SAN DIEGO, CACRD 313833Latest ADV January 14, 2026
Chokshi & Queen Wealth Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated January 14, 2026, reports $263M in regulatory assets under management, 4 employees, and 775 accounts.
Assets Under Management
$263M
Employees
4
Offices
--
Total Clients
682
Primary office
SAN DIEGO, CA
4510 EXECUTIVE DRIVE, SUITE 203, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 99.4% of total clients.
Top client categories% of clientsClients
1
Individuals
99.4%
678
2
Pension Plans
0.6%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$263Mas of January 14, 2026
Discretionary95.7%
$252M
96% of total RAUM95.7%
Non-discretionary4.3%
$11M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$263M
Total Accounts775
10Y AUM Change+$263M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee171:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.