Gentry Private Wealth

Retirement Plan Advisor

Wichita, KS

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).

PlanSponsorAssetsParticipants
HI-TECH INTERIORS, INC. 401(K) SALARY REDUCTION PLAN & TRUSTHI-TECH INTERIORS, INC., KS$9M287
KEY MANAGEMENT COMPANY 401(K) PLANKEY MANAGEMENT COMPANY, KS$5M134

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

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