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GENTRY PRIVATE WEALTH

WICHITA, KS · CRD 323208 · IAPD ↗ · 316-613-7570

$307.7MRegulatory AUM
4Advisory reps
8Employees
5Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2025 — GENTRY PRIVATE WEALTH notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — GENTRY PRIVATE WEALTH reported RAUM up 33% ($166.9M -> $222.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.