This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Vector catalystInsight +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Catalyst bridge
Alpha zenith atlas
- CRD
- #35010
- Ownership
- 43.3%
Showing 2 of 3 owners & executives
Unlock allContacts
Jerald Fowler Betts
Wealth Advisor
- CRD
- #7680730
Caitlin Mikaela Sharp
--
- CRD
- #8164594
Foundation wave
Prime zenith legacy
- CRD
- #58855
Showing 2 of 6 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $307,748,295
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,832,329,289 | 31.6% |
| Public Funds | $582,599,379 | 6.5% |
| Other | $1,846,391,878 | 20.6% |
| Equity - OTC | $1,407,201,577 | 15.7% |
| Municipal Bonds | $1,362,386,240 | 15.2% |
| Cash | $932,159,008 | 10.4% |
| Total | $8,963,067,371 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY UNISON | PRIME NORTH | FZ9QSIK3E | ASLN | 1.13% | $32,392,666 |
| HARBOR RADIAL | MATRIX ZENITH | PFCHH457Q | CPM | 9.65% | $19,642,145 |
| TIMBER EMBER HARBOR | HARBOR EMBER | 46JZS7OF4 | EUF | 11.22% | $68,496,927 |
| CATALYST BEACON | DELTA ELEMENT | NUUYVILS5 | SVXFC | 6.97% | $65,284,635 |
| MERIDIAN HORIZON SIGNAL | FOUNDATION ZENITH | 0S7NOTZCV | GFKQ | 10.03% | $33,524,024 |
| VITAL OAK | PIONEER GLACIER | 3B92XG87G | CXSA | 3.98% | $25,753,256 |
| VALUE UNISON EAGLE | ALPHA TIMBER | O82M60E96 | BKXDM | 12.43% | $27,424,223 |
| VECTOR CREST FRONTIER | SIGNAL OAK | HFOD53IFT | YJVT | 6.28% | $65,328,756 |