SourcingSourcing

GENTRY PRIVATE WEALTH, LLC

C40
CRD 323208·SEC 801-126629·WICHITA, KS
AUM
$307.7M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$923K
@ 30% margin
Est. Deal Value
$7.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GENTRY PRIVATE WEALTH, LLC
CRD
323208
SEC file #
801-126629
EIN
271611173
DBA names
Gentry Private Wealth

Economics

AUM
$307.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$274.0M → $307.7M▲ +12%
Client mix
Individuals Other153
Individuals High Net Worth88
Pension Profit Sharing Plans13
Charitable Organizations2
Corporations1

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
3 advisors → 4 advisors▲ +33%
Primary office
WICHITA KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
linkedin.com/company/gentry-private-wealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WETTA, JEFFREY, L
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
WETTA, JEFFREY, L
WETTA, STACIA, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
67,500
Form 5500 Compensation Trajectory 3y
202567,500
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
67,500
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0002022634
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2024-08-05
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
8
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001765380-26-000166

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
8415 E. 21ST STREET, NORTHSUITE 150WICHITA, KS 67206
Business
8415 E. 21ST STREET, NORTHSUITE 150WICHITA, KS 67206
Edgar EIN
271611173
Edgar Recent Filings
13F-HR2026-05-05 · 0001765380-26-000166
13F-HR2026-01-28 · 0001765380-26-000043
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4658694
Trust Company Affiliate
No

People (6)

6
WETTA, JEFFREY, L
IAR · Direct Owner · 87.5%
4658694
WETTA, STACIA, MARIE
Executive Officer · 2.5%
6744296
MCCARTHY, MICHELLE, ANNE
Executive Officer · 2.5%
7682269
Caitlin Mikaela Sharp
IAR
8164594
Jerald Fowler Betts
IAR
7680730
George Anton Traglia
IAR
8266116