Overview
Assets Under Management: $290 million
Headquarters: INDIANAPOLIS, IN
Frequently Asked Questions
CURRY WEBB WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168692), CURRY WEBB WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CURRY WEBB WEALTH MANAGEMENT LLC is headquartered in INDIANAPOLIS, IN.
According to their SEC Form ADV, CURRY WEBB WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
CURRY WEBB WEALTH MANAGEMENT LLC manages $290 million in client assets according to their SEC filing dated March 29, 2025.
According to their SEC Form ADV, CURRY WEBB WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Total Client Accounts: 841
Discretionary Accounts: 841
Regulatory Filings
CRD Number: 168692
Filing ID: 1960821
Last Filing Date: 2025-03-29 15:20:00
Website: https://kbc.com