Insights

Niche Clientele Target mid-market and high-net-worth business owners, foundations, and endowments that would benefit from tailored wealth management and advisory services.

Boutique Scale Leverage small firm agility and personalized service to differentiate from large incumbents, appealing to clients who value bespoke attention and responsive support.

Regulatory Credibility Highlight SEC-registered advisory status and fiduciary mentality to build trust with prospective clients seeking compliant, transparent investment guidance.

Digital Accessibility Capitalize on online presence and tech stack familiarity to offer virtual planning, remote onboarding, and digital client experience enhancements.

Growth Readiness Position for strategic partnerships or referrals from larger advisory networks and custodians aiming to expand footprint in the private wealth segment.

Similar companies to Gentry Private Wealth

Gentry Private Wealth Tech Stack

Gentry Private Wealth uses 8 technology products and services including Calendly, WordPress, Shopify, and more. Explore Gentry Private Wealth's tech stack below.

Gentry Private Wealth's Email Address Formats

Gentry Private Wealth uses at least 1 email format:
Gentry Private Wealth Email FormatsExamplePercentage
First.Last@gentry-wealth.comJohn.Doe@gentry-wealth.com
100%

Frequently Asked Questions

What is Gentry Private Wealth's official website and social media links?

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Gentry Private Wealth's official website is gentry-wealth.com and has social profiles on LinkedIn.

How much revenue does Gentry Private Wealth generate?

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As of September 2026, Gentry Private Wealth's annual revenue is estimated to be $1M - $10M.

What is Gentry Private Wealth's NAICS code?

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Gentry Private Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does Gentry Private Wealth have currently?

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As of September 2026, Gentry Private Wealth has approximately 16 employees across 1 continents, including North America. Key team members include Managing Partner: J. W. and Director Of Client Operations: M. P. Explore Gentry Private Wealth's employee directory with LeadIQ.

What industry does Gentry Private Wealth belong to?

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Gentry Private Wealth operates in the Financial Services industry.

What technology does Gentry Private Wealth use?

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Gentry Private Wealth's tech stack includes Calendly, WordPress, Shopify, Microsoft 365, Mimecast, Constant Contact, PHP and Google Analytics.

What is Gentry Private Wealth's email format?

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Gentry Private Wealth's email format typically follows the pattern of First.Last@gentry-wealth.com. Find more Gentry Private Wealth email formats with LeadIQ.

When was Gentry Private Wealth founded?

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Gentry Private Wealth was founded in 2012.
Gentry Private Wealth logo

Gentry Private Wealth

Financial ServicesKansas, United States11-50 Employees

Gentry Private Wealth operates in the financial services sector as a Registered Investment Advisor. Based in Wichita, Kansas, the firm serves business owners, affluent individuals, foundations, and endowments, aiming to provide financial clarity, confidence, and control through attentive, goal-oriented advisory services. The organization emphasizes listening to client goals to tailor guidance, while clearly stating its advisory role and limits, including that it does not offer tax or legal advice and does not solicit testimonials. Positioned as a boutique advisory firm, it differentiates itself by focusing on personalized client understanding within a market characterized by larger, institution-backed wealth management providers. The description notes the firm’s human-scale approach and professional relationship with clients, reflecting a service model that prioritizes individualized financial planning and investment oversight.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Gentry Private Wealth's revenue is estimated to be in the range of $1M - $10M

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