CRD: 320878
Daymark Wealth Partners, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-02-2022
- Office Locations
- 11
Office Locations
About Daymark Wealth Partners, LLC
Daymark Wealth Partners is an RIA serving successful individuals and families with a disciplined wealth-planning process focused on building, preserving, and transferring multigenerational wealth. The team provides integrated financial planning and portfolio management, including tax, estate, charitable, and business-succession planning. Investment implementation emphasizes ETFs and diversified public funds, with access to alternatives for accredited/qualified investors. Custodied primarily at Schwab and Fidelity.
Reported data analysis
What the numbers show
Between October 28, 2025 and July 10, 2026, reported AUM increased 28.0%, from $3.9B to $5.0B.
Across 5 reported observations, AUM increased 676.5% between November 29, 2022 and July 10, 2026, from $649.4M to $5.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 21 advisory representatives and 2,107 clients, or 100.3 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 11 reported office locations and 4 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Daymark Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LONI JO ADAMS-KISKADEN
Chief Compliance Officer, Managing Director
- CRD
- #4868542
- Ownership
- Less than 5%
MICHAEL WILLIAM QUIN
Advisor, Chief Executive Officer
- CRD
- #3105835
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
DANIEL NORMAN BARON
Financial Advisor, General Partner
- CRD
- #2863972
JASON MICHAEL BEISCHEL
Financial Advisor, General Partner
- CRD
- #4575752
Showing 2 of 33 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,042,043,338 | $680,897 |
| Non-Discretionary | $0 | -- |
| Total | $5,042,043,338 | $680,897 |
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Separately Managed Accounts
SMA allocation detail is available
Daymark Wealth Partners, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Daymark Wealth Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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