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CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

GAINESVILLE, FL · CRD 154242 · IAPD ↗ · cddwealth.com · 888-392-8007

$90.3MRegulatory AUM
4Advisory reps
4Employees
10Clients
101-250Planning clients
0Private funds
6States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC reported RAUM down 28% ($124.7M -> $90.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
July 2025 — CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
42
March 2024 — CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.