Irvine, CA Office

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.