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- Custodian
- Charles Schwab & Company · LPL Financial · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2016
- Office Locations
- 1
Office Locations
About Gentry Private Wealth
Gentry Private Wealth is a boutique fiduciary team in Wichita providing integrated wealth management for families, businesses, executives, and nonprofits (foundations/endowments). The firm coordinates investments with retirement, tax and estate planning, charitable giving, business management, and risk management, acting as a liaison with clients’ CPAs, attorneys, and bankers. Portfolios commonly use ETFs and public funds within asset-allocation frameworks.
Reported data analysis
What the numbers show
Between July 10, 2025 and April 30, 2026, reported AUM increased 12.3%, from $274.0M to $307.7M.
Across 4 reported observations, AUM increased 84.4% between September 25, 2023 and April 30, 2026, from $166.9M to $307.7M.
Of the latest reported AUM, 86.3% is discretionary and 13.7% is non-discretionary.
The firm reports 4 advisory representatives and 262 clients, or 65.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Gentry Private Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY L WETTA
FOUNDER, Managing Partner, Wealth Advisor
- CRD
- #4658694
- Ownership
- 75% or more
MICHELLE ANNE MCCARTHY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Jerald Fowler Betts
Wealth Advisor
- CRD
- #7680730
Landon Grams
Senior Wealth Advisor
- CRD
- #7371413
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $265,483,529 | $337,336 |
| Non-Discretionary | $42,264,766 | $3,251,136 |
| Total | $307,748,295 | $384,685 |
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Separately Managed Accounts
SMA allocation detail is available
Gentry Private Wealth has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Gentry Private Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.