CRD: 320878
Daymark Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-02-2022
- Office Locations
- 10
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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
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%
Vital pathway
Peak beacon pioneer
- CRD
- #66037
- Ownership
- 47.0%
Showing 2 of 3 owners & executives
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DANIEL NORMAN BARON
Financial Advisor, General Partner
- CRD
- #2863972
JASON MICHAEL BEISCHEL
Financial Advisor, General Partner
- CRD
- #4575752
Momentum vital
Beacon pioneer
- CRD
- #89169
Showing 2 of 32 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
Total SMA Asset: $5,042,043,338
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $355,155,706 | 5.6% |
| Public Funds | $938,625,794 | 14.8% |
| Cash | $1,230,360,838 | 19.4% |
| Corporate - Investment Grade | $380,523,971 | 6.0% |
| Municipal Bonds | $1,154,256,044 | 18.2% |
| Corporate - Non-Investment Grade | $1,122,545,713 | 17.7% |
| Private Funds | $678,601,081 | 10.7% |
| U.S. Government/Agency | $481,997,029 | 7.6% |
| Total | $6,342,066,176 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH ALPHA EAGLE | CAPITAL ELEMENT | UY7CV9615 | XMMA | 11.28% | $57,825,929 |
| SIGNAL VECTOR EMBER | BRIDGE PEAK | UB60NUUTQ | YFN | 4.05% | $10,984,505 |
| PEAK RADIAL | RIDGE OAK | C0N771B6A | HUWEC | 4.44% | $41,572,860 |
| PATHWAY VERTEX | QUANTUM HARBOR | JP6KOEAYX | XKE | 8.72% | $75,616,378 |
| CREST MERIDIAN FOCUS | HORIZON ZENITH | BSG8S06Z6 | LEOJ | 1.52% | $118,277,463 |
| VERTEX PIONEER RADIAL | CAPITAL BRIDGE | JLZ9U2VCB | IDZG | 4.32% | $51,874,096 |
| BRIDGE HARBOR LEGACY | CATALYST VECTOR | F6OQFB0TO | EWJKT | 5.34% | $77,336,214 |
| UNISON ALPHA | VECTOR MOMENTUM | FL1QYDNF1 | FKC | 11.04% | $19,097,653 |