RIA Intel›Advisers›Kansas›GENTRY PRIVATE WEALTH, LLC

GENTRY PRIVATE WEALTH, LLC

Advisory

N·WICHITA, KS

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM

$308M

1-Year AUM Growth

+33.3%

3-Year CAGR

+10.6%

Employees

4

Assets Under Management

Total AUM$308M

Discretionary AUM$265M

Non-Discretionary AUM$42M

Discretionary %86.3%

Total Clients267

Team

Total Employees4

Investment Advisers8

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record16

First FilingAug 26, 2022

Latest FilingMar 3, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GENTRY PRIVATE WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.