CRD: 154242
Chacon Diaz & DI Virgilio Wealth Management, LLC
$90.3M Total AUM
$90.3M Disc. AUM
0.3% 3Y CAGR
4 Employees
200 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-22-2010
- Office Locations
- 1
Office Locations
6208 NW 43rd Street Gainesville FL
About Chacon Diaz & DI Virgilio Wealth Management, LLC
Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary RIA in Gainesville, FL providing comprehensive financial planning and discretionary investment management. The team includes CFA, CIMA and CFP professionals and emphasizes ongoing portfolio oversight. Portfolios are built primarily with public funds/ETFs and are custodied at firms such as Charles Schwab.
Team overview
48 AVG AGE
$22.6M AVG AUM / ADVISOR
$451.6K AVG AUM / CLIENT
14 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
LISA ANN CHACON
Managing Member
- CRD
- #5244124
- Ownership
- 25% but less than 50%
Available
Available
Available
GUILLERMO EDUARDO DIAZ
Managing Member, Partner
- CRD
- #4879939
- Ownership
- 25% but less than 50%
Available
Available
Available
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T
TYLER DAVID CHACON
Partner
- CRD
- #6682950
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,324,490 | $133,814 |
| Non-Discretionary | $0 | -- |
| Total | $90,324,490 | $133,814 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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