CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CRD #154242 SEC #801-123284 GAINESVILLE, FL 888-392-8007
SEC Registered
Total AUM
$124.7M
Discretionary
$124.7M
Employees
4
Clients
101
Accounts
713
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $124.7M | $124.7M | $0 | 4 | 10 |
| Aug 2025 | $124.7M | $124.7M | $0 | 4 | 10 |
| Jun 2025 | $124.7M | $124.7M | $0 | 4 | 10 |
| Jun 2025 | $124.7M | $124.7M | $0 | 4 | 10 |
| Mar 2025 | $124.7M | $124.7M | $0 | 4 | 10 |
| Feb 2025 | $124.7M | $124.7M | $0 | 4 | 10 |
| Apr 2024 | $100M | $100M | $0 | 4 | 15 |
| Feb 2024 | $87.5M | $87.5M | $0 | 4 | 15 |
| Oct 2023 | $90M | $90M | $0 | 4 | 10 |
| Mar 2023 | $90M | $90M | $0 | 4 | 10 |
| Dec 2022 | $89.4M | $89.4M | $0 | 4 | 20 |
| Nov 2022 | $124M | $124M | $0 | 4 | 20 |
| Jun 2022 | $124M | $124M | $0 | 4 | 20 |
| Apr 2022 | $124M | $124M | $0 | 4 | 20 |
| Jan 2022 | $124M | $124M | $0 | 4 | 20 |
| Jan 2022 | $124M | $124M | $0 | 4 | 20 |
DateAug 2025
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees4
Clients10
DateAug 2025
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees4
Clients10
DateJun 2025
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees4
Clients10
DateJun 2025
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees4
Clients10
DateMar 2025
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees4
Clients10
DateFeb 2025
Total AUM$124.7M
Discretionary$124.7M
Non-Disc.$0
Employees4
Clients10
DateApr 2024
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees4
Clients15
DateFeb 2024
Total AUM$87.5M
Discretionary$87.5M
Non-Disc.$0
Employees4
Clients15
DateOct 2023
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees4
Clients10
DateMar 2023
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees4
Clients10
DateDec 2022
Total AUM$89.4M
Discretionary$89.4M
Non-Disc.$0
Employees4
Clients20
DateNov 2022
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees4
Clients20
DateJun 2022
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees4
Clients20
DateApr 2022
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees4
Clients20
DateJan 2022
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees4
Clients20
DateJan 2022
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees4
Clients20