Overview
Assets Under Management: $683 million
High-Net-Worth Clients: 196
Average Client Assets: $3 million
Frequently Asked Questions
CHICORY WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290887), CHICORY WEALTH is subject to fiduciary duty under federal law.
CHICORY WEALTH serves 196 high-net-worth clients according to their SEC filing dated January 28, 2026. View client details ↓
According to their SEC Form ADV, CHICORY WEALTH offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CHICORY WEALTH manages $683 million in client assets according to their SEC filing dated January 28, 2026.
According to their SEC Form ADV, CHICORY WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 196
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.39
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,948
Discretionary Accounts: 1,937
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 290887
Filing ID: 2045334
Last Filing Date: 2026-01-28 10:08:15