CQ WEALTH ADVISORS, INC.

CQ WEALTH ADVISORS, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 313833). Regulatory assets under management: $263.3M.

Registration

• CRD: 313833
• SEC file number: 801-120967
• Type: Registered investment adviser
• Location: 4510 EXECUTIVE DRIVE, SUITE 203, SAN DIEGO, CA, 92121
• Phone: 858-550-0030
• Latest filing: 2026-01-14
• Regulatory AUM: $263.3M
• Discretionary AUM: $251.9M
• Non-discretionary AUM: $11.4M
• Clients: 4
• Accounts: 775

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313833 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search