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GENTRY PRIVATE WEALTH
8415 E. 21st Street, North
Suite 150
Wichita, Kansas 67206
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 $222,371,590 assets under management, offering retirement planning & investment advisory services to 756 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323208 |
| SEC# | 801-126629 |
| Assets Managed by Firm | $222,371,590 |
| No. of Clients | 756 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 756 | $222,371,590 |
| Individuals (other than high net worth individuals) | 173 | $48,660,631 |
| High net worth individuals | 72 | $127,191,316 |
| Pension and profit sharing plans | 11 | $24,356,887 |
| Charitable organizations | 2 | $22,162,756 |
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