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CHOKSHI & QUEEN WEALTH ADVISORS

SAN DIEGO, CA · CRD 313833 · IAPD ↗ · financialplanningsd.com · 858-550-0030

$263.3MRegulatory AUM
2Advisory reps
4Employees
5Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
February 2026 — CHOKSHI & QUEEN WEALTH ADVISORS changed its website from cq-wa.com to financialplanningsd.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
February 2026 — CHOKSHI & QUEEN WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2025 — CHOKSHI & QUEEN WEALTH ADVISORS reported RAUM up 52% ($148.5M -> $226.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
February 2024 — CHOKSHI & QUEEN WEALTH ADVISORS reported RAUM up 29% ($115.5M -> $148.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.