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Firm profile

Tqm Wealth Partners

MARBLEHEAD, MACRD 282979Registration Status: ApprovedEffective since June 11, 2026Latest ADV May 12, 2026

Tqm Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marblehead, MA. Its latest Form ADV filing, dated May 12, 2026, reports $124M in regulatory assets under management, 4 employees, 2 offices, and 220 accounts.

Assets Under Management
$124M
Employees
4
Offices
2 offices
Total Clients
65
Primary office
MARBLEHEAD, MA
122 R WASHINGTON ST, MARBLEHEAD, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMarcel V. Quiroga
CCOMarcel V. Quiroga

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 58.5% of total clients.
Top client categories% of clientsClients
1
Individuals
58.5%
38
2
HNWI
41.5%
27

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$124Mas of May 12, 2026
Discretionary100.0%
$124M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$124M
Total Accounts220
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee16:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.