CURRY WEBB WEALTH MANAGEMENT LLC

Adviser information for CURRY WEBB WEALTH MANAGEMENT LLC last updated from Form ADV on March 24th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Indiana, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 739 $235.6M
Non-Discretionary 0 $0
Total 739 $235.6M

Clients

Type Number RAUM
Individuals 200 $235.6M
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 200
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-129976
SEC ERA File Number 801-129976
SEC CIK Numbers None
SEC CRD Numbers 168692
Legal Entity Identifier None

Principal Office

320 N. MERIDIAN STREET
SUITE # 828
INDIANAPOLIS
IN
United States
Monday - Friday, 9:00 TO 5:00
Tel: 317-999-5323, Fax: None

Chief Compliance Officer

DAVID WEBB
PRESIDENT
320 N. MERIDIAN STREET
SUITE # 828
INDIANAPOLIS
IN
United States
Tel: 13176986733
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WEBB, DAVID, STAUFFER Individual PRESIDENT CCO 02/2013 > 75%
CURRY, ROBERT, MICHAEL Individual MEMBER LLC 01/2023 50-75%

No. Employees, Historic

1050202420254 on 3/24/2024

RAUM, Historic

300M150M020242025235600000 on 3/24/2024

No. Clients, Historic

200100020242025200 on 3/24/2024