Founder and Managing Partner · Gentry Private Wealth
Jeffrey L Wetta
CRD 4658694 · Named on Form ADV at one SEC-registered adviser
At a glance
Gentry Private Wealth, an SEC-registered wealth manager based in Wichita, KS with $308 million in regulatory assets, lists Jeffrey L Wetta on its Form ADV as Founder and Managing Partner, a control person.
Firms and roles
- Gentry Private WealthFounder and Managing PartnerWealth manager · Wichita, KS · $308M in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Stacia M. WettaTreasurer and Chief Operating Officer, Gentry Private Wealth
- Michelle A. McCarthyChief Compliance Officer, Gentry Private Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.