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, individual-owned RIA that provides financial planning and portfolio management primarily to individuals and families, with services also extending to small businesses. The firm charges fees based on a percentage of assets under management and is registered with the SEC, having completed registration in 2024. Its public-facing investment activity emphasizes exchange-traded equities, and the firm does not identify as an active ESG investor. Citywire recognized the firm in 2024 with the "50 Growers Across America" mention.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth 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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