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 registered investment adviser that lists financial planning and portfolio management for individuals and small businesses as its core services. The firm reports a fee model based on a percentage of assets under management and identifies individual and family clients as its primary market. Curry Webb does not position itself as an active ESG investor, a capital allocator, or a pension consultant, and it does not list related-adviser affiliations. Regulatory records show SEC registration in 2024. The firm was included on Citywire’s "50 Growers Across America" list in 2024, indicating recent growth recognition within the industry.
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 5David 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 54Active vs passive
$220M in ETFs
78%
$172M
20%
$47.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $35M | 53,507 | 15.90% |
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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