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| Keyboard |
| Gentry Private Wealth LLC
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|---|---|
| CRD # | 323208 |
| SEC # | 801-126629 |
| CIK # | 0002022634 |
| AUM | 307.7 M (2026-04-30) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 316-613-7570 |
| Address | 8415 E 21st Street, North Wichita, KS 67206 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Perth MINT Physical Gold ETF | 3.0 | |
| Apple Inc | 1.7 | |
| Alphabet Inc | 1.6 | |
| Amazon Com Inc | 1.6 | |
| Microsoft Corp | 1.4 | |
| Wal Mart Stores Inc | 1.1 | |
| Nvidia Corp | 1.0 | |
| Tesla Motors Inc | 1.0 | |
| Goldman Sachs Group Inc | 0.9 | |
| Baker Hughes A GE Co | 0.9 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 51.3 |
| (b) Individuals (high net worth individuals) | 88 | 183.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 42.3 |
| (h) Charitable organizations | 2 | 28.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 800 | 307.7 |
| By Discretionary | ||
| Discretionary | 787 | 265.5 |
| Non-Discretionary | 13 | 42.3 |
| Total | 800 | 307.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.7 | |
| Total | 800 | 307.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002022634] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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OR | 304.8 M |
|
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|
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303.5 M |