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Curry Webb Wealth Management LLC

● SEC registered since 2024CRD 168692SEC# 801-129976Indianapolis, IN
Export (members)
Reg. AUM
$290.4M
Employees
5
Accounts
841
Location
Indianapolis, IN

Curry Webb Wealth Management LLC assets under management

Curry Webb Wealth Management LLC is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2024. It reports $290.4 million in regulatory assets under management and employs 5 people.
www.currywebb.comView on SEC.gov ↗

Curry Webb Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Brian Joseph Petraitis ControlChief Compliance OfficerUnder 5%2025
David Stauffer Webb ControlPresident50-75%2013
Robert Michael Curry ControlMember Llc50-75%2023

Frequently asked questions

How much does Curry Webb Wealth Management LLC manage?

Curry Webb Wealth Management LLC reports $290.4 million in regulatory assets under management on its Form ADV.

How many employees does Curry Webb Wealth Management LLC have?

Curry Webb Wealth Management LLC reports 5 employees.

Where is Curry Webb Wealth Management LLC located?

Curry Webb Wealth Management LLC is based in Indianapolis, IN and has been SEC-registered since 2024.

Does Curry Webb Wealth Management LLC disclose fund performance?

Curry Webb Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 E 96th Street, Suite #140, Indianapolis, IN 46240
Phone317-999-5323
Office hours9:00 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$290.4M
Non-discretionary$0
Total (RAUM)$290.4M