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Aaron James White

VISTA WEALTH MANAGEMENT, LLC·E. PALO ALTO, California
Series 7TO, Series 63, Series 65CFPClean record16 years registeredVISTA WEALTH MANAGEMENT, LLC
2000 UNIVERSITY AVE, E. PALO ALTO, CA 94303CRD# 5668453Firm CRD# 110252

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron James White · E. PALO ALTO, CA
Registration
CRD #5668453 · VISTA WEALTH MANAGEMENT, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

CACHE SECURITIES LLC
Apr 2025 – present
CACHE ADVISORS LLC
Mar 2025 – present
ADERO PARTNERS, LLC
Aug 2018 – Mar 2025
Daly City, CA
VISTA WEALTH MANAGEMENT, LLC
Sep 2009 – Aug 2018
PALO ALTO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7TO
Series 63
Series 65
Registration record
First registered · September 4, 2009
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VISTA WEALTH MANAGEMENT, LLC
CRD 110252 · SEC 801-60117
AUM
$1.7B
Regulatory assets under management
Employees
27
1,835 client accounts
Services offered by VISTA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VISTA WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Aaron James White offer?
Aaron James White specializes in Financial Planning, Investment Management. Contact their office in E. PALO ALTO, California for a consultation.
What are Aaron James White's credentials?
Aaron James White holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Aaron James White located?
Aaron James White is based in E. PALO ALTO, California, working with VISTA WEALTH MANAGEMENT, LLC. Their office serves clients in the E. PALO ALTO metropolitan area and surrounding communities.
How does Aaron James White charge for services?
Aaron James White's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISTA WEALTH MANAGEMENT, LLC?
VISTA WEALTH MANAGEMENT, LLC has approximately 27 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VISTA WEALTH MANAGEMENT, LLC

Eric Robert Swensen
E. PALO ALTO, CA
Stephen David Mayer
SAN FRANCISCO, CA
Henry Burl Pilger
E. PALO ALTO, CA
PFS

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Research
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