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DAYMARK WEALTH PARTNERS, LLC
CRD 320878File 801-124936
APPROVED
Retail clients
Custody
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.04B
Top 25% of cohort (national)
Discretionary AUM
$5.04B
Clients
2,107
7,405 accounts
Employees
40
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 31 | 40 | increased by9 |
| Mar 1, 2026 | Clients | 1,709 | 2,107 | increased by398 |
| Mar 1, 2026 | AUM | $3,939,833,944 | $5,042,043,338 | increased by$1,102,209,394 |
| Mar 1, 2026 | Accounts | 6,073 | 7,405 | increased by1,332 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 31 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 908 | 1,709 | increased by801 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $649,354,000 | $3,939,833,944 | increased by$3,290,479,944 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,170 | 6,073 | increased by4,903 |
| Aug 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Aug 1, 2022 | Employees | 5 | 8 | increased by3 |
| Aug 1, 2022 | AUM | $0 | $649,354,000 | increased by$649,354,000 |
| Aug 1, 2022 | Accounts | 0 | 1,170 | increased by1,170 |
| Jun 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “DAYMARK WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DAYMARK WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.