Southport, CT 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
Clients per advisor
56 TypicalAvg AUM per client
$2,316,145 Very HighHNW client ratio
44% Very HighAbout
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
Location
2425 Post Road, Suite 205
Southport CT 06890
Advisors at this office
3
Advisors at this office
Thomas H
Series 63, Series 65
Southport, CT
DayMark Wealth Partners, LLC
Thomas Hofstetter is a financial advisor at DayMark Wealth Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as treasurer for the Museum of Contemporary Art of Westport and is a member of the investment committee at Hartford Seminary. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, providing asset management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a diversified investment approach that includes in-house model management, third-party managers, and digital asset advisory.
Megan H
Series 66
Southport, CT
DayMark Wealth Partners, LLC
Megan Helbig is a financial advisor at DayMark Wealth Partners, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a notary public in Westport, CT. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets through a team of 19 advisors. The firm offers comprehensive portfolio management and financial planning, utilizing a variety of investment strategies and products, and is involved in both insurance distribution and private fund management.
Daniel B
Series 63, Series 65, Series 66
Southport, CT
DayMark Wealth Partners, LLC
Daniel Baron is a financial advisor at DayMark Wealth Partners, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, managing approximately $3.94 billion in assets across a team of 19 advisors. The firm offers comprehensive portfolio and financial planning services, utilizing a mix of fundamental, technical, quantitative, and ESG analysis, and incorporates both in-house and third-party managers in its investment approach.
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