CRD: 168692
Curry Webb Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-19-2013
- Office Locations
- 2
Office Locations
About Curry Webb Wealth Management LLC
Curry Webb Wealth Management is an Indianapolis-based fiduciary RIA delivering comprehensive wealth management for high-net-worth families, business owners, and corporate executives. The firm integrates retirement, tax, estate, risk, and cash-flow planning with investment management, including alternative investments for accredited investors. Client service is team-based with multiple points of contact, supported by three CFP professionals, and custody is via Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ROBERT MICHAEL CURRY M.
Partner, Senior Financial Advisor
- CRD
- #5075772
- Ownership
- 50% but less than 75%
DAVID STAUFFER WEBB
Financial Advisor, General Partner, President
- CRD
- #1643545
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Brady Alexander Johnson
--
- CRD
- #8161110
David Gregory Stitt
Senior Financial Advisor
- CRD
- #2204447
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $332,442,429 | $397,658 |
| Non-Discretionary | $0 | -- |
| Total | $332,442,429 | $397,658 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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