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CHICORY WEALTH
M. KULYK & ASSOCIATES, LLC
CRD 290887 · SEC 801-112089
AR, United States
Phone
(404) 294-5917
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$840.4M
Discretionary AUM
$837.8M
Team
23 total employees; 12 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 314 | $197.6M |
| High net worth individuals | 225 | $631.8M |
| Pooled investment vehicles | 1 | $93K |
| Charitable organizations | 7 | $10.2M |
| Corporations/business entities | 2 | $644K |
States served
AR, CA, CO, DC, GA, IL, LA, MA, NJ, NY, NC, OR, PA, SC, TN, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD