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Gentry Private Wealth Management LLC (Chicago)


Gentry Private Wealth Management LLC is a large advisory firm based in Chicago. It manages $155.19 million of regulatory assets for 275 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Illinois, New York, and Texas.

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Gentry Private Wealth Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gentry Private Wealth Management: assets under management

The assets under management (AUM) of Gentry Private Wealth Management LLC is $155.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 166% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $155.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $564.31 thousand each.
Gentry Private Wealth Management has custody of $7.19 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gentry Private Wealth Management LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Larry L. Aschebrook Member 1 Mar 2011 25% - 50% 5904857

Based in Chicago

The principal office where Gentry Private Wealth Management LLC performs its advisory services is located at 205 N. Michigan Ave Suite 3770, Chicago, IL 60601, which is also the mailing address of the firm. An additional office of the firm is in O'fallon, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-552-7163 or by fax 312-552-7161. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.gentryfc.com.


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