Gentry Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wichita, KS. Its latest Form ADV filing, dated April 30, 2026, reports $308M in regulatory assets under management, 8 employees, and 800 accounts.
Assets Under Management
$308M
Employees
8
Offices
--
Total Clients
257
Primary office
WICHITA, KS
8415 E. 21ST STREET, NORTH, SUITE 150, WICHITA, KS, United States
Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
153
2
HNWI
34.2%
88
3
Pension Plans
5.1%
13
4
Charitable
0.8%
2
5
Corporations
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$308Mas of April 30, 2026
Discretionary86.3%
$265M
86% of total RAUM86.3%
Non-discretionary13.7%
$42M
14% of total RAUM13.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$308M
Total Accounts800
10Y AUM Change+$308M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee32:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.