Chokshi & Queen Wealth Advisors
Chokshi & Queen Wealth Advisors is an SEC-registered mass-market adviser in San Diego, CA with $263.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Chokshi & Queen Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313833, SEC 801-120967, data through 2026-01-14.
- AUM (assets under management / regulatory AUM)
- $263.3M (2026-01-14)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 4
- Clients
- 682
- CRD
- 313833
- Ownership
- Queen, Jennifer, Ashley; CHOKSHI, NIMAI, VRAJESH
How much AUM does Chokshi & Queen Wealth Advisors have?
Chokshi & Queen Wealth Advisors reported $263.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-14).
Who owns Chokshi & Queen Wealth Advisors?
Disclosed owners and executives of Chokshi & Queen Wealth Advisors include Queen, Jennifer, Ashley, CHOKSHI, NIMAI, VRAJESH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.