DOYENNE WEALTH ADVISORS
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 315995
- Registered since
- October 1, 2021
- Website
- www.doyenneadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.91%
- Individuals0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Doyenne Wealth Advisors is an independent registered investment advisor organized as an LLC and operating since 2021. The firm focuses on individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. It bills clients through AUM-based fees as well as fixed-fee arrangements and identifies itself as a capital allocator that places client capital with third‑party managers when appropriate. The firm does not describe itself as an ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Private Funds10%
- State & Local Bonds9%
- Cash & Cash Equivalents5%
- Exchange Traded Equities3%
Owners & executives
3 of 5Katie Reichart
Chief Investment StrategistCRD 8257878
KATHLEEN WARNER
Chief Administrative OfficerCRD 1784822
LAURA STERN
CIO/Managing DirectorCRD 4359984
Contacts
3 of 10Matthew Currier
Financial AdvisorCRD 7164708
KATHERINE DONALDSON
Managing Director, Co-FounderCRD 4630334
ANNE Petty
Managing Director & Wealth AdvisorCRD 5317111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 227 W Monroe St
- Time zone
- CT (UTC-6)
- Office locations
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