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| Chacon Diaz & Di Virgilio Wealth Management LLC
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|---|---|
| CRD # | 154242 |
| SEC # | 801-123284 |
| CIK # | |
| AUM | $87.5 MM (2024-02-19) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 888-392-8007 |
| Address | 6208 NW 43rd Street Gainesville, FL 32653 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 42.1 |
| (b) Individuals (high net worth individuals) | 21 | 41.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 3.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 794 | 87.5 |
| By Discretionary | ||
| Discretionary | 794 | 87.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 794 | 87.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 87.5 | |
| Total | 794 | 87.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Maimon Wealth Management Ltd
✚
|
0.1 | |
|
Elite Life Management LLC
✚
|
PA | 0.1 |
|
Garrett Nagle & Co Inc
✚
|
MA | 0.1 |
|
1230 Advisors LLC
✚
|
NY | 0.1 |
|
Timothy J Ellis Inc
✚
|
NY | 0.1 |
|
Scott Conyers Capital Management Inc
✚
|
OR | 0.1 |
|
Lyon Capital Management LLC
✚
|
NY | 0.1 |
|
RPM Capital Management LLC
✚
|
NY | 0.1 |
|
Newman Ladd Capital Advisors LLC
✚
|
NY | 0.1 |
|
Pacifica Partners Capital Management Inc
✚
|
0.1 |