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GENTRY PRIVATE WEALTH
515 S. Main Street
Suite 111
Wichita, Kansas 67202
Tel: 316-613-7570
About GENTRY PRIVATE WEALTH
GENTRY PRIVATE WEALTH, formally registered with the SEC as GENTRY PRIVATE WEALTH. The firm was established in 09/26/2022. They have over 1 offices throughout the country.
GENTRY PRIVATE WEALTH is a Wichita, Kansas based Financial Planning firm with nearly $166,865,147 assets under management, offering retirement planning & investment advisory services to 707 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 323208 |
| SEC# | 801-126629 |
| Assets Managed by Firm | $166,865,147 |
| No. of Clients | 707 |
| No. of Advisors | 7 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 707 | $166,865,147 |
| Individuals (other than high net worth individuals) | 195 | $61,381,807 |
| High net worth individuals | 40 | $65,926,733 |
| Pension and profit sharing plans | 10 | $19,955,939 |
| Charitable organizations | 2 | $19,600,668 |
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