Gregg Adam Kaplan
Investment adviser representative at Daymark Wealth Partners, LLC
10 yearsExperience
2 statesRegistered in
$5BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Daymark Wealth Partners, LLCApr 2025 to now
- Audent Global Asset ManagementDec 2019 to Apr 2025
- UnemployedJul 2019 to Nov 2019
- OccApr 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Daymark Wealth Partners, LLC
$5BAssets managed
2,107Clients
37Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4642536
- Firm CRD
- 320878