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

More Retirement Planning firms in Wichita, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

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