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DAYMARK WEALTH PARTNERS, LLC
CRD 320878 · SEC 801-124936
9675 MONTGOMERY ROAD, STE 201, CINCINNATI, OH, 45242, United States
Phone
513-838-2520
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.04B
Discretionary AUM
$5.04B
Team
40 total employees; 21 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1147 | $654.0M |
| High net worth individuals | 913 | $4.12B |
| Pension/profit sharing plans | 5 | $10.4M |
| Charitable organizations | 20 | $216.8M |
| Corporations/business entities | 22 | $43.6M |
States served
AZ, CA, CO, GA, IL, IN, KY, LA, MD, MA, MI, MN, NE, NJ, NY, NC, OH, PA, SC, TN, UT, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
- https://music.amazon.com/podcasts/e979087c-4327-4814-8599-f7ae256458ce/staying-on-track?ref=dm_sh_k3dUjSg6FgWNZRmoKy7QJ4X2u
- https://www.facebook.com/DayMarkWP
- https://www.linkedin.com/company/daymark-wealth-partners/
- https://twitter.com/DayMarkWP
- https://www.youtube.com/channel/UCBVSi102hNpgoWrrQgnhr1A
- https://compassdmwp.com
- https://www.daymarkwealthpartners.com/
- https://podcasts.apple.com/us/podcast/staying-on-track/id1719626261
- https://www.hbgroupdmwp.com/
- https://www.instagram.com/daymarkwp/
Official SEC filing: View on IAPD