CURRY WEBB WEALTH MANAGEMENT LLC
CRD #168692 SEC #801-129976 INDIANAPOLIS, IN 317-999-5323
SEC Registered
Total AUM
$290.4M
Discretionary
$290.4M
Employees
5
Clients
101
Accounts
841
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Petraitis, Brian, Joseph | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEBB, DAVID, STAUFFER | I | PRESIDENT CCO | E | Control |
| CURRY, ROBERT, MICHAEL | I | MEMBER LLC | D | Control |
| CURRY, ROBERT, MICHAEL | I | MEMBER LLC | D | Control |
| CURRY, ROBERT, MICHAEL | I | MEMBER LLC | D | Control |
| CURRY, ROBERT, MICHAEL | I | MEMBER LLC | D | Control |
| WEBB, DAVID, STAUFFER | I | PRESIDENT CCO | D | Control |
| WEBB, DAVID, STAUFFER | I | PRESIDENT CCO | D | Control |
| WEBB, DAVID, STAUFFER | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (2)
CA IN
Address
500 E 96TH STREETSUITE #140
INDIANAPOLIS, IN 46240
United States
Phone: 317-999-5323