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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-30-2017
- Office Locations
- 10
Office Locations
About Chicory Wealth
Chicory Wealth is a fee-only, all-virtual advisory firm helping clients integrate money and meaning through financial planning and investment management. The team focuses on aligning portfolios with clients’ vision for a more just and sustainable world, including ESG/impact-oriented implementation using vehicles such as ETFs and mutual funds. Custody includes Fidelity/NFS. Certified B Corp.
Reported data analysis
What the numbers show
Between March 20, 2025 and July 13, 2026, reported AUM increased 23.1%, from $682.7M to $840.4M.
Across 5 reported observations, AUM increased 58.4% between May 19, 2022 and July 13, 2026, from $530.7M to $840.4M.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 12 advisory representatives and 549 clients, or 45.8 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 10 reported office locations and 8 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Chicory Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARY BARBARA SHALTIS
Financial Advisor, FINANCIAL PLANNER, Owner, Partner
- CRD
- #6217165
- Ownership
- 10% but less than 25%
DANIEL COLIN MCNABB
Partner, PORTFOLIO MANAGER
- CRD
- #6320759
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
Unlock allContacts
Eric James Benzel-Ward
--
- CRD
- #8073614
Emily Marie Deer
--
- CRD
- #7832745
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $837,836,139 | $381,355 |
| Non-Discretionary | $2,543,929 | $231,266 |
| Total | $840,380,068 | $380,607 |
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Separately Managed Accounts
SMA allocation detail is available
Chicory Wealth has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Chicory Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.