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CFO · Cachetech

Aimee Odd

CRD 8242942 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Cachetech, an SEC-registered asset manager based in Logan, UT with $547 million in regulatory assets, lists Aimee Odd on its Form ADV as CFO, a control person. The SEC filings also name Aimee at 1 other registered adviser.

Firms and roles

  • CachetechCFOAsset manager · Logan, UT · $547M in regulatory assets
  • Adams Wealth AdvisorsChief Financial OfficerWealth manager · Logan, UT · $566M in regulatory assets

AtlasMembers

Aimee’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Aimee on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aimee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.