Doyenne Wealth Advisors

RIASEC Registered

Total AUM

$2B

Discretionary

0% of AUM

Avg account

$2.8M

Accounts

740

Employees

Advisory reps

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

FINTRX

Overview

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.