Chokshi & Queen Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$251,893,678
Clients
678
Advisors
4
across 2 offices
About
Chokshi & Queen Wealth Advisors serves individual investors, trusts, employer retirement plans and other institutions, providing asset management, comprehensive portfolio management, standalone financial planning and retirement plan consulting, and referrals to third‑party money managers. The firm offers discretionary portfolio management (including through Institutional Intelligent Portfolios™) as well as consulting and written financial plans delivered on a standalone basis.
Portfolios are tailored to client objectives and are continuously monitored and rebalanced, with holdings described to include individual stocks, bonds, ETFs, mutual funds and, where appropriate, options and futures; the firm also uses sub‑advisors to assist in implementation. Its methods combine fundamental, technical, quantitative and sector analysis and include automated model management (IIP) alongside manager due diligence and periodic reviews.
Distinctive features in the brochure include managing roughly $250+ million with a four‑advisor team and about 678 clients, implying a relatively high client load per advisor compared with many peers, and the explicit inclusion of derivatives (options and futures) in managed accounts. The firm’s representatives are licensed insurance agents and also offer tax/accounting services as CPAs, and the firm discloses the availability of performance‑based fee arrangements for qualified clients, each of which creates additional conflicts the firm says it manages.
Client services
Expertise
Occupation focus
Fee options
Financial Planning & Consulting flat fees range from $500 to $10,000.
Up to 20% of net profits after management fees, payable only if net profits exceed previous year's performance (high water mark).
Account minimum: $5,000
Main office
See office4510 Executive Drive, Suite 203
San Diego CA 92121
Advisors at this office
3
Offices (2)
Most active in
California · Florida · Louisiana · Massachusetts · Nevada · Texas
Also doing business as
Chokshi & Queen Wealth Advisors · Cq Wealth Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jennifer Q
Series 66
San Diego, CA
Chokshi & Queen Wealth Advisors
Jennifer Queen is a financial advisor with Chokshi & Queen Wealth Advisors in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. She previously worked at VOYA Financial Advisors for seven years before joining CQ Wealth Advisors, Inc., where she has been since 2018. Additionally, Jennifer is an independent insurance agent specializing in the sale of fixed insurance products. Chokshi & Queen Wealth Advisors serves individual investors, trusts, employer retirement plans, and other institutions by providing asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm combines fundamental, technical, quantitative, and sector analysis with the use of sub-advisors and automated model management to tailor portfolios to client objectives.
Stephen S
CFP®, Series 63, Series 66
San Diego, CA
Chokshi & Queen Wealth Advisors
Stephen Solomon is a CFP® with 32 years of industry experience and currently practices at Chokshi & Queen Wealth Advisors. His career includes roles at VOYA Financial Advisors and operating under Steve Solomon Financial. He also works as an independent insurance agent selling fixed insurance products. Chokshi & Queen Wealth Advisors serves individual investors, trusts, employer retirement plans, and other institutions with asset management, financial planning, and retirement consulting. The firm employs a combination of fundamental, technical, quantitative, and sector analysis, offering discretionary portfolio management and standalone financial plans.
Nitai C
Series 65
Irvine, CA
Chokshi & Queen Wealth Advisors
Nitai Chokshi is a financial advisor at Chokshi & Queen Wealth Advisors in Irvine, CA, holding a Series 65 credential with one year of industry experience. Prior to joining the firm, he worked at Tillys Inc and Chokshi & Shah CPA. Outside of advising, he serves as an assurance partner at Nitai & Company Financial Group, providing audit and accounting services. Chokshi & Queen Wealth Advisors serves individual investors, trusts, retirement plans, and institutions with asset management, financial planning, and retirement consulting. The firm combines fundamental, technical, and quantitative analysis in managing portfolios that include stocks, bonds, ETFs, mutual funds, and derivatives, and offers both discretionary management and standalone financial plans.
Nimai C
Series 63, Series 65
San Diego, CA
Chokshi & Queen Wealth Advisors
Nimai Chokshi is a financial advisor with Chokshi & Queen Wealth Advisors in San Diego, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Cetera Advisor Networks LLC. Chokshi & Queen Wealth Advisors serves individual investors, trusts, employer retirement plans, and other institutions, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm manages portfolios using a combination of fundamental, technical, quantitative, and sector analysis, incorporating a range of investment vehicles including derivatives and sub-advisors.
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