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CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CRD 154242File 801-123284
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$90.3M
Bottom 25% of cohort (national)
Discretionary AUM
$90.3M
Clients
190
675 accounts
Employees
4
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 18, 2022
- Principal office
- 6208 NW 43RD STREET, GAINESVILLE, FL, 32653
- Phone
- 888-392-8007
- Website
- HTTP://WWW.CDDWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $90.3M
- Discretionary AUM
- $90.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 675
- Non-discretionary accounts
- 0
- Total accounts
- 675
- AUM per client
- $475K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 52 | $4.5M |
| High net worth individuals | 29 | $54.2M |
| Individuals (other than high net worth individuals) | 109 | $31.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SUBADVISER FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 269 | 190 | decreased by79 |
| Apr 1, 2026 | AUM | $124,652,736 | $90,324,490 | decreased by$34,328,246 |
| Apr 1, 2026 | Accounts | 713 | 675 | decreased by38 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 169 | 269 | increased by100 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $124,000,000 | $124,652,736 | increased by$652,736 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 652 | 713 | increased by61 |
| Mar 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHACON DIAZ” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHACON DIAZ” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.