DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
G••••• P•••••• W•••••
Legal name G••••• P•••••• W•••••• L••
Latest filing Apr 30, 2026
First filing on the tape Aug 26, 2022 · 22 filings
SEC status approved since Sep 26, 2022
RAUM
$308M
reported, Item 5.F
Discretionary
86%
of RAUM
Private clients
76%
$234M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$76.9M
derived; firm RAUM over IAPD count
Employees
8
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$308M as of Apr 30, 2026
Mar 14, 2023$167M then
HNW client RAUM$183M as of Apr 30, 2026
Mar 14, 2023$65.9M then
State-registered IARs (5.B.3)1 as of Apr 30, 2026
Mar 14, 20233 then
Employees (5.A)8 as of Apr 30, 2026
Mar 14, 20237 then
Private funds: no history
RAUM +12% over the last fiscal year+23% a year over threeIARs 4 to 1
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $76.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 60derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $384,685derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 86%derivedof RAUM
- Institutional
- 23%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- -75%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -4.7%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publicationsreportedItem 5.G
- Wrap fee program
- $262MreportedItem 5.I
- Custody
- $92.8M, 159 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$183M59%
- Individuals$51.3M17%
- Pension and profit-sharing plans$42.3M14%
- Charitable organizations$28.6M9.3%
- Corporations and businesses$2.5M0.8%
- Individual clients
- 153reported
- HNW clients
- 88reported
- Pension plan clients
- 13reported
- Charitable clients
- 2reported
- Accounts
- 800reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $228M sponsored, $0 managedreported
- Custody of client assets
- $92.8M for 159 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.76 fund_share=0.0 institutional_share=0.23 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••••• L• W•••• | Wichita, Ks | Nov 13, 2022 | 22 y | 2 |
| J••••• F••••• B•••• | Wichita, Ks | Jan 4, 2023 | 13 y | 0 |
| C•••••• M•••••• S••••Certified Financial Planner | Wichita, Ks | Sep 19, 2025 | 11 y | 0 |
| L••••• G•••• | Wichita, Ks | Jun 30, 2026 | 18 y | 1 |
Advisor movement
1 left, 1 joined in 12 months
net 0 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 25% of current headcount1 left over 36 months
Left, latest
- M•••• F• M••••• to A••••••••• F•••••••• S•••••••• L••Mar 6, 2026 · RIA to affiliated broker-dealer or bank
Joined, latest
- L••••• G•••• from K•••••• O• C••••••• A•••• A••••••• L••Jun 30, 2026 · Other
- J•••••• L• W•••• from V• W••••• A••••••• L••Nov 13, 2022 · RIA to a newly registered adviser
- M•••• F• M••••• from V• W••••• A••••••• L••Nov 13, 2022 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from V• W••••• A••••••• L••Dec 21, 2022 · Wichita, Ks
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- W••••• J••••••• L• · Managing Partnercontrolsince 06/2010 · owns 50% to 75%
- W••••• S•••••• M•••• · Treasurer And Chief Operating Officercontrolsince 12/2016 · owns less than 5%
- J••••••• D•••••• K••• · Managing Partnersince 03/2021 · owns 25% to 50%
- M•••••••• M•••••••• A••• · Chief Compliance Officersince 12/2022 · owns less than 5%
Related persons
Schedule D 7.A
- D••••• J••••••real estatey
- J••• W••••real estatey
- J••••• B••••insurancen
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wichita, Ks · principal | 4 | 2 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 818 to 800Jul 10, 2025 to Mar 4, 2026
- Advisory employees · 3 to 4Jul 10, 2025 to Mar 4, 2026
- Corporate clients · unset to 1.0Jul 10, 2025 to Mar 4, 2026
- HNW clients · 93 to 88Jul 10, 2025 to Mar 4, 2026
- Individual clients · 160 to 153Jul 10, 2025 to Mar 4, 2026
- Pension plan clients · 12 to 13Jul 10, 2025 to Mar 4, 2026
- Assets in custody · $210M to $92.8MJul 10, 2025 to Mar 4, 2026
- State-registered IARs · 3 to 1Jul 10, 2025 to Mar 4, 2026
- Discretionary RAUM · $239M to $265MJul 10, 2025 to Mar 4, 2026
- HNW RAUM · $167M to $183MJul 10, 2025 to Mar 4, 2026
- Individual RAUM · $46.5M to $51.3MJul 10, 2025 to Mar 4, 2026
- Non-discretionary RAUM · $35.0M to $42.3MJul 10, 2025 to Mar 4, 2026
- Pension RAUM · $35.0M to $42.3MJul 10, 2025 to Mar 4, 2026
- RAUM · $274M to $308MJul 10, 2025 to Mar 4, 2026
- Wrap assets (sponsor) · $197M to $228MJul 10, 2025 to Mar 4, 2026
- Advisory employees · 4 to 3Mar 14, 2025 to Jul 10, 2025
- Employees · 9 to 8Mar 14, 2025 to Jul 10, 2025
- Financial planning clients · 101-250 to 101-250Mar 14, 2025 to Jul 10, 2025
- State-registered IARs · 4 to 3Mar 14, 2025 to Jul 10, 2025
- Accounts · 756 to 818Feb 5, 2025 to Mar 14, 2025
- Advisory activities · 5 to 6Feb 5, 2025 to Mar 14, 2025
- HNW clients · 72 to 93Feb 5, 2025 to Mar 14, 2025
- Individual clients · 173 to 160Feb 5, 2025 to Mar 14, 2025
- Pension plan clients · 11 to 12Feb 5, 2025 to Mar 14, 2025
- Assets in custody · $107M to $210MFeb 5, 2025 to Mar 14, 2025
- Discretionary RAUM · $198M to $239MFeb 5, 2025 to Mar 14, 2025
- HNW RAUM · $127M to $167MFeb 5, 2025 to Mar 14, 2025
- Individual RAUM · $48.7M to $46.5MFeb 5, 2025 to Mar 14, 2025
- Non-discretionary RAUM · $24.4M to $35.0MFeb 5, 2025 to Mar 14, 2025
- Pension RAUM · $24.4M to $35.0MFeb 5, 2025 to Mar 14, 2025
- RAUM · $222M to $274MFeb 5, 2025 to Mar 14, 2025
- Wrap assets (sponsor) · $169M to $197MFeb 5, 2025 to Mar 14, 2025
- Advisory employees · 3 to 4Sep 25, 2023 to Mar 6, 2024
- Accounts · 707 to 756Sep 25, 2023 to Mar 6, 2024
- HNW clients · 40 to 72Sep 25, 2023 to Mar 6, 2024
- Individual clients · 195 to 173Sep 25, 2023 to Mar 6, 2024
- Pension plan clients · 10 to 11Sep 25, 2023 to Mar 6, 2024
- Assets in custody · $126M to $107MSep 25, 2023 to Mar 6, 2024
- Employees · 7 to 9Sep 25, 2023 to Mar 6, 2024
- State-registered IARs · 3 to 4Sep 25, 2023 to Mar 6, 2024
Signals
3 dated events
- M•••• F• M••••• left G••••• P•••••• W••••• for A••••••••• F•••••••• S•••••••• L•• (registered 2026-07-23)Mar 6, 2026 · Advisor changed firm · fact
- 2 advisors left V• W••••• A••••••• L•• (Wichita, KS) for G••••• P•••••• W••••• on the same dayDec 21, 2022 · Team lift-out · derived
- G••••• P•••••• W••••• filed its initial SEC registration (Form ADV)Aug 26, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- contact@gentry-wealth.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 316-260-4179reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 316-613-7570reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- gentry-wealth.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 316-613-7570reportedpublic record, Form ADV, Apr 30, 2026
- Contact form
- gentry-wealth.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $76.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026