BA
Bruce A. Ackermann
CURRY WEBB WEALTH MANAGEMENT LLC
MENLO PARK, CA
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CRD#: 5226162
BA
Professional summary
Bruce Alan Ackermann is a registered financial advisor currently at CURRY WEBB WEALTH MANAGEMENT LLC located in Menlo Park, California.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Bruce has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME: ACKERMANN MONEY MANAGEMENT
NOT INVESTMENT-RELATED
ADDRESS: 865 MENLO OAKS DR.
MENLO PARK CA 94025
NATURE OF BUSINESS: PERSONAL FINANCIAL ASSISTANT FOR SENIORS
POSITION: FOUNDER & PRESIDENT
START DATE: OCTOBER 2000
HOURS PER MONTH: 65
HOURS PER MONTH DURING SECURITIES TRADING HOURS: 50
DUTIES: BRING CLARITY AND ORDER TO A SENIOR'S DAILY MANAGEMENT OF BILLS, BUDGETS, AND RECORD-KEEPING.
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Alan Ackermann's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 20, 2014 - Present
CURRY WEBB WEALTH MANAGEMENT LLC
RIA
CRD#: 168692
MENLO PARK, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CURRY WEBB WEALTH MANAGEMENT LLC
CURRY WEBB WEALTH MANAGEMENT LLC | WEBB CAPITAL MANAGEMENT, LLC | WEBB CAPITAL MANAGEMENT
CRD#: 168692 / SEC#: 801-129976
RIA
Registered Investment Advisory firm - (12/13/2024 Approved)California
Registered Investment Advisory firm - (4/6/2025 Terminated)Indiana
Registered Investment Advisory firm - (3/11/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/20/2014)
Exams
Current Firm
CW
CURRY WEBB WEALTH MANAGEMENT LLC
CURRY WEBB WEALTH MANAGEMENT LLC | WEBB CAPITAL MANAGEMENT, LLC | WEBB CAPITAL MANAGEMENT
CRD#: 168692 / SEC#: 801-129976
RIA
Registered Investment Advisory firm - (12/13/2024 Approved)California
Registered Investment Advisory firm - (4/6/2025 Terminated)Indiana
Registered Investment Advisory firm - (3/11/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 E 96th Street Suite #140, Indianapolis, IN 46240
Mailing Address
Phone number
(317) 999-5323
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 841 |
| AUM (Assets Under Management) | $ 290,403,614 |
Red Flags
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