Investment adviser · CRD 290887

CHICORY WEALTH

Investment adviser filing (IA)

M. KULYK & ASSOCIATES, LLC

· Form ADV filed Jul 13, 2026

Regulatory AUM
$840M
Form ADV · Item 5.F
Client accounts
2,208
Accounts, not individual clients
Employees
23
Reported in this filing
Advisory professionals
12
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals225$631,834,20575.2%
Individuals314$197,574,73223.5%
Charities7$10,233,6681.2%
Corporations & businessesFewer than 5$644,4100.1%
Pooled investment vehicles1$93,0530.0%
Filing source

Form ADV 2119176 · Jul 13, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CW ALPHA FUNDPrivate Equity Fund · Last reported Jul 13, 2026$3.66MGross asset value
Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

Fund details & source
Fund ID
805-4560406777
Reported beneficial owners
66
Minimum commitment
$50K

Form ADV 2119176 · Jul 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 13, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

CRD 290887

Filing source

Form ADV 2119176 · Jul 13, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.