DAYMARK WEALTH PARTNERS, LLC

CRD 320878File 801-124936

APPROVED

Retail clients

Custody

Filing as of Jul 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$5.04B

Top 25% of cohort (national)

Discretionary AUM

$5.04B

Clients

2,107

7,405 accounts

Employees

Top 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 2, 2022
Principal office: 9675 MONTGOMERY ROAD, STE 201, CINCINNATI, OH, 45242
Phone: 513-838-2520
Website: https://www.youtube.com/channel/UCBVSi102hNpgoWrrQgnhr1A

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.04B
Discretionary AUM: $5.04B
Non-discretionary AUM: $0
Discretionary accounts: 7,405
Non-discretionary accounts: 0
Total accounts: 7,405
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	22	$43.6M
Charitable organizations	20	$216.8M
High net worth individuals	913	$4.12B
Pension and profit sharing plans	5	$10.4M
Individuals (other than high net worth individuals)	1,147	$654.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.