Chokshi & Queen Wealth Advisors

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Client assets under management

$251,893,678

Clients

678

0% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

170

Very High

Average account size

$371,525

About

Chokshi & Queen Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers asset management, comprehensive portfolio management, standalone financial planning and retirement plan consulting, and may recommend or use third‑party money managers and Schwab’s Institutional Intelligent Portfolios for some clients.

Portfolios are tailored and monitored regularly, with investment mixes that can include individual stocks, bonds, ETFs, options, futures and other public and private securities; the firm uses fundamental, technical, quantitative and qualitative analysis and may rebalance or adjust allocations as client circumstances change. It delivers both discretionary management and one‑off planning or consulting engagements, and may implement systematic rebalancing and tax‑loss harvesting when clients elect program-based solutions.

Distinctive features in the brochure include a relatively large client roster for a four‑advisor team (678 clients), resulting in a higher client load per advisor than many peers, and the explicit use of derivatives (options and futures) within managed portfolios. The firm also notes the availability of performance‑based fee arrangements for qualified clients and that some representatives are licensed insurance agents and CPAs who can provide insurance and tax/accounting services under separate engagements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Tax-loss harvesting Passive / index investing

Fee options

Fixed

Financial planning and consulting flat fees range from $500 to $10,000.

Performance-based

Up to 20% of net profits after management fee, with high water mark, charged only to qualified clients.

Other

Account minimum: $5,000

Main office location

Chokshi & Queen Wealth Advisors

4510 Executive Drive, Suite 203

San Diego CA 92121, United States

Number of offices

Most active in

California · Florida · Louisiana · Massachusetts · Nevada · Texas

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 858-550-0030

Advisors at this firm

Jennifer Q

Series 66

San Diego, CA

Chokshi & Queen Wealth Advisors

Jennifer Queen is a financial advisor at Chokshi & Queen Wealth Advisors with 19 years of industry experience. She holds a Series 66 designation and previously worked at VOYA Financial Advisors for seven years before joining her current firm. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance product sales. Chokshi & Queen Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm offers tailored portfolios using a combination of in-house analysis, third-party sub-advisors, and tactical and strategic asset allocation, along with services that include discretionary asset management, retirement plan consulting, and access to institutional platforms.

Options & derivatives strategies Tax-loss harvesting Passive / index investing

Stephen S

CFP®, Series 63, Series 66

San Diego, CA

Chokshi & Queen Wealth Advisors

Stephen Solomon is a CFP® with 32 years of experience in financial advisory. He is currently with Chokshi & Queen Wealth Advisors and has previously worked at VOYA Financial Advisors and operated his own practice. He is also an independent insurance agent specializing in fixed insurance product sales. Chokshi & Queen Wealth Advisors serves individuals, retirement plans, trusts, estates, and business clients with investment advisory and financial planning services, employing a mix of in-house analysis, third-party sub-advisors, and tactical and strategic asset allocation to build tailored portfolios.

Options & derivatives strategies Tax-loss harvesting Passive / index investing

Nitai C

Series 65

Irvine, CA

Chokshi & Queen Wealth Advisors

Nitai Chokshi is a financial advisor at Chokshi & Queen Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Tillys Inc and Chokshi & Shah CPA. Outside of advisory work, he serves as an assurance partner providing audit and accounting services through Nitai & Company Financial Group. Chokshi & Queen Wealth Advisors offers investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm provides tailored portfolio management using a mix of in-house analysis, third-party sub-advisors, and tactical and strategic asset allocation, alongside services such as tax-loss harvesting and retirement plan consulting.

Options & derivatives strategies Tax-loss harvesting Passive / index investing

Nimai C

Series 63, Series 65

San Diego, CA

Chokshi & Queen Wealth Advisors

Nimai Chokshi is a financial advisor at Chokshi & Queen Wealth Advisors in San Diego, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VOYA Financial Advisors and Cetera Advisor Networks. Chokshi & Queen Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and business clients. The firm offers tailored portfolio management, retirement plan consulting, and access to institutional platforms, using a combination of in-house analysis, third-party sub-advisors, and tactical and strategic asset allocation.

Options & derivatives strategies Tax-loss harvesting Passive / index investing

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