$263.3M Total AUM
$251.9M Disc. AUM
31.6% 3Y CAGR
4 Employees
687 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime insightMeridian summit +more
- Established Date
- 04-26-2021
- Office Locations
- 2
Office Locations
4510 Executive Drive Suite 203 SAN Diego CA
-- Irvine CA
About Chokshi & Queen Wealth Advisors
Chokshi & Queen Wealth Advisors is an independent, fiduciary financial planning practice serving individuals and business owners in the San Diego area. The team builds written, holistic plans and provides ongoing portfolio management, retirement, tax and estate coordination, and insurance planning. Portfolios emphasize diversified asset allocation using ETFs and index funds, with custody commonly at Charles Schwab.
Team overview
-- AVG AGE
$131.7M AVG AUM / ADVISOR
$383.3K AVG AUM / CLIENT
4.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Crest north Legacy Insight harbor Pathway vital Pathway vital
Client Personas
Legacy Peak
Custodian
Oak Timber north Summit Bridge vector
Investment Themes
Matrix north Momentum Radial
Investment Vehicles
Eagle horizon Value radial
Platform
Crest north
Services
Fusion Element catalyst Beacon Vital Element Unison Capital Atlas Crest Ember
Technology
Bridge prime Momentum value Matrix frontier
Owner & Executives
N
NIMAI VRAJESH CHOKSHI
Chief Compliance Officer, Co-founder
- CRD
- #4804722
- Ownership
- 50% but less than 75%
(443) 542-5385
bridge.summit@horizoncapital.com
in linkedin.com/in/harbor-alpha
Jennifer Ashley Queen
Co-founder, Financial Advisor
- CRD
- #5078304
- Ownership
- 50% but less than 75%
(503) 502-5181
optima.frontier@capitalcapital.com
in linkedin.com/in/momentum-insight
Showing 2 of 2 owners & executives
Unlock allContacts
N
Nitai Chokshi
--
- CRD
- #8061756
(713) 222-1683
radial.glacier@radialcapital.com
in linkedin.com/in/fusion-fusion
STEPHEN MARK SOLOMON
Wealth Advisor
- CRD
- #2413923
(449) 460-6618
meridian.catalyst@pathwaycapital.com
in linkedin.com/in/eagle-pioneer
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,893,678 | $371,525 |
| Non-Discretionary | $11,409,992 | $117,629 |
| Total | $263,303,670 | $339,747 |
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Separately Managed Accounts
Total SMA Asset: $263,303,670
Equity - Exchange:
29.5% Cash:
17.3% Equity - OTC:
39.8% U.S. Government/Agency:
13.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $129,974,575 | 29.5% |
| Cash | $76,222,378 | 17.3% |
| Equity - OTC | $175,355,528 | 39.8% |
| U.S. Government/Agency | $59,039,299 | 13.4% |
| Total | $440,591,780 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA RIDGE | MATRIX OAK | S522GDRA3 | KDE | 4.32% | $89,401,619 |
| FOUNDATION UNISON ATLAS | TIMBER FUSION | DB5RDD1MA | ICMLJ | 6.26% | $114,706,343 |
| RIDGE ATLAS TIMBER | ATLAS VALUE | 4F79XQOYG | SPHLF | 1.94% | $4,670,384 |
| PEAK ELEMENT | PRIME BRIDGE | VY6LS22UF | JPM | 8.03% | $46,653,228 |
| RADIAL MERIDIAN HARBOR | ALPHA CAPITAL | 6FXZR6UKK | DME | 2.94% | $18,512,257 |
| ELEMENT VERTEX | LEGACY MOMENTUM | SJVFPZS1A | MQJ | 4.57% | $36,379,568 |
| PATHWAY SUMMIT LEGACY | EMBER CREST | Y9IL10DQE | LNNKN | 7.75% | $39,198,834 |
| FOCUS FUSION BRIDGE | MOMENTUM VITAL | YBHHD3OCV | TAH | 6.42% | $6,483,299 |