Wealth manager, independent · Gainesville, FL
Chacon Diaz & DI Virgilio Wealth Management, LLC
SEC-registered investment adviser · CRD 154242 · SEC 801-123284
At a glance
Chacon Diaz & DI Virgilio Wealth Management, LLC is an SEC-registered investment adviser based in Gainesville, Florida, with $90 million in regulatory assets under management as of its Form ADV filed April 17, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 138 individual clients. By Form ADV it is a wealth manager, ranked 8,339th of 8,915 wealth managers and 15,544th of 17,210 SEC-registered advisers by assets.
Main office 888-392-8007cddwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $90M
- Rank among wealth managers
- #8,339 of 8,915
- Rank among all SEC RIAs
- #15,544 of 17,210
- Rank in Florida
- #992 of 1,090
- Individual clients
- 138
- High-net-worth clients
- 29
- Accounts
- 675
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- James D DivirgilioManaging Member/chief Compliance Officer
- Lisa A. ChaconManaging Member
- Guillermo E. DiazManaging Member
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 29 | $54M | 60% |
| Individuals | 109 | $32M | 35% |
| Other investment advisers | 52 | $4M | 5% |
Disciplinary disclosures
Chacon Diaz & DI Virgilio Wealth Management, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗cddwealth.com ↗
AtlasMembers
The full record on Chacon Diaz & DI Virgilio Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 3,931 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Chacon Diaz & DI Virgilio Wealth Management, LLC manage?
Chacon Diaz & DI Virgilio Wealth Management, LLC reports $90 million in regulatory assets under management across 675 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 17, 2026.
What kind of firm is Chacon Diaz & DI Virgilio Wealth Management, LLC?
Chacon Diaz & DI Virgilio Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Chacon Diaz & DI Virgilio Wealth Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($54 million, 29 clients); individuals ($32 million, 109 clients); other investment advisers ($4 million, 52 clients).
Does Chacon Diaz & DI Virgilio Wealth Management, LLC have any disciplinary history?
Chacon Diaz & DI Virgilio Wealth Management, LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Chacon Diaz & DI Virgilio Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →