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Source: U.S. Securities and Exchange Commission, Information About Registered Investment Advisers and Exempt Reporting Advisers

Information last checked: 2 October 2026 (the publisher's own date for the list, not the date it was loaded here).

View this adviser on the SEC's Investment Adviser Public Disclosure (IAPD) (the authoritative record) ↗

This page reproduces the SEC's list without alteration. If anything here differs from the SEC's records, the SEC's register prevails.

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Directory record

Adviser name
CQ WEALTH ADVISORS, INC.
CRD #
313833
Lists
Registered Investment Advisers
Status
Approved
Main office
4510 EXECUTIVE DRIVE, SUITE 203, SAN DIEGO, CA 92121
Main office state
CA
State of organisation
CA
Regulator
U.S. Securities and Exchange Commission (SEC)
Source
U.S. Securities and Exchange Commission, Information About Registered Investment Advisers and Exempt Reporting Advisers

SEC registration

  • Registered Investment AdvisersApproved

    SEC #: 801-120967

    Primary business name: CHOKSHI & QUEEN WEALTH ADVISORS

    SEC's list as on 2 October 2026

← Back to the SEC Investment Advisers Register