CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
Adviser information for CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC last updated from Form ADV on February 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 794 | $87.5M |
| Non-Discretionary | 0 | $0 |
| Total | 794 | $87.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 147 | $42.1M |
| HNW Individuals | 21 | $41.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $3.6M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 15 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSUBADVISORY SERVICES |
|---|---|
| Compensation | % of AUMFixed feesSUBADVISER FEES |
Identifiers
| SEC RIA File Number | 801-123284 |
|---|---|
| SEC ERA File Number | 801-123284 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 154242 |
| Legal Entity Identifier | None |
Principal Office
6208 NW 43RD STREETGAINESVILLE
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 888-392-8007, Fax: 888-392-7701
Chief Compliance Officer
JAMES DAVID DI VIRGILIO
MANAGING MEMBER, PARTNER
6208 NW 43RD ST
GAINESVILLE
FL
United States
Tel:
352-327-9827
Fax:
888-392-7701
J**********@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DIVIRGILIO, JAMES, D | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 06/2010 | 25-50% |
| CHACON, LISA, ANN | Individual | – | MANAGING MEMBER | 06/2010 | 25-50% |
| DIAZ, GUILLERMO, EDUARDO | Individual | – | MANAGING MEMBER | 06/2010 | 25-50% |