Gentry Private Wealth
Gentry Private Wealth is a partner to business owners, affluent individuals, foundations and endowments. We are also attentive listeners. By understanding the goals of our clients, we help them achieve financial clarity, confidence and control. Gentry Private Wealth, LLC is a Registered Investment Adviser. SEC Registration does not constitute an endorsement of Gentry Private Wealth, LLC by the SEC nor does it indicate that Gentry Private Wealth, LLC has attained a particular level of skill or ability. Gentry Private Wealth, LLC does not solicit any testimonial or endorsement activity, and provides no compensation, cash or otherwise, for such. Opinions presented herein are solely that of the author/poster and may not be considered representative of every client or non-client experience. Testimonials may be provided by current clients and endorsements may be provided by persons other than current clients. There are no material conflicts of interest to note on the part of the person or entity giving the testimonial or endorsement and Gentry Private Wealth, LLC’s relationship with such person or entity. Facts presented have been obtained from sources believed to be reliable. Gentry Private Wealth, LLC, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Gentry Private Wealth, LLC does not provide tax or legal advice, and nothing contained on this site should be taken as tax or legal advice. This material is for informational purposes only. The material presented by Gentry Private Wealth, LLC. is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Gentry Private Wealth,
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Verified contacts
6
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
24
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- LF
Lisa Fulbright
Paraplanner · Finance & Accounting
EmailPhone - MM
Maria Martin
Wealth Advisor · Finance & Accounting
EmailPhone - SW
Stacia Wetta
Business Operations Manager · Operations
EmailPhone - JW
Jeffrey Wetta
Independent Financial Advisor · Finance & Accounting
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Gentry Private Wealth
5 distinct titles indexed · top 5 shown.
- 2administrative assistant
- 1business operations manager
- 1independent financial advisor
- 1paraplanner
- 1wealth advisor
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