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Garrett Grigas, portrait

Garrett Grigas

Member/CIO/Iar at Gevers Wealth Management in Issaquah, WA

Investment adviser registrationUpdated

Garrett Grigas is Member/CIO/Iar of Gevers Wealth Management, LLC, an investment adviser managing $224M, and works from its Issaquah, WA office. Garrett Grigas has been registered as an investment adviser representative through Gevers Wealth Management since 2 February 2026, has 6 years in the industry across 3 firms and has passed the SIE, Series 7TO and Series 66.

6
Years in industry
0
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Garrett Grigas has been Member/CIO/Iar of Gevers Wealth Management since December 2025, is a control person of the firm and directly owns between 10% and 25% of it.

Gevers Wealth Management, LLC is an Issaquah, WA firm with $224M under management, 168 clients and 3 advisers in one office, as of its June 2026 filing.

Garrett Grigas is Financial Advisor - Partner of Gevers Wealth. He has over a decade of experience helping clients grow, organize, and simplify their finances, and leads investment management at the firm. He has developed particular depth working with professionals at companies like Amazon, Microsoft, and Google.

Garrett Grigas’ longest registration was 2 years at Cetera Advisor Networks LLC (2020–2023). Before joining Gevers Wealth Management in 2026, Garrett Grigas was registered through Cetera Investment Advisers LLC and Cetera Advisor Networks LLC.

  1. – present · under a year
    Issaquah, WA · Adviser representative · Firm CRD 340092
  2. Cetera Investment Advisers LLC
    – · 2 years
    Issaquah, WA · Adviser representative · Firm CRD 105644
  3. Cetera Advisor Networks LLC
    – · 2 years
    Issaquah, WA · Adviser representative · Firm CRD 13572

Credentials and registrations

Professional designations

Listed by Gevers Wealth Management

  • CFA®
  • CFP®

Investment adviser representative registrations

Garrett Grigas is registered as an investment adviser representative in Washington, since February 2026.

  • WashingtonSince 2 February 2026

Examinations

Series 6621 October 2020
Name
Uniform Combined State Law Examination
Series 7TO8 October 2020
Name
General Securities Representative Examination
SIE14 September 2020
Name
Securities Industry Essentials Examination

Key facts

Full name
Garrett Joseph Grigas
CRD
6633597
Firm
Gevers Wealth Management · CRD 340092
Role
Member/CIO/Iar
Office
5825 221ST PLACE SE, SUITE 102, Issaquah, WA 98027
Registration
Investment adviser registration
In the industry since
October 2020
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Garrett Grigas work?

Garrett Grigas has been Member/CIO/Iar of Gevers Wealth Management, LLC since December 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 1 June 2026

Is Garrett Grigas a financial advisor?

Yes. Garrett Grigas has a current investment-adviser registration in Washington, through Gevers Wealth Management since February 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Garrett Grigas have?

Garrett Grigas has 6 years in the financial industry, since October 2020, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Garrett Grigas passed?

Garrett Grigas has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2020.

Source: IAPD individual record, checked 22 October 2026

Where did Garrett Grigas work before Gevers Wealth Management?

Before Gevers Wealth Management, Garrett Grigas was registered through Cetera Advisor Networks LLC, October 2020 to June 2023.

Source: IAPD individual record, checked 22 October 2026

Where is Garrett Grigas based?

Garrett Grigas’ registered office is in Issaquah, WA.

Source: IAPD individual record, checked 22 October 2026

Is Garrett Grigas registered with FINRA?

No. Garrett Grigas has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Garrett Grigas a CFP?

Gevers Wealth Management lists Garrett Grigas with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: Garrett Grigas biography, geverswealth.com

Is Garrett Grigas a CFA charterholder?

Gevers Wealth Management lists Garrett Grigas with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.

Source: Garrett Grigas biography, geverswealth.com

How can I verify Garrett Grigas’ record?

Search CRD 6633597 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Garrett Grigas’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Gevers Wealth Management

Sources

  1. IAPD individual record, CRD 6633597, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Gevers Wealth Management, LLC, filed 1 June 2026. Title, control and ownership bands.
  3. Gevers Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.