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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER CHIEF COMPLIANCE OFFICER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER CHIEF COMPLIANCE OFFICER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER CHIEF COMPLIANCE OFFICER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER CHIEF COMPLIANCE OFFICER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER CHIEF COMPLIANCE OFFICER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER CHIEF COMPLIANCE OFFICER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER CHIEF COMPLIANCE OFFICER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER CHIEF COMPLIANCE OFFICER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER CHIEF COMPLIANCE OFFICER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| CHOKSHI, NIMAI, VRAJESH | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER & CHIEF COMPLIANCE OFFICER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER | D | Control |
| Queen, Jennifer, Ashley | I | CO-FOUNDER | D | Control |
Registrations
Federal
IA
Apr 23, 2025 REGISTERED
Notice Filings (6)
CA FL LA MA NV TX
Address
4510 EXECUTIVE DRIVESUITE 203
SAN DIEGO, CA 92121
United States
Phone: 858-550-0030