Overview
Assets Under Management: $226 million
Headquarters: SAN DIEGO, CA
Frequently Asked Questions
CQ WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313833), CQ WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
CQ WEALTH ADVISORS, INC. is headquartered in SAN DIEGO, CA.
According to their SEC Form ADV, CQ WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CQ WEALTH ADVISORS, INC. manages $226 million in client assets according to their SEC filing dated April 23, 2025.
According to their SEC Form ADV, CQ WEALTH ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Total Client Accounts: 772
Discretionary Accounts: 769
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 313833
Filing ID: 1982515
Last Filing Date: 2025-04-23 17:59:00
Website: https://cq-wa.com