RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 26, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
CHACON, LISA, ANNIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIAZ, GUILLERMO, EDUARDOIMANAGING MEMBERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control
DIVIRGILIO, JAMES, DIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Aug 26, 2025 REGISTERED

Notice Filings (6)

CA FL GA LA NE TX

Address

6208 NW 43RD STREET
GAINESVILLE, FL 32653
United States
Phone: 888-392-8007