TQM WEALTH PARTNERS
Firm details
- Headquarters
- MARBLEHEAD, Massachusetts
- CRD number
- 282979
- Website
- www.tqmwealthpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90.64%
- Individuals9.36%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
TQM Wealth Partners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its fee arrangements include asset‑based fees, hourly charges, and fixed fees. TQM identifies as a capital allocator that incorporates external managers into client portfolios and does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds34%
- Exchange Traded Equities23%
- US Government Bonds21%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1MARCEL QUIROGA
Founder and CEOCRD 5000577
Contacts
2 of 2Miguel Rios Amurrio
Wealth AdvisorCRD 7375891
Jordi Bakovic-Quiroga
Operations ManagerCRD 7555375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MARBLEHEAD, MA
ESSEX
Location
MARBLEHEAD, MA
Headquartered in MARBLEHEAD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 122R Washington St
- Time zone
- ET (UTC-5)
- Office locations
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