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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gentry Private Wealth LLC
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|---|---|
| CRD # | 323208 |
| SEC # | 801-126629 |
| CIK # | 0002022634 |
| AUM | $274.0 M (2025-07-10) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 316-613-7570 |
| Address | 8415 E 21st Street, North Wichita, KS 67206 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.3 | ||
| Apple Inc | 1.3 | ||
| Alphabet Inc | 0.9 | ||
| Amazon Com Inc | 0.9 | ||
| Perth MINT Physical Gold ETF | 0.8 | ||
| Tesla Motors Inc | 0.7 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Cisco Systems Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 46.5 |
| (b) Individuals (high net worth individuals) | 93 | 167.0 |
| (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 | 12 | 35.0 |
| (h) Charitable organizations | 2 | 25.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 818 | 274.0 |
| By Discretionary | ||
| Discretionary | 806 | 239.0 |
| Non-Discretionary | 12 | 35.0 |
| Total | 818 | 274.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 274.0 | |
| Total | 818 | 274.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002022634] |
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