Curry Webb Wealth Management LLC

Curry Webb Wealth Management LLC (CRD# 168692) is a financial advisory firm headquartered in Indianapolis, IN. They manage $235,600,000 in 739 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
320 N. Meridian Street, Suite # 828, Indianapolis, IN 46204
http://www.currywebb.com
By the Numbers
  • Total Assets Under Management
    236
    MILLION
  • Total Number of Accounts
    739
    ACCOUNTS
  • Average Account Value
    $318,809
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IN

Financial Advisors at Curry Webb Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bruce Ackermann, financial advisor Menlo Park CA
Bruce A. Ackermann
CRD#: 5226162
Menlo Park, CA

Bruce Ackermann (CRD# 5226162) is an Investment Advisor Representative working at Curry Webb Wealth Management LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

2
David Webb, financial advisor Indianapolis IN
David S. Webb
CRD#: 1643545
320 N. Meridian Street, Suite # 828, Indianapolis, IN 46204

David Webb (CRD# 1643545) is an Investment Advisor Representative working at Curry Webb Wealth Management LLC in Indianapolis, IN and has over 36 years of experience in the finance industry.

3
Ty Williams, financial advisor Indianapolis IN
Ty J. Williams
CRD#: 7603080
320 N. Meridian Street, Suite # 828, Indianapolis, IN 46204

Ty Williams (CRD# 7603080) is an Investment Advisor Representative working at Curry Webb Wealth Management LLC in Indianapolis, IN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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