Investment adviser · CRD 313833
CHOKSHI & QUEEN WEALTH ADVISORS
Investment adviser filing (IA)
CQ WEALTH ADVISORS, INC.
SAN DIEGO, CA, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $263M Form ADV · Item 5.F
- Client accounts
- 775 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 678 | $251,893,678 | 95.7% |
| Retirement plans | Fewer than 5 | $11,409,992 | 4.3% |
Filing source
Form ADV 2134391 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
4510 EXECUTIVE DRIVE, SUITE 203SAN DIEGO, CA, 92121, United States
CRD 313833
Filing source
Form ADV 2134391 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.