President · Curry Webb Wealth Management LLC
David S. Webb
CRD 1643545 · Named on Form ADV at one SEC-registered adviser
At a glance
Curry Webb Wealth Management LLC, an SEC-registered wealth manager based in Indianapolis, IN with $332 million in regulatory assets, lists David S. Webb on its Form ADV as President, a control person.
Firms and roles
- Curry Webb Wealth Management LLCPresidentWealth manager · Indianapolis, IN · $332M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert M. CurryMember LLC, Curry Webb Wealth Management LLC
- Brian J. PetraitisChief Compliance Officer, Curry Webb Wealth Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.