# Gentry Private Wealth

> Gentry Private Wealth is an SEC-registered investment advisory firm in Wichita, KS, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 323208
- Filed as: GENTRY PRIVATE WEALTH
- Legal name: Gentry Private Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wichita, KS
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323208
- AdvisorCensus page: https://advisorcensus.com/firm/gentry-private-wealth-wichita-ks-323208

## Quick answers

**How is Gentry Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Gentry Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Gentry Private Wealth charge?**
Its Form ADV Part 2A brochure dated April 29, 2026 states: Hourly rate: $350 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Gentry Private Wealth located?**
Gentry Private Wealth's principal office is in Wichita, KS, according to its Form ADV.

**Is Gentry Private Wealth registered with the SEC or a state?**
Gentry Private Wealth is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323208.

**How much does Gentry Private Wealth manage?**
Gentry Private Wealth reports $307,748,295 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (86% discretionary).

**How have Gentry Private Wealth's assets and staff changed since 2022?**
In the Form ADV data for Gentry Private Wealth: Regulatory assets under management: $0 in the October 2022 data and $307,748,295 in the October 2026 data. Total employees: 6 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Gentry Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (153); high net worth individuals (88); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Which custodians does Gentry Private Wealth use?**
Gentry Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Nationwide Securities, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Gentry Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323208

**Does Gentry Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated April 29, 2026 says: "GPW does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Gentry Private Wealth's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $274,016,708 to $307,748,295 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Account minimum: None

> GPW does not impose a minimum portfolio size or a minimum initial investment to open an account.

- Hourly rate: $350 an hour (financial planning and/or consulting services)

> Clients that are receiving financial planning and/or consulting services, separate from investment management services, are charged a fixed fee or can be assessed an $350 hourly rate.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Nationwide Securities, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $307,748,295
- Discretionary: $265,483,529
- Non-discretionary: $42,264,766

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 153 | $51,333,319 |
| High net worth individuals | 88 | $183,060,093 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $42,264,766 |
| Charitable organizations | 2 | $28,589,494 |
| Corporations or other businesses not listed above | 1 | $2,500,623 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, KS, MO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gentry-wealth.com
- Facebook @GentryPrivateWealth
- LinkedIn @gentry-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 6 | August 26, 2022 |
| October 2023 | $166,865,147 | 7 | September 25, 2023 |
| October 2024 | $222,371,590 | 9 | April 24, 2024 |
| October 2025 | $274,016,708 | 8 | July 10, 2025 |
| October 2026 | $307,748,295 | 8 | April 30, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $307,748,295 in the October 2026 data.
Total employees: 6 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $274,016,708 to $307,748,295 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gentry Private Wealth (CRD 323208): Form ADV filing data as of October 2026.