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TQM WEALTH PARTNERS
TQM WEALTH PARTNERS, LLC
CRD 282979 · SEC 801-136473
122 R WASHINGTON ST, MARBLEHEAD, MA, 01945, United States
Phone
781-990-3599
Fax
6172490924
Registration
— (—)
Source
State registered
Total AUM
$123.7M
Discretionary AUM
$123.7M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $11.6M |
| High net worth individuals | 27 | $112.1M |
All web addresses on file
- HTTP://WWW.TQMWEALTHPARTNERS.COM
- HTTPS://LINKEDIN.COM/COMPANY/TQM-WEALTH-PARTNERS
- HTTPS://LINKEDIN.COM/IN/JORDI-B-QSFA
- HTTPS://WWW.LINKEDIN.COM/IN/MARCELQUIROGA
- https://www.facebook.com/tqmwealthpartners/
- https://www.instagram.com/tqmwealthpartners/
- https://www.linkedin.com/in/miguel-rios-9a02889/
- https://www.linkedin.com/in/maja-badzak-373657219/
Official SEC filing: View on IAPD