Jeffrey Wetta is a registered investment advisor at Gentry Private Wealth, based in Wichita, KS, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 257 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.60% |
| $1.0M - $2.5M | 1.35% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.35% |
The percentage for the highest range of managed asset value achieved applies to all managed assets, not just managed assets within that range.
Fee Estimator
Location
8415 E. 21st Street, North, Suite 150, Wichita, KS, 67206
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an advisory council member for the Catholic Diocese of Wichita since 2021 and a board member for the Wichita Catholic Diocese since May 2023. He is also an insurance agent since 2003, selling life, disability, and long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Gentry Private Wealth
Previous Registrations
V Wealth Advisors LLC
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.