# TQM Wealth Partners

> TQM Wealth Partners is an SEC-registered investment advisory firm in Marblehead, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 282979
- Filed as: TQM WEALTH PARTNERS
- Legal name: TQM Wealth Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Marblehead, MA
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282979
- AdvisorCensus page: https://advisorcensus.com/firm/tqm-wealth-partners-marblehead-ma-282979

## Quick answers

**How is TQM Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), TQM Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is TQM Wealth Partners located?**
TQM Wealth Partners' principal office is in Marblehead, MA, according to its Form ADV.

**Is TQM Wealth Partners registered with the SEC or a state?**
TQM Wealth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 282979.

**How much does TQM Wealth Partners manage?**
TQM Wealth Partners reports $123,716,769 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**What types of clients does TQM Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (27).

**Which custodians does TQM Wealth Partners use?**
TQM Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does TQM Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282979

**What changed in TQM Wealth Partners' recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $123,716,769
- Discretionary: $123,716,769
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $11,578,113 |
| High net worth individuals | 27 | $112,138,656 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tqmwealthpartners.com
- Facebook @tqmwealthpartners
- Instagram @tqmwealthpartners
- LinkedIn @TQM-WEALTH-PARTNERS
- LinkedIn @JORDI-B-QSFA
- LinkedIn @MARCELQUIROGA
- LinkedIn @maja-badzak-373657219
- LinkedIn @miguel-rios-9a02889

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TQM Wealth Partners (CRD 282979): Form ADV filing data as of October 2026.