Daymark Wealth Partners, LLC

Overview

Daymark Wealth Partners, LLC is an SEC registered investment adviser based in Montgomery, OH, registered since 2022. It reports $5B in assets under management across 7,405 accounts, with 40 employees. It has 32 investment adviser representatives.

Reported AUM

$5B

Discretionary

100%

Accounts

7,405

Average account

$681K

Employees

40

Advisory reps

32

Registered since

2022

Jurisdictions

28

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• Michael William Quin Chief Executive Officer CRD 3105835
• Loni Jo Adams-Kiskaden Chief Compliance Officer CRD 4868542
• Steven Louis Satter General Counsel CRD 6306388

Advisory reps 3 of 32

• Loni Jo Adams-Kiskaden Investment Adviser Rep CRD 4868542
• Daniel Norman Baron Investment Adviser Rep CRD 2863972
• Jason Michael Beischel Insurance Agent · Investment Adviser Rep CRD 4575752

29 more advisory reps, with emails, phones and branch locations

Location

Headquarters

9675 Montgomery Rd Ste 201
Montgomery, OH 45242

County

Hamilton

Metro area

Cincinnati, OH-KY-IN

Region

Midwest

Registrations

• SEC registered
• Registered in 28 jurisdictions
• Website: music.amazon.com/podcasts/e979087c-4327-4814-8599-f7ae256458ce/staying-on-track?ref=dm_sh_k3dujsg6fgwnzrmoky7qj4x2u

Every state, with registration dates

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