SourcingSourcing

CURCIO WEBB LLC

C31
CRD 109066·SEC 801-56468·LAWRENCEVILLE, NJ
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CURCIO WEBB LLC
CRD
109066
SEC file #
801-56468
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Pension Profit Sharing Plans39
Charitable Organizations11

Operations

Employees (total)
30
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
7 advisors → 7 advisors▬ 0%
Primary office
LAWRENCEVILLE NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingSelection of other advisersEducational Seminars Workshops
Fee basis
Hourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
curciowebb.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CURCIO, JAMIE, LYNN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
CURCIO, JAMIE, LYNN
Dennen, Brian, T
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CURCIOWEBB.COM
Rdap Domain Creation Date
1998-06-22T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
65
Form 5500 Total Compensation
4,200,359
Form 5500 Compensation Trajectory 3y
20253,921,658
2026278,701
Form 5500 Plan Count Trajectory 3y
202563
20262
Schedule C Total Compensation
4,200,359
Schedule C Service Provider Rows
65

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-21T04:00:00Z
Rdap Domain Last Changed
2026-05-12T16:09:04Z
Rdap Nameservers
A.dns.hostway.netB.dns.hostway.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4364461
Trust Company Affiliate
No

People (7)

7
CURCIO, JAMIE, LYNN
Direct Owner · 62.5%
4364461
Dennen, Brian, T
Direct Owner · 7.5%
8006754
Goldman, Eric, D
Direct Owner · 7.5%
8233416
Kolluri, Umadevi
Direct Owner · 7.5%
7554524
Pieper, Brian, J
Direct Owner · 7.5%
7884607
SPENCER, GREG, ALLAN
Direct Owner · 7.5%
5287676
To, My-Lang
Direct Owner · 7.5%
7884601