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 registered investment adviser organized as an LLC and first registered with the SEC in 2024. The firm is individually owned and focuses on fee-based relationships charged as a percentage of assets under management. Its primary client segment is individuals and families, and its advisory services center on financial planning and portfolio management for individuals and small businesses. According to FINTRX data the firm does not pitch itself as an ESG investor, a multi-state adviser, a pension consultant, or a capital allocator. Citywire recognized the firm in 2024 as part of its "50 Growers Across America" list.
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
1 of 1Brian Petraitis
Chief Compliance OfficerCRD 7255407
Contacts
3 of 5
Robert Curry
Senior Financial AdvisorCRD 5075772
David Webb
Partner, Senior Financial AdvisorCRD 1643545
David Stitt
Financial AdvisorCRD 2204447
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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