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DOYENNE WEALTH ADVISORS LLC, CRD 315995
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARY CLAIRE ALLVINE | Certified Financial Planner | CHICAGO, IL | 4 | 29 | 1 | no |
| SUZANNE MARIE WETZEL | n/a | CHICAGO, IL | 4 | 21 | 1 | no |
| KATHERINE TARA DONALDSON | Certified Financial Planner | CHICAGO, IL | 4 | 25 | 1 | no |
| KRISTIN LEE BALON | Certified Financial Planner | CHICAGO, IL | 4 | 23 | 1 | no |
| ANNE Roesner Petty | Certified Financial Planner | CHICAGO, IL | 4 | 14 | 3 | no |
| KELSEY ANNE SPRESSER | Certified Financial Planner | CHICAGO, IL | 4 | 10 | 1 | no |
| MAUREEN Vigland Miller | Certified Financial Planner | CHICAGO, IL | 4 | 11 | 1 | no |
| Phoebe Claire Stefani | Certified Financial Planner | CHICAGO, IL | 4 | 12 | 2 | no |
| Alyssa Kathleen Schuster | Certified Financial Planner | CHICAGO, IL | 4 | 11 | 1 | no |
| TESA BROOKE WILLIAMSON | Certified Financial Planner | CHICAGO, IL | 4 | 22 | 4 | no |
| Jacob B Beck | n/a | CHICAGO, IL | 2 | 13 | n/a | no |
| Katie Rushkewicz Reichart | Chartered Financial Analyst | CHICAGO, IL | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALLVINE, MARY, CLAIRE | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | B | yes | 09/2021 | May 8, 2026 | May 8, 2026 |
| BALON, KRISTIN, LEE | ELECTED MANAGER | B | yes | 09/2021 | May 8, 2026 | May 8, 2026 |
| DONALDSON, KATHERINE, TARA | ELECTED MANAGER | B | yes | 09/2021 | May 8, 2026 | May 8, 2026 |
| Petty, ANNE, Roesner | ELECTED MANAGER | B | yes | 09/2021 | May 8, 2026 | May 8, 2026 |
| WARNER, KATHLEEN, SINKO | CHIEF COMPLIANCE OFFICER, ELECTED MANAGER | Na | yes | 01/2023 | May 8, 2026 | May 8, 2026 |
| Reichart, Katie, Rushkewicz | CHIEF INVESTMENT STRATEGIST | Na | no | 05/2026 | May 8, 2026 | May 8, 2026 |
| STERN, LAURA, NAUJOKAS | Owner | Na | no | 09/2021 | May 8, 2026 | May 8, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Atlanta | Ga | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $2.0B | $0 | 18 | 10 | 0 | n/a | n/a |
| 2024 | Mar 28, 2025 | $1.8B | $0 | 18 | 10 | 1 | n/a | n/a |
| 2023 | Mar 27, 2024 | $1.7B | $0 | 17 | 9 | 1 | n/a | n/a |
| 2022 | Mar 29, 2023 | $1.5B | $0 | 17 | 8 | 1 | n/a | n/a |
| 2021 | Mar 31, 2022 | $1.6B | $0 | 16 | 8 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 8.3% | 0 | 0 | 0 | 1 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.0B | $1.8B | 12.9% | $1.5B | 10.8% | 18 | 18 | 0 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| BROWNSON, REHMUS & FOXWORTH, INC. | 9 | Jan 13, 2022 | Feb 9, 2022 | CHICAGO, IL | Team lift out | RIA to new firm | 33.3% |