DOYENNE WEALTH ADVISORS
Latest filing: Mar 28, 2025 (110 days ago)
AUM
$1,811,553,817
6% change vs. 1 year ago
15% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
18
6% change vs. 1 year ago
12% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
CHICAGO, IL
227 W MONROE STREET, CHICAGO, IL, UNITED STATES, 60606
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $1.8 |
| Total | $1.8 |
| Client | AUM |
|---|---|
| Retail | $1.8 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 132 | $1.8 |
| Average HNW AUM | $13,713,798 | |
| Retail Total | 132 | $1.8 |
| Average Retail AUM | $13,723,893 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.8 |
| Retail SMA AUM | $1.8 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 3% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 9% | $0.2 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 73% | $1.3 |
| Other Pools | 10% | $0.2 |
| Cash | 5% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
6 active
| Name | Title |
|---|---|
| STERN, LAURA, NAUJOKAS | CHIEF INVESTMENT OFFICER |
| ALLVINE, MARY, CLAIRE | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER |
| DONALDSON, KATHERINE, TARA | ELECTED MANAGER |
| BALON, KRISTIN, LEE | ELECTED MANAGER |
| PETTY, ANNE, ROESNER | ELECTED MANAGER |
| WARNER, KATHLEEN, SINKO | CHIEF COMPLIANCE OFFICER, ELECTED MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
13 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ANNE PETTY | CHICAGO | IL | CERTIFIED FINANCIAL PLANNER | ||||||
| KELSEY SPRESSER | CHICAGO | IL | S65|2016-04-05 | CERTIFIED FINANCIAL PLANNER | |||||
| PAULINA CYLWIK | CHICAGO | IL | S66|2021-08-09 | CERTIFIED FINANCIAL PLANNER | |||||
| MARY ALLVINE | CHICAGO | IL | S65|1997-02-04 | CERTIFIED FINANCIAL PLANNER | |||||
| PHOEBE HAYES | CHICAGO | IL | S66|2018-10-12 | CERTIFIED FINANCIAL PLANNER | |||||
| TESA WILLIAMSON | CHICAGO | IL | S66|2003-09-23|S65|2022-07-22 | CERTIFIED FINANCIAL PLANNER | |||||
| LAURA STERN | CHICAGO | IL | S63|2002-12-05 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| ALYSSA SCHUSTER | CHICAGO | IL | S65|2018-11-05 | CERTIFIED FINANCIAL PLANNER | |||||
| MAUREEN MILLER | CHICAGO | IL | S65|2015-10-30 | CERTIFIED FINANCIAL PLANNER | |||||
| SUZANNE WETZEL | CHICAGO | IL | S65|2019-09-09 | ||||||
| KATHERINE DONALDSON | CHICAGO | IL | S65|2002-08-01 | CERTIFIED FINANCIAL PLANNER | |||||
| KRISTIN BALON | CHICAGO | IL | S65|2003-12-09 | CERTIFIED FINANCIAL PLANNER | |||||
| JACOB BECK | CHICAGO | IL | S65|2023-10-21 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.8 | $0.0 | 0% | 18 | 0 | 0% |
| 2025-04-21 | $1.8 | $0.0 | 0% | 18 | 0 | 0% |
| 2024-04-02 | $1.7 | $0.1 | 6% | 17 | 1 | 6% |
| 2023-04-04 | $1.5 | $0.3 | 21% | 17 | 1 | 6% |
| 2022-04-01 | $1.6 | $0.2 | 15% | 16 | 2 | 12% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AZ-01/27/2022, CA-01/27/2022, CO-01/27/2022, CT-01/27/2022, FL-01/27/2022, GA-01/27/2022, IL-01/27/2022, MN-09/23/2022, NY-01/27/2022, OH-03/31/2022, TX-01/27/2022, WA-03/28/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV