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DAYMARK WEALTH PARTNERS, LLC

CINCINNATI, OH · CRD 320878 · IAPD ↗ · music.amazon.com · 513-838-2520

$5.04BRegulatory AUM
21Advisory reps
40Employees
0Clients
0Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — DAYMARK WEALTH PARTNERS, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
August 2026 — DAYMARK WEALTH PARTNERS, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
March 2026 — DAYMARK WEALTH PARTNERS, LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
March 2026 — DAYMARK WEALTH PARTNERS, LLC reported RAUM up 28% ($3.94B -> $5.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
July 2025 — DAYMARK WEALTH PARTNERS, LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2025 — DAYMARK WEALTH PARTNERS, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — DAYMARK WEALTH PARTNERS, LLC added office(s): 3 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
March 2025 — DAYMARK WEALTH PARTNERS, LLC reported RAUM up 57% ($2.50B -> $3.94B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
September 2024 — DAYMARK WEALTH PARTNERS, LLC notice-filed in MN, NJ, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2024 — DAYMARK WEALTH PARTNERS, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — DAYMARK WEALTH PARTNERS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2024 — DAYMARK WEALTH PARTNERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
March 2024 — DAYMARK WEALTH PARTNERS, LLC notice-filed in MA, NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — DAYMARK WEALTH PARTNERS, LLC now reports custody of client assets ($1.29B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
77
March 2024 — DAYMARK WEALTH PARTNERS, LLC grew from 9 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2024 — DAYMARK WEALTH PARTNERS, LLC crossed $1B in regulatory AUM ($907.8M -> $2.50B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.