CURRY WEBB WEALTH MANAGEMENT LLC
SEC RegisteredComprehensive, customized wealth management to help you achieve life's most important goals.
About the firm
Curry Webb Wealth Management is an independent investment advisory firm formed in 2021 when David Webb and Rob Curry merged their practices. The firm's mission is to secure financial independence for families by utilizing all aspects of the financial planning process, customized comprehensive wealth management, alternative investments, and unparalleled client service. As of 2025, the firm manages over $325 million in client assets and has a team of six professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, tax planning, investment management, risk management, cash flow analysis, estate planning, and education planning, with an emphasis on alternative investments and comprehensive customized wealth management.
Who they serve
Business owners and high net worth families navigating complex financial situations, as well as families across the US seeking financial independence.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 327 | $166M |
| High Net Worth Individuals | 70 | $167M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CURRY WEBB WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.