Tqm Wealth Partners, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 282979
· SEC file 801-136473
· Marblehead, MA
· WWW.TQMWEALTHPARTNERS.COM
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ADV data as of May 12, 2026
- Regulatory AUM
- $124M
- Discretionary
- $124M
- Clients
- 65
- Avg AUM / client
- $1.9M
- Accounts
- 220
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $11.6M | 9.36% |
| High net worth individuals | 27 | $112M | 90.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marcel Victoria Quiroga | Registered representative | Mar 2016 (10y) | ||
| Miguel Angel Rios Amurrio | Registered representative | CFP | May 2021 (5y) | |
| Jordi Antonio Bakovic Quiroga | Registered representative | CFP | May 2022 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $110M (89% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗