Chicory Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

290887

SEC number

801-112089

Firm type

RIA

Assets under management

$840.4M as of Mar 30, 2026

Website

www.youtube.com/channel/UCNR4xyVpeQmPjtVUIGJ3eRg ↗

Phone

(404) 294-5917

Address

Not yet retrieved from the source record

Advisors at this firm

12 in our index · page 1 of 1

• Eric James Benzel-WardCRD 8073614 · Westminster, CO
  IA Registered
• Emily Marie DeerCRD 7832745 · Decatur, GA
  IA Registered
• Katherine Diane HagedornCRD 6196836 · Graylake, IL
  IA RegisteredRegistration inactive
• Margaret Ann KulykCRD 4527484 · Decatur, GA
  IA RegisteredRegistration inactive
• Daniel Robert KirslisCRD 6856306 · Decatur, GA
  IA Registered
• Heike Franziska Christine LautenschlaegerCRD 7907199 · Seattle, WA
  IA Registered
• Daniel Colin McnabbCRD 6320759 · Decatur, GA
  IA RegisteredRegistration inactive
• Jacob Edward NewcomerCRD 6526049 · Decatur, GA
  IA RegisteredRegistration inactive
• Rosanna Marie NeilCRD 7467593 · Decatur, GA
  IA Registered
• Ariel Rebecca RosenbergCRD 7868779 · Hillsborough, NC
  IA Registered
• Mary Barbara ShaltisCRD 6217165 · Decatur, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Tina Marie TysonCRD 6113868 · Decatur, GA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.