# Chicory Wealth

Chicory Wealth is a Multi Family Office based in Decatur, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Decatur, United States
- **Region:** North America
- **Address:** Decatur, GA, United States
- **Founded:** 2002
- **Assets under management:** 683 (Altss estimate)
- **Website:** chicorywealth.com
- **LinkedIn:** https://www.linkedin.com/company/chicory-wealth

## Regulatory record

- **CRD number:** 290887
- **SEC file number:** 801-112089
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290887

## About

Chicory Wealth began in 2002 when Maggie Kulyk established a fee-only financial life-planning practice. The firm grew from that base into a multi-family office serving multiple households and nonprofits. The firm allocates across private equity, real estate, hedge funds, private credit and infrastructure. It also maintains exposure to philanthropic and mission-related investments. Geographic focus remains North America. The team holds memberships in the Interfaith Center on Corporate Responsibility and the B Corp Climate Collective. Certified B Corporation status dates to 2020 with re-certification in 2023. The firm maintains the CHICORY 1% FOR SOCIAL JUSTICE vehicle. No additional offices appear in public records.

## Sectors

- ClimateTech
- Energy Transition & Renewables
- AgriTech & FoodTech
- Mobility & Transportation
- PropTech
- WaterTech

## People

- Maggie Kulyk — Founder and CEO
- Mary Shaltis — Partner and Senior Financial Planner
- Daniel McNabb — Partner and Head of Investment Team

## Questions

### Who runs investment decisions at Chicory Wealth?

Daniel McNabb serves as Partner and Head of Investment Team. Maggie Kulyk remains Founder and CEO with final oversight on firm direction.

### How does Chicory Wealth approach socially conscious investing?

The firm integrates environmental, social and governance factors into portfolio construction. It collaborates with As You Sow on shareholder advocacy and maintains membership in the Interfaith Center on Corporate Responsibility.

### Does Chicory Wealth participate in fund commitments or only direct deals?

The firm uses both fund commitments and direct investments. Asset types include hedge funds, private equity, private credit, real estate and infrastructure.

### What is Chicory Wealth's known posture on co-investments alongside external GPs?

No public information details co-investment activity. The firm lists buyout-stage exposure and works with external managers through fund vehicles.

## Related profiles

- [Nuova Energia Holding](https://altss.com/profile/nuova-energia-holding)
- [Amanah Capital](https://altss.com/profile/amanah-capital)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/chicory-wealth

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