| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Ashley Queen Control | Co-Founder | 50-75% | 2021 |
| Nimai Vrajesh Chokshi Control | Co-Founder & Chief Compliance Officer | 50-75% | 2021 |
Cq Wealth Advisors, Inc. reports $226.1 million in regulatory assets under management on its Form ADV.
Cq Wealth Advisors, Inc. reports 3 employees.
Cq Wealth Advisors, Inc. is based in San Diego, CA and has been SEC-registered since 2021.
Cq Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4510 Executive Drive, Suite 203, San Diego, CA 92121 |
| Phone | 858-550-0030 |
| Office hours | 9 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $223.1M |
| Non-discretionary | $3M |
| Total (RAUM) | $226.1M |