Unclaimed Profile

Jeffrey L Wetta

GENTRY PRIVATE WEALTH, LLC·WICHITA, Kansas

SIE, Series 7, Series 66Clean record22 years registeredGENTRY PRIVATE WEALTH, LLC

8415 E. 21ST STREET, NORTH, WICHITA, KS 67206CRD# 4658694Firm CRD# 323208

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey L Wetta · WICHITA, KS

Registration

CRD #4658694 · GENTRY PRIVATE WEALTH, LLC · 22 years registered

Brand Profile

Not yet started

Career History

GENTRY PRIVATE WEALTH

Nov 2022 – present

V WEALTH ADVISORS LLC

May 2012 – Dec 2022

WICHITA, KS

AXA ADVISORS, LLC

Sep 2003 – May 2012

WICHITA, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 26, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENTRY PRIVATE WEALTH, LLC

CRD 323208 · SEC 801-126629

AUM

$222M

Regulatory assets under management

Employees

756 client accounts

Services offered by GENTRY PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GENTRY PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey L Wetta offer?

Jeffrey L Wetta specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WICHITA, Kansas for a consultation.

What are Jeffrey L Wetta's credentials?

Jeffrey L Wetta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey L Wetta located?

Jeffrey L Wetta is based in WICHITA, Kansas, working with GENTRY PRIVATE WEALTH, LLC. Their office serves clients in the WICHITA metropolitan area and surrounding communities.

How does Jeffrey L Wetta charge for services?

Jeffrey L Wetta's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENTRY PRIVATE WEALTH, LLC?

GENTRY PRIVATE WEALTH, LLC has approximately 9 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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