SEC Form ADV

CHICORY WEALTH

Registered Investment Adviser
$840.4M
Assets Under Management
23
Employees
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Registration Details

Accession
crd-290887
Filing Date
July 13, 2026
AUM
$840.4M
Institutional Clients
8
Employees
23
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesCharitable OrganizationsCorporations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $3.7M in combined gross assets.

  • CW ALPHA FUNDPrivate Equity Fund$3.7M

About this Adviser

CHICORY WEALTH is a registered investment adviser, managing approximately $840.4M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.