Chicory Wealth

Asset Manager SEC-registered adviser

Legal name: M. Kulyk & Associates, LLC

Website LinkedIn

AUM

$840.4M
Regulatory AUM

Private funds

1
Private Equity 1

Private fund assets

$3.7M
Gross asset value

Employees

23

Last Form D raise

—

From SEC Form ADV filing (filed Jul 13, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

D
Daniel McNabb
Portfolio Manager
Source: SEC Form ADV
M
Mary Shaltis
Owner/Executive/Senior/Financial Planner
Source: SEC Form ADV
M
Max Kulyk
CEO/Founder
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Cw Alpha FundPrivate Equity$3.7M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
290887
SEC file number
801-112089

Sources