Data / Investment advisers / California / Chokshi & Queen Wealth Advisors
Chokshi & Queen Wealth Advisors, San Diego, CA: $263 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Chokshi & Queen Wealth Advisors is an SEC registered investment adviser with its main office in San Diego, California and reports $263 million in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and performance based fees.
The request: Watch Chokshi & Queen Wealth Advisors (CRD number 313833): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 313833
- SEC file number
- 801-120967
- SEC status
- Approved, effective April 26, 2021
- Legal name
- CQ Wealth Advisors, Inc.
- Main office
- 4510 Executive Drive Suite 203, San Diego, CA 92121
- Phone
- (858) 550-0030
- Website
- financialplanningsd.com
- Regulatory AUM
- $263,303,670 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $251,893,678
- Non discretionary AUM
- $11,409,992
- Accounts
- 775
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 678 | $251.9 million |
| Pension and profit sharing plans | 4 | $11.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $263.3 million | January 14, 2026 |
| December 1, 2025 | $226.1 million | April 23, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| McNaughton Wealth Management, LLC | San Diego | $291.6 million | Not listed | adviserinfo.sec.gov |
| Silvia McColl Wealth Management, LLC | San Diego | $283.4 million | Not listed | adviserinfo.sec.gov |
| Simplifi, Inc. | San Diego | $276.1 million | Not listed | adviserinfo.sec.gov |
| Mission Hills Financial Advisory LLC | San Diego | $274.1 million | Not listed | adviserinfo.sec.gov |
| Healthpointcapital Management, LLC | San Diego | $271.3 million | 3 | adviserinfo.sec.gov |
| Pacific Capital Associates | San Diego | $258.8 million | Not listed | adviserinfo.sec.gov |
| International Private Wealth Advisors LLC | San Diego | $255.3 million | Not listed | adviserinfo.sec.gov |
| Kaiyo Wealth LLC | San Diego | $240.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving pension and profit sharing plans
- Chokshi & Queen Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.