CQ WEALTH ADVISORS, INC.
Legal name: CHOKSHI & QUEEN WEALTH ADVISORS
CRD #313833 SEC #801-120967 SAN DIEGO, CA 858-550-0030
SEC Registered
Total AUM
$226.1M
Discretionary
$223.1M
Employees
3
Clients
0
Accounts
772
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $226.1M | $223.1M | $3M | 3 | 0 |
| Feb 2025 | $226.1M | $223.1M | $3M | 3 | 0 |
| Nov 2024 | $148.5M | $143.5M | $5M | 3 | 0 |
| Jan 2024 | $148.5M | $143.5M | $5M | 3 | 0 |
| Jan 2023 | $115.5M | $115.5M | $0 | 3 | 0 |
| May 2022 | $129.4M | $129.4M | $0 | 3 | 0 |
| Feb 2022 | $129.4M | $129.4M | $0 | 3 | 0 |
| Aug 2021 | $123M | $118M | $5.1M | 3 | 0 |
| Aug 2021 | $123M | $118M | $5.1M | 3 | 0 |
| Jun 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$226.1M
Discretionary$223.1M
Non-Disc.$3M
Employees3
Clients0
DateFeb 2025
Total AUM$226.1M
Discretionary$223.1M
Non-Disc.$3M
Employees3
Clients0
DateNov 2024
Total AUM$148.5M
Discretionary$143.5M
Non-Disc.$5M
Employees3
Clients0
DateJan 2024
Total AUM$148.5M
Discretionary$143.5M
Non-Disc.$5M
Employees3
Clients0
DateJan 2023
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$123M
Discretionary$118M
Non-Disc.$5.1M
Employees3
Clients0
DateAug 2021
Total AUM$123M
Discretionary$118M
Non-Disc.$5.1M
Employees3
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0