# Curry Webb Wealth Management LLC

> Curry Webb Wealth Management LLC is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 168692
- Filed as: CURRY WEBB WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168692
- AdvisorCensus page: https://advisorcensus.com/firm/curry-webb-wealth-management-llc-indianapolis-in-168692

## Quick answers

**How is Curry Webb Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Curry Webb Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Curry Webb Wealth Management LLC located?**
Curry Webb Wealth Management LLC's principal office is in Indianapolis, IN, according to its Form ADV.

**Is Curry Webb Wealth Management LLC registered with the SEC or a state?**
Curry Webb Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 168692.

**How much does Curry Webb Wealth Management LLC manage?**
Curry Webb Wealth Management LLC reports $332,442,429 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**How have Curry Webb Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Curry Webb Wealth Management LLC: Regulatory assets under management: $290,403,614 in the October 2025 data and $332,442,429 in the October 2026 data, up 14%. Total employees: 5 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Curry Webb Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (327); high net worth individuals (70).

**Which custodians does Curry Webb Wealth Management LLC use?**
Curry Webb Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Curry Webb Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/168692

**Does Curry Webb Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 20, 2026 says: "The Firm generally requires a minimum of $1,000,000 in assets under management to establish a client relationship. The Firm may waive this minimum under certain circumstances in its discretion."

**What changed in Curry Webb Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $290,403,614 to $332,442,429 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 20, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The Firm generally requires a minimum of $1,000,000 in assets under management to establish a client relationship. The Firm may waive this minimum under certain circumstances in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $332,442,429
- Discretionary: $332,442,429
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 327 | $165,539,985 |
| High net worth individuals | 70 | $166,902,444 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- currywebb.com
- LinkedIn @curry-webb-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $290,403,614 | 5 | March 29, 2025 |
| October 2026 | $332,442,429 | 6 | August 20, 2026 |

Regulatory assets under management: $290,403,614 in the October 2025 data and $332,442,429 in the October 2026 data, up 14%.
Total employees: 5 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $290,403,614 to $332,442,429 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Curry Webb Wealth Management LLC (CRD 168692): Form ADV filing data as of October 2026.