DBA: CHOKSHI & QUEEN WEALTH ADVISORS
| Total AUM | $263.3M |
| Discretionary | $251.9M96% of AUM |
| Non-Discretionary | $11.4M |
| Client Accounts | 775 |
| Avg Account Size | $340K |
| Employees | 4 |
| Peak AUM | $263.3MJan 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $263M | +16.5% | +31.6% | — | |
| Discretionary AUM | $252M | ||||
| Total AUM | $263.3M |
| Discretionary | $251.9M |
| Employees | 4 |
| Client Accounts | 775 |
| Client Range | 1-10 |
Address
4510 EXECUTIVE DRIVE
SAN DIEGO CA 92121
Phone
858-550-0030
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$252M
95.7% of AUM
Non-Discretionary
$11M
4.3% of AUM
Disc. mix ▼ 3.0pp vs 1 year ago
Total AUM
$263M
| +12.9% |
| +29.7% |
| — |
| Non-Disc. AUM | $11M | +280.3% | — | — |
| Total Accounts | 775 | +0.4% | +7.7% | — |
| Avg Account Size | $339,746.671 | +16.0% | +22.2% | — |
| Employees | 4 | +33.3% | +10.1% | +15.4% |
| AUM / Employee | $66M | 12.7% | +19.6% | — |
Client AUM Segments | |||||
| Wealth AUM | $252M | +12.9% | +31.2% | — | |
| Institutional AUM | $11M | +280.3% | +41.8% | — | |
Client Count Segments | |||||
| HNW Clients | 678 | 11.8% | +46.2% | — | |
| Institutional | 4 | — | +10.1% | — | |