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Doyenne Wealth Advisors LLC

● SEC registered since 2021CRD 315995SEC# 801-122292Chicago, IL
Export (members)
Reg. AUM
$1.81B
Employees
18
Accounts
748
Location
Chicago, IL

Doyenne Wealth Advisors LLC assets under management

Doyenne Wealth Advisors LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2021. It reports $1.8 billion in regulatory assets under management and employs 18 people.

Doyenne Wealth Advisors LLC owners & executives

6 reported
NameTitleOwnershipSince
Anne Roesner Petty ControlElected Manager10-25%2021
Katherine Tara Donaldson ControlElected Manager10-25%2021
Kathleen Sinko Warner ControlChief Compliance Officer, Elected ManagerUnder 5%2023
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Frequently asked questions

How much does Doyenne Wealth Advisors LLC manage?

Doyenne Wealth Advisors LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Doyenne Wealth Advisors LLC have?

Doyenne Wealth Advisors LLC reports 18 employees.

Where is Doyenne Wealth Advisors LLC located?

Doyenne Wealth Advisors LLC is based in Chicago, IL and has been SEC-registered since 2021.

Does Doyenne Wealth Advisors LLC disclose fund performance?

Doyenne Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address227 W Monroe Street, Suite 4650, Chicago, IL 60606
Phone312-374-0844
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$1.81B
Total (RAUM)$1.81B