Gentry Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$234,393,412
Clients
241
Advisors
4
of 8 employees
About
Gentry Private Wealth provides personalized financial planning and discretionary investment management to individuals (including high net worth clients), families, family offices, trusts, estates, private foundations, and qualified retirement plans. Its services include portfolio management, comprehensive financial planning, retirement plan advisory, and family office support for accredited investors, and it makes some investment advice available through a firm-sponsored wrap fee program.
The firm typically builds customized, long-term portfolios using fundamental analysis and allocates across mutual funds, ETFs, equities, corporate bonds, REITs and alternative/private funds; it may also recommend fee-based annuities where appropriate. GPW manages many accounts on a discretionary basis, will select external managers when warranted, and conducts ongoing monitoring with at least annual reviews and periodic reporting tied to each client’s financial plan.
Noteworthy aspects that distinguish GPW from many peers are its operation of an internal wrap fee program and its provision of enhanced client communications and periodicals — family office clients receive quarterly progress reports and a quarterly market commentary. The firm maintains an affiliated tax and valuation services entity that prepares business valuations and tax returns and has advisory personnel licensed as insurance professionals, arrangements the firm discloses and integrates into its service offerings.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services (amount varies per engagement)
$0 - $499,999: 1.75% $500,000 - $999,999: 1.60% $1,000,000 - $2,499,999: 1.35% $2,500,000 - $4,999,999: 1.00% $5,000,000 - $24,999,999: 0.75% $25,000,000 - $49,999,999: 0.50% $50,000,000+: 0.35%
$350 per hour for financial planning and consulting services
Annual retainer fee billed monthly for ongoing financial planning and consulting services (amount varies)
Fee-only: Fixed fees and $350 hourly rate for financial planning and consulting services
Main office
8415 E. 21st Street, North, Suite 150
Wichita KS 67206
Advisors at this office
4
Most active in
California · Kansas · Missouri · Nebraska · Texas
Also doing business as
Gentry Private Wealth · Gentry Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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