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| Happy Holidays!! thanks for using AUM13F!! |
| Daymark Wealth Partners LLC
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| CRD # | 320878 |
| SEC # | 801-124936 |
| CIK # | 0001956824 |
| AUM | $3.9 B (2025-06-18) |
| Employees | 31 (61% Investors, 0% Brokers) |
| Phone | 513-838-2520 |
| Address | 9675 Montgomery Road Cincinnati, OH 45242 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Procter & Gamble Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Progressive Corp/Oh/ | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Amgen Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 938 | 0.5 |
| (b) Individuals (high net worth individuals) | 738 | 3.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 14 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,073 | 3.9 |
| By Discretionary | ||
| Discretionary | 6,073 | 3.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,073 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 6,073 | 3.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001956824] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
New Century Advisors LLC
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|
MD | 4.0 |
|
Karpus Management Inc
✚
|
NY | 4.0 |
|
New Frontier Advisors LLC
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|
MA | 3.9 |
|
Oberweis Asset Management Inc
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|
IL | 3.9 |
|
Schechter Investment Advisors LLC
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|
MI | 3.9 |
|
Verdence Capital Advisors LLC
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|
MD | 3.9 |
|
Bragg Financial Advisors Inc
✚
|
NC | 3.9 |
|
Systematic Financial Management LP
✚
|
NJ | 3.9 |
|
Argent Capital Management LLC
✚
|
MO | 3.9 |
|
Crossingbridge Advisors LLC
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|
NY | 3.9 |