Gentry Private Wealth, Llc
- Regulatory AUM
- $308M
- Discretionary
- $265M
- Clients
- 257
- Avg AUM / client
- $1.2M
- Accounts
- 800
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 153 | $51.3M | 16.7% |
| High net worth individuals | 88 | $183M | 59.5% |
| Pension and profit sharing plans | 13 | $42.3M | 13.7% |
| Charitable organizations | 2 | $28.6M | 9.29% |
| Corporations and other businesses | 1 | $2.5M | 0.81% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Key Management Company 401(k) Plan Key Management Company | 2024 | |
| Hi Tech Interiors, Inc. 401(k) Salary Reduction Plan & Trust Hi Tech Interiors, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey L Wetta | Managing Partner | Jun 2010 (16y) | 50% – 75% | |
| Wetta, Stacia, Marie | Treasurer And Chief Operating Officer | Dec 2016 (10y) | Less than 5% | |
| Jackson, Dustin, Kyle | Managing Partner | Mar 2021 (5y) | 25% – 50% | |
| Mccarthy, Michelle, Anne | Chief Compliance Officer | Dec 2022 (4y) | Less than 5% | |
| Jerald Fowler Betts | Registered representative | Jan 2023 (4y) | ||
| Caitlin Mikaela Sharp | Registered representative | CFP | Sep 2025 (1y) | |
| George Anton Traglia | Registered representative | May 2026 (0y) | ||
| Landon Grams | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Key Management Company 401(k) Plan | Key Management Company | 134 | $5.4M | 01/01/2024 |
| Hi Tech Interiors, Inc. 401(k) Salary Reduction Plan & Trust | Hi Tech Interiors, Inc. | 287 | $8.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 991 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $254M (83% of AUM) Apr 2026
- Nationwide Securities, Llc $40.9M (13% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗