Chacon Diaz & di Virgilio Wealth Management, LLC
● SEC registered since 2022CRD 154242SEC# 801-123284Gainesville, FL
Reg. AUM
$90.3M
Employees
4
Accounts
675
Location
Gainesville, FL
Chacon Diaz & di Virgilio Wealth Management, LLC assets under management
Chacon Diaz & di Virgilio Wealth Management, LLC operates as an SEC-registered investment adviser based in Gainesville, FL. The firm has been registered since 2022. It reports $90.3 million in regulatory assets under management and employs 4 people.
Chacon Diaz & di Virgilio Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Guillermo Eduardo Diaz Control | Managing Member | 25-50% | 2010 |
| James D Divirgilio Control | Managing Member/Chief Compliance Officer | 25-50% | 2010 |
| Lisa Ann Chacon Control | Managing Member | 25-50% | 2010 |
Frequently asked questions
How much does Chacon Diaz & di Virgilio Wealth Management, LLC manage?
Chacon Diaz & di Virgilio Wealth Management, LLC reports $90.3 million in regulatory assets under management on its Form ADV.
How many employees does Chacon Diaz & di Virgilio Wealth Management, LLC have?
Chacon Diaz & di Virgilio Wealth Management, LLC reports 4 employees.
Where is Chacon Diaz & di Virgilio Wealth Management, LLC located?
Chacon Diaz & di Virgilio Wealth Management, LLC is based in Gainesville, FL and has been SEC-registered since 2022.
Does Chacon Diaz & di Virgilio Wealth Management, LLC disclose fund performance?
Chacon Diaz & di Virgilio Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6208 NW 43rd Street, Gainesville, FL 32653 |
| Phone | 888-392-8007 |
| Fax | 888-392-7701 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$90.3M▼ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$90.3Mregulatory AUM
Discretionary $90.3M