Investment adviser · CRD 320878
DAYMARK WEALTH PARTNERS, LLC
Investment adviser filing (IA)
CINCINNATI, OH, United States · Form ADV filed Sep 25, 2026
- Regulatory AUM
- $5.04B Form ADV · Item 5.F
- Client accounts
- 7,405 Accounts, not individual clients
- Employees
- 40 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 913 | $4,117,214,188 | 81.7% |
| Individuals | 1,147 | $654,044,176 | 13.0% |
| Charities | 20 | $216,797,547 | 4.3% |
| Corporations & businesses | 22 | $43,573,735 | 0.9% |
| Retirement plans | 5 | $10,413,692 | 0.2% |
Filing source
Form ADV 2127844 · Sep 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Sep 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
9675 MONTGOMERY ROAD, STE 201CINCINNATI, OH, 45242, United States
CRD 320878
Filing source
Form ADV 2127844 · Sep 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.