Gentry Private Wealth logo

Gentry Private Wealth

Updated today

Client AUM

$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

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

Expertise

Family Business Business succession planning Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning and consulting services (amount varies per engagement)

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 (amount varies)

Other

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

Advisors at this firm

user avatar

Caitlin S

CFP®

Wichita, KS

Gentry Private Wealth

Caitlin Sharp is a CFP® at Gentry Private Wealth with one year of industry experience. Prior to joining Gentry Private Wealth, she worked for five years at Intrust Bank and has experience in academic roles at Kansas State University and Kinsley High School. Gentry Private Wealth provides personalized financial planning and discretionary investment management to individuals, families, family offices, and qualified retirement plans, focusing on customized, long-term portfolios and enhanced client communications, including an internal wrap fee program.

Family Business Business succession planning Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
user avatar

Landon G

Series 65

Wichita, KS

Gentry Private Wealth

Landon Grams is a financial advisor at Gentry Private Wealth in Wichita, KS, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Commerce Trust Company and Knights of Columbus entities. Outside of finance, he worked for over a decade at Rolling Hills Country Club. Gentry Private Wealth offers personalized financial planning and discretionary investment management to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm focuses on building customized, long-term portfolios using fundamental analysis and provides enhanced client communications, including an internal wrap fee program and affiliated tax and valuation services.

Family Business Business succession planning Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
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.

Family Business Business succession planning Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
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.

Family Business Business succession planning Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
View complete list of advisors at this firm
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