Chacon Diaz & Di Virgilio Wealth Management, Llc
- Regulatory AUM
- $90.3M
- Discretionary
- $90.3M
- Clients
- 190
- Avg AUM / client
- $475K
- Accounts
- 675
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 109 | $31.6M | 35.0% |
| High net worth individuals | 29 | $54.2M | 60.0% |
| Other investment advisers | 52 | $4.5M | 4.97% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Guillermo Eduardo Diaz | Managing Member | Jun 2010 (16y) | 25% – 50% | |
| James David Divirgilio | Managing Member/Chief Compliance Officer | Jun 2010 (16y) | 25% – 50% | |
| Lisa Ann Chacon | Managing Member | Jun 2010 (16y) | 25% – 50% | |
| Tyler David Chacon | Registered representative | CFP | Jan 2018 (9y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • SUBADVISER FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $90.3M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗