SourcingSourcing

CURRY WEBB WEALTH MANAGEMENT LLC

C44
CRD 168692·SEC 801-129976·INDIANAPOLIS, IN
AUM
$332.4M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$997K
@ 30% margin
Est. Deal Value
$8.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CURRY WEBB WEALTH MANAGEMENT LLC
CRD
168692
SEC file #
801-129976
EIN
—
DBA names
—

Economics

AUM
$332.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$290.4M → $332.4M▲ +14%
Client mix
Individuals Other327
Individuals High Net Worth70

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
4 advisors → 5 advisors▲ +25%
Primary office
INDIANAPOLIS IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
currywebb.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CURRY, ROBERT, MICHAEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CURRY, ROBERT, MICHAEL
WEBB, DAVID, STAUFFER
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
CURRYWEBB.COM
Rdap Domain Creation Date
2022-11-29T18:52:58Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
17,901
Form 5500 Compensation Trajectory 3y
202517,901
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
17,901
Schedule C Service Provider Rows
1

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-11-29T18:52:58Z
Rdap Domain Last Changed
2022-12-28T21:42:09Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5075772
Trust Company Affiliate
No

People (6)

6
CURRY, ROBERT, MICHAEL
IAR · Direct Owner · 62.5%
5075772
WEBB, DAVID, STAUFFER
IAR · Direct Owner · 62.5%
1643545
Brian Joseph Petraitis
Executive Officer · 2.5%
7255407
Ty J Williams
IAR
7603080
Brady Alexander Johnson
IAR
8161110
David Gregory Stitt
IAR
2204447