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TQM WEALTH PARTNERS

MARBLEHEAD, MA · CRD 282979 · IAPD ↗ · 781-990-3599

$123.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — TQM WEALTH PARTNERS (MARBLEHEAD, MA) is newly SEC-registered with $123.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.