Chacon Diaz & Di Virgilio Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$85,839,294
Clients
138
Advisors
4
of 4 employees
About
Chacon Diaz & Di Virgilio Wealth Management, LLC works with individual clients, including high‑net‑worth households, and — unusually for a firm of its size — provides services to other investment advisers as a subadviser. The firm offers discretionary portfolio management, comprehensive financial planning, and management of held‑away retirement plan participant accounts through a third‑party platform.
CDDWM implements a rules‑based, total‑return momentum/trend approach using primarily U.S.‑listed ETFs, with a Dual Momentum sleeve that shifts between U.S. and developed international equities or to short‑duration Treasuries when momentum is negative, a defensive low‑volatility equity sleeve, and a gold trend sleeve that allocates only when its quantitative medium‑term trend is positive. Signals are reviewed daily and most trading occurs on a scheduled monthly evaluation; the firm aggregates block trades across accounts and discloses the strategy’s risks, including whipsaws, tracking error, and potential tax or transaction‑cost impacts.
Noteworthy features include the firm’s formal subadvisory arrangements with unaffiliated advisers — where CDDWM provides outsourced portfolio management and receives a negotiated fee share — and its use of a third‑party platform to rebalance held‑away plan accounts without taking custody. The firm is partner‑owned, staffed by credentialed advisers (CFP®, CIMA®), generally custodians accounts at Charles Schwab Institutional, and conducts partner reviews of client accounts at least semiannually.
Client services
Expertise
Fee options
Financial planning fixed fees between $4,000 and $10,000 depending on complexity
$1 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% Above $10,000,000+: 0.50%
Fee-only: Fee-only fiduciary wealth management firm; advisory fees only, no commissions
Main office
6208 NW 43rd Street
Gainesville FL 32653
Advisors at this office
4
Most active in
California · Florida · Georgia · Louisiana · Nebraska · Texas
Also doing business as
Chacon Diaz & Di Virgilio Wealth Management · Chacon Diaz & Di Virgilio Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Tyler C
CFP®, Series 66
Gainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
Tyler Chacon is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Chacon Diaz & Di Virgilio Wealth Management, LLC since 2018. His prior experience includes roles at Tapfin/EY, Cetera Investment Services, and Gte Federal Credit Union. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and also provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach primarily using U.S.-listed ETFs and manages held-away retirement plan participant accounts through a third-party platform.
James D
Series 66
Gainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
James Divirgilio is a financial advisor with Chacon Diaz & Di Virgilio Wealth Management, LLC, holding a Series 66 designation and 18 years of industry experience. He has been with the firm since 2010. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach primarily using ETFs, and offers discretionary portfolio management alongside comprehensive financial planning.
Lisa C
Series 66
Gainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
Lisa Chacon is a financial advisor with Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL. She holds a Series 66 designation and has 18 years of industry experience, including 16 years with her current firm. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The four-advisor team employs a rules-based, total-return momentum and trend investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning services.
Guillermo D
Series 63, Series 66
Gainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
Guillermo Diaz is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the firm since 2010. Outside of his advisory role, he serves as Treasurer for Micanopy Charter School, overseeing the school's finances. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The four-advisor team employs a rules-based, momentum and trend-driven investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning.
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