← Tributary

CHICORY WEALTH

· CRD 290887 · IAPD ↗ · (404) 294-5917

$840.4MRegulatory AUM
12Advisory reps
23Employees
0Clients
251-500Planning clients
1Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — CHICORY WEALTH notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — CHICORY WEALTH notice-filed in DC, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2026 — CHICORY WEALTH notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — CHICORY WEALTH added office(s): 8 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — CHICORY WEALTH grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.