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| Keyboard |
| CQ Wealth Advisors Inc
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|---|---|
| CRD # | 313833 |
| SEC # | 801-120967 |
| CIK # | |
| AUM | 263.3 M (2026-01-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 858-550-0030 |
| Address | 4510 Executive Drive San Diego, CA 92121 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 678 | 251.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 11.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 775 | 263.3 |
| By Discretionary | ||
| Discretionary | 678 | 251.9 |
| Non-Discretionary | 97 | 11.4 |
| Total | 775 | 263.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.3 | |
| Total | 775 | 263.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Binnacle Investments Inc
✚
|
IA | 264.1 M |
|
ARKA Capital AM Ltd
✚
|
263.8 M | |
|
Bankplus Wealth Management LLC
✚
|
MS | 263.8 M |
|
Premier Private Wealth LLC
✚
|
TN | 263.5 M |
|
Gallagher Capital Advisors LLC
✚
|
263.1 M | |
|
Nerdwallet Wealth Partners LLC
✚
|
NY | 262.8 M |
|
Redwood Financial Network Corp
✚
|
OH | 262.8 M |
|
Semus Wealth Partners LLC
✚
|
FL | 262.7 M |
|
Salus Financial Advisors LLC
✚
|
262.6 M | |
|
Waterstone Financial Advisory LLC
✚
|
FL | 262.5 M |