Gentry Private Wealth

What Gentry Private Wealth does

Gentry Private Wealth LLC is a boutique, fee-only SEC-registered investment adviser (RIA) founded in 2010 by Managing Partner Jeff Wetta and headquartered in Wichita, Kansas. The firm serves high-net-worth families, business owners, executives, foundations, and endowments through an integrated wealth management offering spanning wealth planning, investment management, asset protection, business planning, estate/tax/charitable planning, and a Virtual Family Office service for ultra-high-net-worth clients. Reported scale metrics include average AUM of $1.8M per household, 97% client retention, and 10-year average client tenure (Wichita Business Journal Book of Lists, 2022).

The firm's service delivery is built on a fiduciary, no-commission model with no proprietary funds or product quotas, supported by a team of approximately 10 advisors and operations staff at a 1:65 advisor-to-household ratio. The core technology stack is industry-standard third-party infrastructure: MyAdvisorLink client portal, LPL Account View, Schwab Alliance for custody, and eMoney for financial planning, with institutional-grade portfolio management delivered through an unnamed leading portfolio management partner. Strategic partnerships extend the firm's capabilities: GoalVest Advisory supplies market intelligence and quarterly commentary, while Carlyle and Apollo provide access to private equity and private credit alternatives for qualified clients.

Go-to-market is relationship-driven and sales-led, relying on referrals from existing clients, CPAs, and attorneys, supported by content marketing through a monthly newsletter ('The Advisor') and periodic client events. Revenue is generated entirely through recurring advisory fees with no publicly disclosed pricing tiers, and the firm files SEC 13F disclosures reflecting positions in liquid public equities such as Johnson & Johnson and AT&T.

Name

Gentry Private Wealth

Legal name

Gentry Private Wealth LLC

Website

https://gentry-wealth.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Estate Planning, Trust Structuring & Governance (FSAAADAF), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Wealth management services
• Investment management
• Financial planning
• Estate planning
• Fiduciary advisory

Headquarters

HQ city

Wichita

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Advisory Fees: Fee-only registered investment adviser (RIA) model. No commissions, no product quotas, no proprietary funds. Revenue generated entirely through advisory fees for wealth management services including investment management, financial planning, estate planning, tax planning, and related services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Gentry Private Wealth is a fee-only registered investment adviser (RIA) providing boutique, integrated wealth management services to high-net-worth families, business owners, executives, foundations, and endowments. Core services include comprehensive wealth planning, personalized investment management, asset protection, business succession planning, and estate/tax/charitable planning, delivered through a team of fiduciary advisors with no product quotas or commissions.

Product overview

Gentry Private Wealth is a boutique wealth management firm offering concierge-level integrated wealth management through multiple coordinated service lines: Wealth Planning (comprehensive financial strategy integrating investments, retirement, tax, estate, and risk management), Investment Management (custom portfolio strategies with stocks, ETFs, bonds, and alternatives), Asset Protection, Business Planning, Estate/Tax/Charitable Planning, and a Virtual Family Office providing ultra-high-net-worth advisory services. The firm also publishes 'The Advisor' monthly newsletter. All services are delivered through a team of fiduciary advisors serving affluent families, business owners, executives, foundations, and endowments.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning Comprehensive wealth planning services integrating investments, retirement goals, tax considerations, estate plans, and legacy objectives into a unified financial strategy tailored to individuals, families, and business owners.
• Investment Management Personalized portfolio management including custom investment strategies, diversified asset allocation across stocks, ETFs, fixed income, and alternatives, with ongoing monitoring, rebalancing, and tax-efficient investing approaches.
• Asset Protection Risk management and asset protection strategies designed to safeguard client wealth from unexpected events and potential threats.
• Business Planning Business succession planning and strategic business planning services for business owners navigating transitions, growth, and exit strategies.
• Estate, Tax & Charitable Planning Estate planning, tax-efficient wealth transfer strategies, and charitable giving planning to preserve and distribute wealth according to client wishes.
• Virtual Family Office Ultra-exclusive advisory services typically reserved for the wealthiest families, including company stock-option analysis, pre-IPO access, portfolio stress tests, private banking, and discretionary investment accounts.

Segments4 records

Ideal customer profiles4 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Two partnerships are on record, tiered core.

• GoalVest AdvisorycoreStrategic or Co-development PartnerGoalVest Advisory provides institutional-grade market intelligence and investment advisory services to Gentry Private Wealth clients. The partnership delivers market updates, economic outlook reports, and portfolio management services. GoalVest's CEO Sevasti Balafas, CFA, CPWA provides quarterly market commentary for Gentry's newsletter and client communications.
• Leading Portfolio Management FirmcoreTechnology or IntegrationThrough partnership with a leading portfolio management firm, Gentry offers access to innovative, sophisticated investment strategies typically reserved for large institutions. This partnership enables delivery of institutional-grade portfolio management services to individual clients.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• CAPTRUST: Independent RIA offering investment management and wealth advisory services to high-net-worth individuals, families, and institutions. Comparable service mix with broader institutional footprint.
• Mercer Advisors: National RIA delivering comprehensive wealth management including investment, tax, estate, and trust planning to high-net-worth households. Similar full-service fiduciary model targeting executives and business owners.
• Buckingham Strategic Wealth: Fee-only RIA serving affluent individuals and families with evidence-based investment management and comprehensive financial planning. Comparable fiduciary, planning-driven model.
• Moneta Group: Fee-only RIA providing investment management, financial planning, tax, and family office services to affluent individuals and families. Directly comparable boutique-to-mid-market wealth management model.
• Carson Group: Boutique-style wealth management firm serving high-net-worth individuals and business owners with holistic financial planning, investment management, and coaching for advisors. Comparable concierge-style RIA approach.
• Creative Planning: Large fee-only RIA offering comprehensive wealth planning, investment management, and tax/estate planning to high-net-worth households. Directly comparable service mix and fee-only fiduciary model, though significantly larger in scale.
• Mariner Wealth Advisors: National independent wealth advisory firm providing financial planning, investment management, tax, and estate services to affluent families, executives, and business owners. Comparable integrated wealth management offering and RIA structure.

Others

• Charles Schwab: Major custodian and brokerage partner for Gentry's client accounts. Relevant as a back-office infrastructure provider rather than a direct competitor; also offers competing direct-to-consumer wealth services.
• LPL Financial: Largest independent broker-dealer and RIA custodian in the U.S. Gentry integrates LPL Account View into its client portal; relevant ecosystem participant and potential back-office partner.

Broad incumbents

• Focus Financial Partners: Partnership platform aggregating independent RIAs and wealth management firms nationally. Relevant as both a competitive threat and a potential exit partner for boutique RIAs like Gentry.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/GentryPrivateWealth
• LinkedInlinkedin.com/company/gentry-private-wealth

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gentry Private Wealth