment

Marketriders

Independent wealth

Mar 12, 2009

Aug 9, 2016

CHESTERFIELD, MO

Previous registration

Marketriders

Independent wealth

Oct 27, 2008

Dec 31, 2008

CHESTERFIELD, MO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

Marketriders

REBALANCE LLC

Aug 9, 2016

Sep 28, 2011

-1,777

Firm change after gap

Other

Team

Left

Joined

From

Kind

147963:158242:MO:2016-08-09

Aug 9, 2016

Sep 28, 2011

CHESTERFIELD, MO

Firm change after gap