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CHOKSHI & QUEEN WEALTH ADVISORS

CQ WEALTH ADVISORS, INC.

CRD 313833 · SEC 801-120967

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4510 EXECUTIVE DRIVE, SUITE 203, SAN DIEGO, CA, 92121, United States

Phone

858-550-0030

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$263.3M

Discretionary AUM

$251.9M

Team

4 total employees; 2 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-01-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals678$251.9M
Pension/profit sharing plans4$11.4M

States served

CA, LA, MA, NV, TX, FL

All web addresses on file

Official SEC filing: View on IAPD