Daymark Wealth Partners, LLC
Cincinnati, OH·SEC-registered · CRD #320878
Daymark Wealth Partners, LLC is an SEC-registered investment advisory firm in Cincinnati, OH managing $5.0B across 7.4k client accounts, with 21 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.0B
Client accounts
7.4k
Advisory staff
21
Fee model
Fee-based
How Daymark Wealth Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL DAYMARK WEALTH PARTNERS, LLC
See how Daymark compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Daymark Wealth Partners, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Daymark Wealth Partners, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Daymark Wealth Partners, LLC
How much does Daymark Wealth Partners, LLC manage?
Per its most recent SEC Form ADV filing (02/06/2026), Daymark Wealth Partners, LLC reports $5.0B in regulatory assets under management across roughly 7.4k client accounts.
How does Daymark Wealth Partners, LLC charge?
Daymark Wealth Partners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Daymark Wealth Partners, LLC a fiduciary?
Yes. Daymark Wealth Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #320878), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Daymark Wealth Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Daymark Wealth Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cincinnati, OH
Profile compiled from Daymark Wealth Partners, LLC's public SEC Form ADV filing (CRD #320878, filed 02/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Daymark Wealth Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Daymark Wealth Partners, LLC? Claim this profile.