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CACHETECH

LOGAN, UT · CRD 327688 · IAPD ↗ · 435-752-1702

$547.4MRegulatory AUM
2Advisory reps
7Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — CACHETECH shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2025 — CACHETECH crossed $500M in regulatory AUM ($131.8M -> $671.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2025 — CACHETECH now reports 2 private fund(s) ($80.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
35
April 2024 — CACHETECH reported RAUM down 74% ($500.0M -> $131.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
57
April 2024 — CACHETECH grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.