{"url":"https://nivawealth.com/firms/tqm-wealth-partners-282979","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/282979","regulatoryAum":123716769,"crd":"282979","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7555375","suffix":null,"lastName":"Bakovic-Quiroga","firstName":"Jordi","middleName":"Antonio"},{"crd":"5000577","suffix":null,"lastName":"QUIROGA","firstName":"MARCEL","middleName":"VICTORIA"},{"crd":"7375891","suffix":null,"lastName":"Rios Amurrio","firstName":"Miguel","middleName":"Angel"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136473","legalName":"TQM Wealth Partners, LLC","displayName":"TQM Wealth Partners","slug":"tqm-wealth-partners-282979","website":"https://tqmwealthpartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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V.05.12.26","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044813","versionId":1044813,"submittedOn":"2026-05-12"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044815","versionId":1044815,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044814","versionId":1044814,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044812","versionId":1044812,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":110272290}],"custodyNote":"TQM Wealth Partners has custody of $57.6M for 47 clients.","otherCustodians":[],"leadership":[{"name":"Marcel Quiroga","title":"Chief Executive Officer/Chief Compliance Officer/Managing Member","crd":"5000577"}],"ownership":[{"label":"Marcel Quiroga","detail":"Chief executive officer/chief compliance officer/managing member in the 75% or more ownership band and a control person, since February 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"122 R Washington St","city":"Marblehead","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"781-990-3599","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":23},{"label":"U.S. government/agency bonds","percent":21},{"label":"U.S. state and local bonds","percent":34},{"label":"Securities issued by registered investment companies or business development companies","percent":21},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"12 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/282979/PDF/282979.pdf","brochureDate":"12 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044813","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does TQM Wealth Partners have?","answer":"TQM Wealth Partners has 65 clients and manages $124 million for them, as of May 2026. They include 38 individual clients and 27 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does TQM Wealth Partners offer?","answer":"TQM Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does TQM Wealth Partners charge?","answer":"TQM Wealth Partners charges 0.70%–1.30% a year for its Internal Portfolio Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.","source":"TQM ADV PART 2A SEC REGISTRATION V.05.12.26, filed 12 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does TQM Wealth Partners use?","answer":"TQM Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $110M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does TQM Wealth Partners have?","answer":"TQM Wealth Partners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does TQM Wealth Partners invest in?","answer":"At the end of its last fiscal year, TQM Wealth Partners’ separately managed accounts held 34% state and local bonds, 23% exchange-traded equities, 21% U.S. government and agency bonds, 21% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns TQM Wealth Partners?","answer":"TQM Wealth Partners’ direct owner is Marcel Quiroga (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does TQM Wealth Partners get paid?","answer":"TQM Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact TQM Wealth Partners?","answer":"TQM Wealth Partners’ main office is at 122 R Washington St, Marblehead, MA 01945. Its phone number is 781-990-3599. Its website is tqmwealthpartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}