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Jose Maria Chacon Soto

Direwolf Wealth Management, LLC

Woodlands, TX

Hermosillo

CRD 6094336

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Employer firm

Direwolf Wealth Management, LLC CRD 169000

$8.97M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Direwolf Wealth Management, Llc

1095 Evergreen Circle Suite 200, Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-21
  • TX RA
    APPROVED
    Since 2024-11-21

Branch Locations

1095 Evergreen Circle Suite 200, Woodlands, TX 77380 • United States

Hermosillo • Mexico

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Direwolf Wealth Management Llc The Woodlands TX 04/2015 05/2018
Ipg Investment Advisors, Llc. San Diego CA 08/2019 05/2024
Self Employed Hermosillo 06/2018 07/2019
Governing Dynamics, Llc. Spring TX 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-10
  • S65 Uniform Investment Adviser Law Examination
    2016-10-10
Other Names
  • Chemo Chacon

View on SEC IAPD

Nearby Firms

CATALANO FINANCIAL
OSAIC WEALTH, INC.
GUARDIAN WEALTH PARTNERS, LLC

Nearby Investors

EDUARDO GIRALT
JUAN PUIG
ADAM RANDOLPH LAMPE

Nearby Offices

CATALANO FINANCIAL · THE WOODLANDS, TX
OSAIC WEALTH, INC. · THE WOODLANDS, TX
GUARDIAN WEALTH PARTNERS, LLC · THE WOODLANDS, TX

More in Woodlands, TX

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