| 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 |
Daymark Wealth Partners, LLC reports $3.9 billion in regulatory assets under management on its Form ADV.
Daymark Wealth Partners, LLC reports 31 employees.
Daymark Wealth Partners, LLC is based in Cincinnati, OH and has been SEC-registered since 2022.
Daymark Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9675 Montgomery Road, Ste 201, Cincinnati, OH 45242 |
| Phone | 513-838-2520 |
| Office hours | 5-Sep |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1956824 |
| Discloses disciplinary history | No |
| Discretionary | $3.94B |
| Non-discretionary | $0 |
| Total (RAUM) | $3.94B |