M. KULYK & ASSOCIATES, LLC
Legal name: CHICORY WEALTH
CRD #290887 SEC #801-112089 (404) 294-5917
SEC Registered Private Funds
Total AUM
$682.7M
Discretionary
$680.4M
Employees
18
Clients
251
Accounts
1,948
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $682.7M | $680.4M | $2.3M | 18 | 0 |
| Oct 2024 | $632M | $629.1M | $2.9M | 18 | 0 |
| Mar 2024 | $632M | $629.1M | $2.9M | 18 | 0 |
| Nov 2023 | $509.8M | $501.4M | $8.4M | 17 | 0 |
| Mar 2023 | $509.8M | $501.4M | $8.4M | 17 | 0 |
| May 2022 | $530.7M | $529.9M | $738.1K | 15 | 0 |
| Mar 2022 | $530.7M | $529.9M | $738.1K | 15 | 0 |
| Oct 2021 | $371.2M | $371.2M | $27.8K | 11 | 30 |
| Aug 2021 | $371.2M | $371.2M | $27.8K | 11 | 30 |
| Apr 2021 | $371.2M | $371.2M | $27.8K | 11 | 30 |
| Apr 2021 | $371.2M | $371.2M | $27.8K | 11 | 30 |
| Mar 2021 | $371.2M | $371.2M | $27.8K | 11 | 30 |
| Feb 2021 | $371.2M | $371.2M | $27.8K | 11 | 30 |
| Jan 2021 | $260.5M | $260.1M | $440.4K | 10 | 10 |
| Jun 2020 | $260.5M | $260.1M | $440.4K | 10 | 10 |
| Jun 2020 | $260.5M | $260.1M | $440.4K | 10 | 10 |
| Mar 2020 | $260.5M | $260.1M | $440.4K | 10 | 10 |
| Nov 2019 | $195.1M | $192.7M | $2.5M | 5 | 10 |
| Jun 2019 | $195.1M | $192.7M | $2.5M | 5 | 10 |
| Mar 2019 | $195.1M | $192.7M | $2.5M | 5 | 10 |
| Feb 2019 | $195.1M | $192.7M | $2.5M | 4 | 10 |
| Jan 2019 | $195.1M | $192.7M | $2.5M | 4 | 10 |
| Nov 2018 | $133M | $133M | $0 | 4 | 0 |
| Nov 2018 | $133M | $133M | $0 | 4 | 0 |
| Jun 2018 | $133M | $133M | $0 | 8 | 0 |
| Jun 2018 | $133M | $133M | $0 | 8 | 0 |
| Mar 2018 | $0 | $0 | $0 | 8 | 0 |
| Dec 2017 | $0 | $0 | $0 | 4 | 0 |
| Dec 2017 | $0 | $0 | $0 | 4 | 0 |
| Dec 2017 | $0 | $0 | $0 | 4 | 0 |
| Dec 2017 | $0 | $0 | $0 | 4 | 0 |
| Nov 2017 | $0 | $0 | $0 | 5 | 0 |
| Oct 2017 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$682.7M
Discretionary$680.4M
Non-Disc.$2.3M
Employees18
Clients0
DateOct 2024
Total AUM$632M
Discretionary$629.1M
Non-Disc.$2.9M
Employees18
Clients0
DateMar 2024
Total AUM$632M
Discretionary$629.1M
Non-Disc.$2.9M
Employees18
Clients0
DateNov 2023
Total AUM$509.8M
Discretionary$501.4M
Non-Disc.$8.4M
Employees17
Clients0
DateMar 2023
Total AUM$509.8M
Discretionary$501.4M
Non-Disc.$8.4M
Employees17
Clients0
DateMay 2022
Total AUM$530.7M
Discretionary$529.9M
Non-Disc.$738.1K
Employees15
Clients0
DateMar 2022
Total AUM$530.7M
Discretionary$529.9M
Non-Disc.$738.1K
Employees15
Clients0
DateOct 2021
Total AUM$371.2M
Discretionary$371.2M
Non-Disc.$27.8K
Employees11
Clients30
DateAug 2021
Total AUM$371.2M
Discretionary$371.2M
Non-Disc.$27.8K
Employees11
Clients30
DateApr 2021
Total AUM$371.2M
Discretionary$371.2M
Non-Disc.$27.8K
Employees11
Clients30
DateApr 2021
Total AUM$371.2M
Discretionary$371.2M
Non-Disc.$27.8K
Employees11
Clients30
DateMar 2021
Total AUM$371.2M
Discretionary$371.2M
Non-Disc.$27.8K
Employees11
Clients30
DateFeb 2021
Total AUM$371.2M
Discretionary$371.2M
Non-Disc.$27.8K
Employees11
Clients30
DateJan 2021
Total AUM$260.5M
Discretionary$260.1M
Non-Disc.$440.4K
Employees10
Clients10
DateJun 2020
Total AUM$260.5M
Discretionary$260.1M
Non-Disc.$440.4K
Employees10
Clients10
DateJun 2020
Total AUM$260.5M
Discretionary$260.1M
Non-Disc.$440.4K
Employees10
Clients10
DateMar 2020
Total AUM$260.5M
Discretionary$260.1M
Non-Disc.$440.4K
Employees10
Clients10
DateNov 2019
Total AUM$195.1M
Discretionary$192.7M
Non-Disc.$2.5M
Employees5
Clients10
DateJun 2019
Total AUM$195.1M
Discretionary$192.7M
Non-Disc.$2.5M
Employees5
Clients10
DateMar 2019
Total AUM$195.1M
Discretionary$192.7M
Non-Disc.$2.5M
Employees5
Clients10
DateFeb 2019
Total AUM$195.1M
Discretionary$192.7M
Non-Disc.$2.5M
Employees4
Clients10
DateJan 2019
Total AUM$195.1M
Discretionary$192.7M
Non-Disc.$2.5M
Employees4
Clients10
DateNov 2018
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees8
Clients0
DateJun 2018
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0