Deland, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
DayMark Wealth Partners, LLC
Multi-team
Firm-wide stats for DayMark Wealth Partners, LLC
About
DayMark Wealth Partners serves a mix of individual (including high‑net‑worth) clients, trusts, retirement plans, and institutional accounts, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm also acts as a sub‑adviser to private funds and separately managed accounts, and offers access to alternative and private securities alongside more typical holdings such as stocks, bonds, mutual funds, ETFs and options.
Portfolios are managed on a discretionary basis with ongoing monitoring and rebalancing, and strategies may combine internally managed models, third‑party managers accessed via the Dynasty TAMP, and held‑away account implementation tools such as Pontera. DayMark uses fundamental, technical, quantitative and ESG analysis among other methods and retains the ability to tailor allocations and employ alternatives, margin, and digital‑asset products where appropriate to client objectives.
Compared with many multi‑team firms, DayMark’s role as a private fund adviser and its receipt of performance‑based carried interest is notable, and the firm refers investors to the DayMark Fund I, LP with related revenue sharing disclosed. Representatives also act as insurance agents and the firm integrates fee‑based insurance products into wealth management, and its ownership and financing arrangements — now principally owned by CWC Harbor Investor, LLC and having financing relationships with Dynasty affiliates — are disclosed as potential sources of conflicts of interest.
Based on DayMark Wealth Partners, LLC
Expertise
Based on DayMark Wealth Partners, LLC
Location
116 N Florida Ave
Deland FL 32720
Advisors at this office
2
Advisors at this office
Sidney T
Series 63, Series 65
Deland, FL
DayMark Wealth Partners, LLC
Sidney Taylor II is a financial advisor at DayMark Wealth Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Taylor is involved in small business consulting, advises a mobile dating app on technology and operations, and serves on the investment committee at the Stetson Business School Foundation as chairman. He also serves on the vestry board of St. Barnabas Church, advising on endowment investments. DayMark Wealth Partners serves individual, trust, retirement plan, and institutional clients by offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a range of strategies including fundamental, technical, and ESG analysis, and is notable for its role as a private fund adviser along with access to alternative and private securities.
James H
Series 66
Deland, FL
DayMark Wealth Partners, LLC
James Huster is a financial advisor at DayMark Wealth Partners, LLC with seven years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for eight years. Outside of his advisory work, he serves as Assistant Rector at the Episcopal Church in St. Augustine, Florida. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a variety of investment strategies, including internal and third-party models, and offers access to alternative investments alongside traditional holdings.
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