About Gentry Private Wealth
<p>Founded in 2010 by Jeff Wetta, Gentry Private Wealth is an advisory firm with headquarters in Wichita in south-central Kansas. The firm works with families, business owners, executives, foundations, and endowments on long-term financial planning and investment management.</p> <p>Gentry Private Wealth reports $0.2B in assets under management (2026). Its team provides fiduciary guidance and can act as a 3(21) co-fiduciary for employer-sponsored retirement plans as part of its work as a <a href="/retirement-plans">retirement plan provider</a> and <a href="/plan-advisors">plan advisor</a>.</p> <p>Clients often use the firm for coordinated planning across investments, retirement, taxes, estate matters, charitable giving, business needs, and risk management. A practical differentiator is its “financial concierge” style: the firm coordinates with outside professionals such as attorneys, CPAs, and bankers so planning and implementation stay aligned.</p> <ul> <li>3(21) fiduciary services for retirement plans</li> <li>Wealth planning and investment management</li> <li>Asset protection and risk management</li> <li>Business planning</li> <li>Estate, tax, and charitable planning</li> </ul>
Website: https://gentry-wealth.com
Office Locations
- Wichita, KS (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $166.0M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| HI-TECH INTERIORS, INC. 401(K) SALARY REDUCTION PLAN & TRUST | HI-TECH INTERIORS, INC., KS | $9M | 287 |
| KEY MANAGEMENT COMPANY 401(K) PLAN | KEY MANAGEMENT COMPANY, KS | $5M | 134 |
Team Members
- Addie Hahn, Client Experience and Operations Associate
- Marissa Pennington, Director of Client Operations
- Raegan Hermreck, Wealth Operations Associate
- Jeff Wetta, Founder and Managing Partner, RPS
- Caitlin Sharp, Wealth Advisor, CFP®
- Jerald Betts, Director of Virtual Family Office and Wealth Advisor, CPA, CGMA®
- Stacia Wetta, Director of Business Operations