Gentry Private Wealth

Overview

Gentry Private Wealth is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves both individual and family clients as well as institutional clients, and bills through a mix of assets‑under‑management fees, hourly charges and fixed fees. Its stated advisory services include financial planning, portfolio management for individuals and businesses, selection of third‑party advisers, publication of investment commentary, and, according to its ADV, pension consulting among its offered services, although it is not designated as a pension consultant. The firm does not position itself as an active ESG investor and operates under a single-state registration footprint. Gentry identifies as a capital allocator, meaning it directs client capital into third‑party managers and external fund vehicles in addition to managing pooled and separate account investments directly. An accounting professional is listed among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives