# CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC

CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC of GAINESVILLE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 154242
- Type: SEC-registered investment adviser
- SEC file number: 801-123284
- Location: 6208 NW 43RD STREET, GAINESVILLE, FL, 32653
- Phone: 888-392-8007
- Latest filing: 2026-04-17
- Regulatory AUM: $90.3M
- Discretionary AUM: $90.3M
- Clients: 4
- Accounts: 675

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| James D Divirgilio | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Lisa Ann Chacon | MANAGING MEMBER | — |
| Guillermo Eduardo Diaz | MANAGING MEMBER | — |
| DIAZ DANIEL EDUARDO | MANAGING MEMBER | — |
| DIVIRGILIO JAMES D | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| CHACON LISA ANN | MANAGING MEMBER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-09-29 | civil | PRIVATE PLAINTIFFS (TWO TRUST BENEFICIARIES + TRUSTEE) ALLEGE NEGLIGENCE, BREACH OF FIDUCIARY DUTY/CONTRACT, AND FRAUD ARISING FROM REALLOCATING TWO TRUST ACCOUNTS; THEY SEEK ~ $700K. THE ADVISER DENIES ALL ALLEGATIONS, AND THE CASE IS PENDING. | Pending | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154242/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154242/similar
- Related entities: https://search.stillhousedata.com/firm/154242/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154242

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.