Curry Webb Wealth Management LLC
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 168692
- Registered since
- December 13, 2024
- Website
- www.currywebb.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.2%
- Individuals49.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Curry Webb Wealth Management LLC is an independent, SEC-registered RIA that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of AUM and identifies as owner-operated. It does not position itself as a capital allocator or pension consultant, is not multi-state in its adviser registration, and does not flag itself as an active ESG investor. In 2024 the firm was recognized by Citywire in its "50 Growers Across America" list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds12%
- State & Local Bonds9%
- Private Funds8%
Owners & executives
1 of 1Brian Petraitis
Chief Compliance OfficerCRD 7255407
Contacts
3 of 5
David Stitt
Financial AdvisorCRD 2204447
Ty Williams
Director of Financial PlanningCRD 7603080
David Webb
Partner, Senior Financial AdvisorCRD 1643545
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$250M in ETFs
80%
$200M
19%
$50.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $40.8M | 54,448 | 16.32% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 500 E 96th St
- Time zone
- ET (UTC-5)
- Office locations
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