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Michelle Anne Mccarthy

GENTRY PRIVATE WEALTH, LLC·WICHITA, Kansas
Clean recordGENTRY PRIVATE WEALTH, LLC
8415 E. 21ST STREET, NORTH, WICHITA, KS 67206CRD# 7682269Firm CRD# 323208

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Anne Mccarthy · WICHITA, KS
Registration
CRD #7682269 · GENTRY PRIVATE WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michelle Anne Mccarthy is a registered financial advisor based in WICHITA, Kansas, affiliated with GENTRY PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GENTRY PRIVATE WEALTH, LLC
GENTRY PRIVATE WEALTH
AUM
$222M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at GENTRY PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7682269
Firm CRD# 323208
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Anne Mccarthy offer?
Michelle Anne Mccarthy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WICHITA, Kansas for a consultation.
What are Michelle Anne Mccarthy's credentials?
Michelle Anne Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Anne Mccarthy located?
Michelle Anne Mccarthy 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 Michelle Anne Mccarthy charge for services?
Michelle Anne Mccarthy'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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Other Advisors at GENTRY PRIVATE WEALTH, LLC

Jeffrey L Wetta
WICHITA, KS
Stacia Marie Wetta
WICHITA, KS
Dustin Kyle Jackson
WICHITA, KS

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