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CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CRD 154242 · SEC 801-123284
6208 NW 43RD STREET, GAINESVILLE, FL, 32653, United States
Phone
888-392-8007
Fax
888-392-7701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$90.3M
Discretionary AUM
$90.3M
Team
4 total employees; 4 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; SUBADVISER FEES
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)SUBADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $31.6M |
| High net worth individuals | 29 | $54.2M |
| Other investment advisers | 52 | $4.5M |
States served
CA, GA, LA, NE, TX, FL
All web addresses on file
Official SEC filing: View on IAPD