Aaron James White
Investment adviser representative at Cache Advisors LLC
17 yearsExperience
50 statesRegistered in
CFP® certificationDesignation
$962.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Cache Advisors LLCMar 2025 to now
- Cache Securities, LLCMar 2025 to now
- Adero Partners, LLCAug 2018 to Mar 2025
- Vista Wealth Management, LLCApr 2009 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 50 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).
Cache Advisors LLC
$962.1MAssets managed
7Clients
7Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5668453
- Firm CRD
- 323063