Cq Wealth Advisors, Inc.
● SEC registered since 2021CRD 313833SEC# 801-120967San Diego, CA
Reg. AUM
$263.3M
Employees
4
Accounts
775
Location
San Diego, CA
Cq Wealth Advisors, Inc. assets under management
Cq Wealth Advisors, Inc. is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2021. It reports $263.3 million in regulatory assets under management and employs 4 people.
Cq Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Ashley Queen Control | Co-Founder | 50-75% | 2021 |
| Nimai Vrajesh Chokshi Control | Co-Founder & Chief Compliance Officer | 50-75% | 2021 |
Frequently asked questions
How much does Cq Wealth Advisors, Inc. manage?
Cq Wealth Advisors, Inc. reports $263.3 million in regulatory assets under management on its Form ADV.
How many employees does Cq Wealth Advisors, Inc. have?
Cq Wealth Advisors, Inc. reports 4 employees.
Where is Cq Wealth Advisors, Inc. located?
Cq Wealth Advisors, Inc. is based in San Diego, CA and has been SEC-registered since 2021.
Does Cq Wealth Advisors, Inc. disclose fund performance?
Cq Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4510 Executive Drive, Suite 203, San Diego, CA 92121 |
| Phone | 858-550-0030 |
| Office hours | 9 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$263.3M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$263.3Mregulatory AUM
Discretionary $251.9MNon-discretionary $11.4M