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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.