CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

6208 Nw 43rd Street
Gainesville, Florida 32653
Tel: 888-392-8007

About CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC, formally registered with the SEC as CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC. The firm was established in 02/18/2022. They have over 2 offices throughout the country.

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC is a Gainesville, Florida based Financial Planning firm with nearly $124,652,736 assets under management, offering retirement planning & investment advisory services to 713 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154242
SEC#	801-123284
Assets Managed by Firm	$124,652,736
No. of Clients	713
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Other (SUBADVISER FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (SUBADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	713	$124,652,736
Individuals (other than high net worth individuals)	181	$47,987,566
High net worth individuals	32	$72,105,786
Other investment advisers	56	$4,559,384

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