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Katherine Tara Donaldson

Elected ManagerDoyenne Wealth Advisors LLCCRD 4630334

About Katherine Tara Donaldson

Katherine Tara Donaldson is listed as Elected Manager at Doyenne Wealth Advisors LLC in Chicago, IL. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Doyenne Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Katherine Tara Donaldson work?

Katherine Tara Donaldson is listed as Elected Manager at Doyenne Wealth Advisors LLC on SEC Form ADV.

How much of Doyenne Wealth Advisors LLC does Katherine Tara Donaldson own?

Form ADV reports a beneficial ownership band of 10-25%.

Doyenne Wealth Advisors LLC

TitleElected Manager
Ownership10-25%
Control personYes
Since2021