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Garrett Taylor Yack

West Wealth Group, LLC

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About Garrett Taylor Yack

Garrett Yack is a financial advisor with West Wealth Group, LLC. Garrett has been in the industry since 2013. Garrett is registered with the state of California. Garrett holds the Series 66, Series 7, and SIE licenses. Garrett also holds the following designations: Garrett is a financial advisor with West Wealth Group, LLC. Garrett's firm manages assets for high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management for individuals.

Firm Information

Garrett Yack is currently registered with West Wealth Group, LLC. West Wealth Group, LLC is a financial advisory firm located in Irvine, CA. The firm provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, pension plans, and other clients. The firm has over $349 million in assets under management and is registered with the SEC.
West Wealth Group, LLC

2 PARK PLAZA

IRVINE, CA 92614

$349.28M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Garrett Yack’s Registration & Firm History

CA

10/26/2021 - Present

West Wealth Group, LLC (Indian Wells CA)

CA

01/13/2014 - 07/17/2017

SECURITIES AMERICA, INC. (INDIAN WELLS CA)

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Licenses & Designations

BOTH

Issued 01/27/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Garrett Taylor Yack.
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