Gentry Private Wealth
Firm details
- Headquarters
- Wichita, Kansas
- CRD number
- 323208
- Registered since
- September 26, 2022
- Website
- gentry-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.48%
- Individuals16.68%
- Pension & Profit Sharing Plans13.73%
- Charitable Organizations9.29%
- Corporations / Businesses0.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Gentry Private Wealth is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves both individual and family clients as well as institutional clients, and bills through a mix of assets‑under‑management fees, hourly charges and fixed fees. Its stated advisory services include financial planning, portfolio management for individuals and businesses, selection of third‑party advisers, publication of investment commentary, and, according to its ADV, pension consulting among its offered services, although it is not designated as a pension consultant. The firm does not position itself as an active ESG investor and operates under a single-state registration footprint. Gentry identifies as a capital allocator, meaning it directs client capital into third‑party managers and external fund vehicles in addition to managing pooled and separate account investments directly. An accounting professional is listed among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds26%
- Other7%
- Non-Exchange Traded Equities4%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$186M in ETFs
84%
$157M
12%
$29.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $76.5M | 111,345 | 41.09% |
Location
Wichita, KS
Sedgwick
Location
Wichita, KS
Headquartered in Wichita, KS, anchoring the Wichita-Winfield, KS metro in the Midwest.
- Metro area
- Wichita-Winfield, KS
- Region
- Midwest
- County
- Sedgwick
- Address
- 8415 E 21st St N
- Time zone
- CT (UTC-6)
- Office locations
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