AW
CFP
AW
CFP

Aaron James White

16 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
3 clients
Average Client Portfolio
$96.9M average
Assets Under Management
$290.6M

Fee Structure

Financial Planning:Investment management only
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Location

95 Third St, 2nd Floor, San Francisco, CA, 94103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aaron is a consultant for Adero Partners, LLC, an investment firm, providing consultative support and assistance to transition the business. This activity requires minimal time commitment.

Employment History
Current Registrations
Cache Securities LLC
April 2025 - Present · 10 mos
Cache Securities LLCBroker
April 2025 - Present · 10 mos
Cache Advisors LLC
March 2025 - Present · 11 mos
Previous Registrations
Adero Partners, LLC
August 2018 - March 2025 · 6 yrs 7 mos
Vista Wealth Management, LLC
September 2009 - August 2018 · 8 yrs 11 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.