CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- GAINESVILLE, Florida
- CRD number
- 154242
- Registered since
- February 18, 2022
- Website
- cddwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI60%
- Individuals35.03%
- Other Investment Advisers4.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Chacon Diaz & Di Virgilio Wealth Management, LLC is an independent, LLC-structured registered investment adviser that came under SEC registration in 2022. The firm is owned by individuals and serves both individual/family clients and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation arrangements include asset-based fees, fixed fees and other fee arrangements. The firm does not identify as an active ESG investor, is not described as a multi-state adviser, and does not position itself as a pension consultant or a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4GUILLERMO DIAZ
PartnerCRD 4879939
JAMES DIVIRGILIO
PartnerCRD 5141951
TYLER CHACON
Investment Adviser RepresentativeCRD 6682950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GAINESVILLE, FL
ALACHUA
Location
GAINESVILLE, FL
Headquartered in GAINESVILLE, FL, anchoring the Gainesville-Lake City, FL metro in the South.
- Metro area
- Gainesville-Lake City, FL
- Region
- South
- County
- ALACHUA
- Address
- 6208 NW 43rd St
- Time zone
- ET (UTC-5)
- Office locations
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