Company Information

Get to know DayMark Wealth Partners

DayMark Wealth Partners is a Registered Investment Advisor (RIA) based in Cincinnati, Ohio. The firm was founded to provide clients with a comprehensive, personal, and transparent approach to financial planning and wealth management. They operate on a fee-only basis, meaning they are compensated solely by their clients, which aligns their interests and avoids conflicts associated with commission-based products. Their services are built on a disciplined, long-term investment philosophy and focus on building lasting relationships to help clients achieve their financial goals, from retirement planning to estate strategies.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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DayMark Wealth Partners

United States

Founded in

2022 (4 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.