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CURRY WEBB WEALTH MANAGEMENT LLC
CRD 168692File 801-129976
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$332.4M
Below cohort median (national)
Discretionary AUM
$332.4M
Clients
397
836 accounts
Employees
6
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 13, 2024
- Principal office
- 500 E 96TH STREET, SUITE #140, INDIANAPOLIS, IN, 46240
- Phone
- 317-999-5323
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $332.4M
- Discretionary AUM
- $332.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 836
- Non-discretionary accounts
- 0
- Total accounts
- 836
- AUM per client
- $837K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $166.9M |
| Individuals (other than high net worth individuals) | 327 | $165.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.