Daymark Wealth Partners, LLC
● SEC registered since 2022CRD 320878SEC# 801-124936Cincinnati, OH
Reg. AUM
$5.04B
Employees
40
Accounts
7,405
Location
Cincinnati, OH
Daymark Wealth Partners, LLC assets under management
Daymark Wealth Partners, LLC operates as an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2022. It reports $5 billion in regulatory assets under management and employs 40 people.
Daymark Wealth Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dmwp Holdings, LLC Control | Holding Company | Over 75% | 2022 |
| Loni Jo Adams-Kiskaden Control | Chief Compliance Officer | Under 5% | 2023 |
| Michael William Quin Control | Chief Executive Officer | Under 5% | 2022 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Daymark Wealth Partners, LLC manage?
Daymark Wealth Partners, LLC reports $5 billion in regulatory assets under management on its Form ADV.
How many employees does Daymark Wealth Partners, LLC have?
Daymark Wealth Partners, LLC reports 40 employees.
Where is Daymark Wealth Partners, LLC located?
Daymark Wealth Partners, LLC is based in Cincinnati, OH and has been SEC-registered since 2022.
Does Daymark Wealth Partners, LLC disclose fund performance?
Daymark Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9675 Montgomery Road, Ste 201, Cincinnati, OH 45242 |
| Phone | 513-838-2520 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1956824 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.04B▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$5.04Bregulatory AUM
Discretionary $5.04B