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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GENTRY PRIVATE WEALTH

GENTRY PRIVATE WEALTH, LLC, CRD 323208

WICHITA, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db8058fc-8ff5-e613-2b63-e79fdbf1d34d

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Aug 26, 2022 to Apr 30, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.76 fund_share=0.0 institutional_share=0.23 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $308MItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $265M
Private client RAUM: $234MderivedItem 5.D individuals plus high net worth individuals
Private client share: 76%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $76.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 800
Individual clients: 153
High net worth clients: 88
Custody, client assets: $92.8M
SEC number: 801-126629
CIK: 2022634
CRD: 323208
Filings on the tape: 22
First filed: Aug 26, 2022
Latest filed: Apr 30, 2026
Organised: Limited Liability Company, KS

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY L WETTA	n/a	WICHITA, KS	3	22	2	no
Jerald Fowler Betts	n/a	WICHITA, KS	3	13	n/a	no
Caitlin Mikaela Sharp	Certified Financial Planner	WICHITA, KS	1	11	n/a	no
Landon Grams	n/a	WICHITA, KS	0	18	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WETTA, JEFFREY, L	MANAGING PARTNER	D	yes	06/2010	Aug 26, 2022	Apr 24, 2024
WETTA, STACIA, MARIE	TREASURER AND CHIEF OPERATING OFFICER	Na	yes	12/2016	Aug 26, 2022	Apr 24, 2024
JACKSON, DUSTIN, KYLE	MANAGING PARTNER	C	no	03/2021	Aug 26, 2022	Apr 24, 2024
MCCARTHY, MICHELLE, ANNE	CHIEF COMPLIANCE OFFICER	Na	no	12/2022	Jan 5, 2023	Apr 24, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DUSTIN JACKSON	n/a	n/a	n/a	Y	yes	n/a
JEFF WETTA	n/a	n/a	n/a	Y	yes	n/a
JERALD BETTS	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 30, 2026	$308M	$265M	8	4	n/a	n/a
2024	Mar 14, 2025	$274M	$239M	9	4	n/a	n/a
2023	Mar 6, 2024	$222M	$198M	9	4	n/a	n/a
2022	Mar 14, 2023	$167M	$147M	7	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	25.0%	1	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$308M	$274M	12.3%	$167M	22.6%	8	9	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
V WEALTH ADVISORS LLC	2	Dec 21, 2022	Nov 13, 2022	WICHITA, KS	Team lift out	RIA to new firm	4.7%

Relationships

Registered with (5)

← Landon GramsAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← Caitlin Mikaela SharpAdvisorregistration: current employment
Sep 19, 2025 to presentfactForm ADV
← Jerald Fowler BettsAdvisorregistration: current employment
Jan 4, 2023 to presentfactForm ADV
← JEFFREY L WETTAAdvisorregistration: current employment
Nov 13, 2022 to presentfactForm ADV
← Maria F MartinAdvisorregistration: previous registration
Nov 13, 2022 to Mar 6, 2026factForm ADV

Controls (2)

← WETTA, JEFFREY, LOwnerMANAGING PARTNER, ownership code D, individual
Aug 26, 2022 to Apr 24, 2024factForm ADV
← WETTA, STACIA, MARIEOwnerTREASURER AND CHIEF OPERATING OFFICER, ownership code NA, individual
Aug 26, 2022 to Apr 24, 2024factForm ADV

Owns (2)

← JACKSON, DUSTIN, KYLEOwnerMANAGING PARTNER, ownership code C, individual
Aug 26, 2022 to Apr 24, 2024factForm ADV
← MCCARTHY, MICHELLE, ANNEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 5, 2023 to Apr 24, 2024factForm ADV

Moved with (1)

← V WEALTH ADVISORS LLCRegistered adviser2 advisors, team lift out, same day
Dec 21, 2022 to Nov 13, 2022factForm ADV

Dated events

Occurred
Mar 6, 2026
Advisor changed firm
Maria F Martin left Gentry Private Wealth for Ameriprise Financial Services, Llc (registered 2026-07-23)
Form ADVobserved 4 days ago
Occurred
Dec 21, 2022
Team lift-out
2 advisors left V Wealth Advisors LLC (Wichita, KS) for Gentry Private Wealth on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Aug 26, 2022
First Form ADV filing
Gentry Private Wealth filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db8058fc-8ff5-e613-2b63-e79fdbf1d34d
First observed: Aug 26, 2022
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GENTRY PRIVATE WEALTH

GENTRY PRIVATE WEALTH, LLC, CRD 323208

WICHITA, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:db8058fc-8ff5-e613-2b63-e79fdbf1d34d

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY L WETTA

n/a

WICHITA, KS

Jerald Fowler Betts

n/a

WICHITA, KS

n/a

Caitlin Mikaela Sharp

Certified Financial Planner

WICHITA, KS

n/a

Landon Grams

n/a

WICHITA, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WETTA, JEFFREY, L

MANAGING PARTNER

yes

06/2010

Aug 26, 2022

Apr 24, 2024

WETTA, STACIA, MARIE

TREASURER AND CHIEF OPERATING OFFICER

yes

12/2016

Aug 26, 2022

Apr 24, 2024

JACKSON, DUSTIN, KYLE

MANAGING PARTNER

03/2021

Aug 26, 2022

Apr 24, 2024

MCCARTHY, MICHELLE, ANNE

CHIEF COMPLIANCE OFFICER

12/2022

Jan 5, 2023

Apr 24, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DUSTIN JACKSON

n/a

yes

n/a

JEFF WETTA

n/a

yes

n/a

JERALD BETTS

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$308M

$265M

n/a

2024

Mar 14, 2025

$274M

$239M

n/a

2023

Mar 6, 2024

$222M

$198M

n/a

2022

Mar 14, 2023

$167M

$147M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$308M

$274M

12.3%

$167M

22.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

V WEALTH ADVISORS LLC

Dec 21, 2022

Nov 13, 2022

WICHITA, KS

Team lift out

RIA to new firm

4.7%