Gentry Private Wealth logo

Gentry Private Wealth

Updated today

Client assets under management

$234,393,412

Clients

241

37% high-net-worth

Advisors

3

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

80

High

Average account size

$972,587

About

Gentry Private Wealth provides advisory services to individuals (including high net worth clients), families, family offices, trusts, estates, private foundations and qualified retirement plans, offering personalized financial planning, discretionary investment management, and family office support for accredited investors. The firm also provides consulting and advisory services to retirement plan sponsors and prepares formal written comprehensive financial plans when requested.

The firm’s investment process is client‑driven and generally long‑term in orientation, using fundamental analysis to build customized portfolios that may include mutual funds, ETFs, equities, corporate bonds, REITs and alternative or private investments. GPW manages many accounts on a discretionary basis, may allocate assets to unaffiliated external managers, and occasionally recommends fee‑based annuity contracts or other products when they align with a client’s objectives.

What distinguishes the firm from many peers is that it sponsors and operates a wrap fee program for its non‑retirement investment management clients, a structure less commonly maintained by similarly sized advisers. GPW also provides periodic written commentary and enhanced reporting for family office clients and has an affiliated tax and valuation practice offering business valuation and tax return services that clients can use in conjunction with advisory services.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Annuities Family Business

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning and consulting services, amount determined based on scope and complexity.

Percentage

$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%

Project-based

$350 per hour for financial planning and consulting services.

Subscriptions

Annual retainer fee billed monthly for ongoing financial planning and consulting services.

Other

Fee-only: Fixed fees for financial planning and consulting; $350/hour hourly rate; annual retainer fees billed monthly for ongoing planning services.

Main office location

Gentry Private Wealth

8415 E. 21 St Street, North, Suite 150

Wichita KS 67206, United States

Number of offices

1

Most active in

California · Kansas · Missouri · Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Caitlin S

CFP®

Wichita, KS

Gentry Private Wealth

Caitlin Sharp is a CFP® professional at Gentry Private Wealth with one year of experience in financial advising. Prior to joining Gentry Private Wealth, she worked at Intrust Bank for five years and has a background that includes roles in education at Kansas State University and Kinsley High School. Gentry Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, and various entities including trusts and foundations. The firm’s investment approach focuses on client-specific analysis with an emphasis on fundamental research and a long-term orientation, complemented by a sponsored wrap fee program and additional family office and tax-related services.

Annuities Family Business Founder/Business Owner Executive
user avatar

Jeffrey W

Series 66

Wichita, KS

Gentry Private Wealth

Jeffrey Wetta is a financial advisor at Gentry Private Wealth with 22 years of industry experience and holds the Series 66 designation. He previously worked at V Wealth Management, LLC dba Wetta & Jones, LLC and LPL Financial LLC. Outside of his advisory role, he serves on the Planned Giving Advisory Council for the Catholic Diocese of Wichita and is a board member for the Diocese's nonprofit school education fund, as well as a campaign team member for Catholic Charities. Gentry Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, and various entities, including high-net-worth clients. The firm emphasizes client-specific analysis with a primarily fundamental, long-term investment approach, offers family office services, and sponsors its own wrap fee program.

Annuities Family Business Founder/Business Owner Executive
user avatar

Jerald B

Series 65

Wichita, KS

Gentry Private Wealth

Jerald Betts is a financial advisor at Gentry Private Wealth with three years of industry experience. He holds a Series 65 designation and has worked at firms including HV Management, LLC and Leslie Rudd Investment Co. Outside of advisory services, he is sole owner of Jerald Betts Advisory Services, LLC, which provides business valuation, business exit planning, outsourced CFO services, and income tax planning. He also serves as a director at High Plains Farm Credit, an agriculture lending institution. Gentry Private Wealth offers personalized financial planning and discretionary portfolio management to individuals, families, and various entities, including high-net-worth clients. The firm emphasizes client-specific analysis and fundamental research, operating a sponsored wrap fee program and providing family office services and affiliated tax/accounting support.

Annuities Family Business Founder/Business Owner Executive
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