| 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 |
Chacon Diaz & di Virgilio Wealth Management, LLC reports $124.7 million in regulatory assets under management on its Form ADV.
Chacon Diaz & di Virgilio Wealth Management, LLC reports 4 employees.
Chacon Diaz & di Virgilio Wealth Management, LLC is based in Gainesville, FL and has been SEC-registered since 2022.
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.
| 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 |
| Discretionary | $124.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $124.7M |