Doyenne Wealth Advisors LLC
● SEC registered since 2021CRD 315995SEC# 801-122292Chicago, IL
Reg. AUM
$2.04B
Employees
18
Accounts
740
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 $2 billion in regulatory assets under management and employs 18 people.
Doyenne Wealth Advisors LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Roesner Petty Control | Elected Manager | 10-25% | 2021 |
| Katherine Tara Donaldson Control | Elected Manager | 10-25% | 2021 |
| Kathleen Sinko Warner Control | Chief Compliance Officer, Elected Manager | Under 5% | 2023 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Doyenne Wealth Advisors LLC manage?
Doyenne Wealth Advisors LLC reports $2 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
| Address | 227 W Monroe Street, Suite 4650, Chicago, IL 60606 |
| Phone | 312-374-0844 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.04B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$2.04Bregulatory AUM
Discretionary $0Non-discretionary $2.04B