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Managing Member · Chacon Diaz & DI Virgilio Wealth Management, LLC

Lisa A. Chacon

CRD 5244124 · Named on Form ADV at one SEC-registered adviser

At a glance

Chacon Diaz & DI Virgilio Wealth Management, LLC, an SEC-registered wealth manager based in Gainesville, FL with $90 million in regulatory assets, lists Lisa A. Chacon on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Lisa’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James D DivirgilioManaging Member/chief Compliance Officer, Chacon Diaz & DI Virgilio Wealth Management, LLC
  • Guillermo E. DiazManaging Member, Chacon Diaz & DI Virgilio Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.