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CHOKSHI & QUEEN WEALTH ADVISORS
Legal name: CQ WEALTH ADVISORS, INC.
CRD 313833File 801-120967
APPROVED
Retail clients
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$263.3M
Below cohort median (national)
Discretionary AUM
$251.9M
Non-discretionary $11.4M
Clients
682
775 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 26, 2021
- Principal office
- 4510 EXECUTIVE DRIVE, SUITE 203, SAN DIEGO, CA, 92121
- Phone
- 858-550-0030
- Website
- https://cq-wa.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $263.3M
- Discretionary AUM
- $251.9M
- Non-discretionary AUM
- $11.4M
- Discretionary accounts
- 678
- Non-discretionary accounts
- 97
- Total accounts
- 775
- AUM per client
- $386K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | Fewer than 5 | $11.4M |
| Individuals (other than high net worth individuals) | 678 | $251.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 3 | 4 | increased by1 |
| Feb 1, 2026 | Clients | 769 | 682 | decreased by87 |
| Feb 1, 2026 | AUM | $226,084,796 | $263,303,670 | increased by$37,218,874 |
| Feb 1, 2026 | Accounts | 772 | 775 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 579 | 769 | increased by190 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $129,368,445 | $226,084,796 | increased by$96,716,351 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 579 | 772 | increased by193 |
| Feb 1, 2022 | Clients | 236 | 579 | increased by343 |
| Feb 1, 2022 | AUM | $123,005,899 | $129,368,445 | increased by$6,362,546 |
| Feb 1, 2022 | Accounts | 600 | 579 | decreased by21 |
| Sep 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Sep 1, 2021 | AUM | $0 | $123,005,899 | increased by$123,005,899 |
| Sep 1, 2021 | Accounts | 0 | 600 | increased by600 |
| Jul 1, 2021 | Employees | 2 | 3 | increased by1 |
| May 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHOKSHI QUEEN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHOKSHI QUEEN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.