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Gentry Private Wealth

Company Profile

Company profile

Website

gentry-wealth.com

Incorporated

Fiscal year end

SEC CIK

IRS number

271611173

SEC advisor number

801-126629

FINRA CRD number

323208

AUM ?

$166.87 mm (as of 22 May 23)

Accounts

707 (as of 22 May 23)

Employees

7 (3 investment advisory or research)

Office hours

Monday - Friday, 8:30 A.M. TO 4:00 P.M.

Ownership

Owner	Title	From	%Ownership
Wetta, Jeffrey, L	Managing Partner	06/2010	50-75%
Jackson, Dustin, Kyle	Managing Partner	03/2021	25-50%
Wetta, Stacia, Marie	Treasurer and Chief Operating Officer	12/2016	< 5%
Mccarthy, Michelle, Anne	Chief Compliance Officer	12/2022	< 5%

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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