Garrett Yack has been an investment adviser representative at West Wealth Group since October 2021, and is not listed among the firm’s executive officers or direct owners.
West Wealth Group, LLC is an Irvine, CA firm with $617M under management, 2,746 clients and 13 advisers across 6 offices, as of its September 2026 filing.
Garrett Yack’s longest registration was 7 years at Cooper McManus (2014–2021). Before joining West Wealth Group in 2021, Garrett Yack was registered through Cooper McManus.
- West Wealth Group, LLCCurrent– present · 4 yearsIndian Wells, CA · Adviser representative · Firm CRD 316644
- Cooper McManus– · 7 yearsIndian Wells, CA · Adviser representative · Firm CRD 111458
Investment adviser representative registrations
Garrett Yack is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2021; the most recent is Texas, in August 2026.
- CaliforniaSince 26 October 2021
- TexasResidentSince 14 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 January 2014 |
| Series 7 | General Securities Representative Examination | 13 January 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Garrett Taylor Yack
- CRD
- 6225806
- Firm
- West Wealth Group · CRD 316644
- Office
- 74-785 Highway 111, Suite 211, Indian Wells, CA 92210
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Garrett Yack work?
Garrett Yack is an investment adviser representative registered through West Wealth Group, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Garrett Yack a financial advisor?
Yes. Garrett Yack has a current investment-adviser registration in California and Texas, through West Wealth Group since October 2021.
How many years of experience does Garrett Yack have?
Garrett Yack has 12 years in the financial industry, since January 2014, across 2 adviser firms.
What exams has Garrett Yack passed?
Garrett Yack has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2014. FINRA credited Garrett Yack with the SIE, which began in October 2018.
Where is Garrett Yack based?
Garrett Yack’s registered office is in Indian Wells, CA.
Is Garrett Yack registered with FINRA?
No. Garrett Yack has no current broker registration.
How can I verify Garrett Yack’s record?
Search CRD 6225806 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Garrett Yack’s full registration record.
