Daymark Wealth Partners, LLC

RIASEC Registered

Total AUM

$5B

Discretionary

$5B

100% of AUM

Avg account

$681K

Accounts

7,405

Employees

Advisory reps

Firm details

Headquarters: Montgomery, Ohio
CRD number: 320878
Registered since: May 2, 2022
Website: www.daymarkwealthpartners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI81.66%
Individuals12.97%
Charitable Organizations4.3%
Corporations / Businesses0.86%
Pension & Profit Sharing Plans0.21%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Daymark Wealth Partners, LLC is an independent registered investment adviser that describes itself as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (initial registration in 2022) and combines financial planning and portfolio management for individuals and small businesses with third-party manager selection. It operates as an insurance broker in addition to advisory services and reports a diversified fee model that includes percentage-of-AUM billing, hourly and fixed fees, and performance-based arrangements. Daymark also identifies as an active ESG investor and engages in manager selection rather than relying solely on in-house strategies.