# DayMark Wealth Partners

DayMark Wealth Partners is a Bank / Wealth / Trust based in Cincinnati, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** https://music.amazon.com/podcasts/e979087c-4327-4814-8599-f7ae256458ce/staying-on-track?ref=dm_sh_k3dUjSg6FgWNZRmoKy7QJ4X2u
- **LinkedIn:** https://www.linkedin.com/company/daymark-wealth-partners

## Regulatory record

- **CRD number:** 320878
- **SEC file number:** 801-124936
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-06T06:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/320878

## About

DayMark Wealth Partners is an SEC-registered investment adviser in Cincinnati, Ohio, registered since 2022. The firm manages $5.0 billion in regulatory assets. It has 40 employees and 21 investment advisers.

## Questions

### What client profile does DayMark Wealth Partners typically serve?

DayMark focuses on business owners, corporate executives, and professionals in the Ohio-Kentucky-Indiana region who are approaching or navigating a liquidity event, such as the sale of a privately held company. The firm's planning emphasizes tax-aware portfolio construction and coordination with a client's existing CPA and estate attorney. Its marketing and regulatory filings position it for clients seeking a fiduciary advisor during a major financial transition rather than ongoing transactional brokerage services.

### What is DayMark's geographic footprint?

The firm is headquartered in Cincinnati, Ohio, and serves clients concentrated in the greater Ohio Valley — principally Ohio, Kentucky, and Indiana. Its referral networks and client-advisor relationships are built within this tri-state corridor. There is no indication of satellite offices or a national virtual advisory practice in available public records.

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- [Day Star Wealth Management](https://altss.com/profile/day-star-wealth-management)
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Last updated: 2026-06-03T20:00:00.000Z

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