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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-07-2016
- Office Locations
- 3
Office Locations
About TQM Wealth Partners
TQM Wealth Partners is a family-operated RIA serving high-income and high-net-worth business owners, executives, and families as a personal CFO. The team delivers comprehensive financial planning and investment management, plus business planning, insurance management, and legacy/family wealth guidance to protect and grow long-term wealth efficiently. Founder/CEO Marcel V. Quiroga is a 2023-2025 Five Star Wealth Manager award winner in Boston.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARCEL VICTORIA QUIROGA
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #5000577
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jordi Antonio Bakovic-Quiroga
--
- CRD
- #7555375
Miguel Angel Rios Amurrio
--
- CRD
- #7375891
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,716,769 | $562,349 |
| Non-Discretionary | $0 | -- |
| Total | $123,716,769 | $562,349 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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