Investment adviser · CRD 323208
GENTRY PRIVATE WEALTH
Investment adviser filing (IA)
GENTRY PRIVATE WEALTH, LLC
WICHITA, KS, United States · Form ADV filed Apr 30, 2026
- Regulatory AUM
- $308M Form ADV · Item 5.F
- Client accounts
- 800 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 88 | $183,060,093 | 59.5% |
| Individuals | 153 | $51,333,319 | 16.7% |
| Retirement plans | 13 | $42,264,766 | 13.7% |
| Charities | Fewer than 5 | $28,589,494 | 9.3% |
| Corporations & businesses | Fewer than 5 | $2,500,623 | 0.8% |
Filing source
Form ADV 2101329 · Apr 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8415 E. 21ST STREET, NORTH, SUITE 150WICHITA, KS, 67206, United States
CRD 323208
Filing source
Form ADV 2101329 · Apr 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.