CQ WEALTH ADVISORS, INC.
Doing business as CHOKSHI & QUEEN WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$263,303,670
Discretionary
$251,893,678
Non-discretionary
$11,409,992
Firm details
- CRD number
- 313833
- SEC file number
- 801-120967
- Main office
- SAN DIEGO, CA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://financialplanningsd.com/
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of November 2026.