DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Doyenne Wealth Advisors
Legal name Doyenne Wealth Advisors LLC
Latest filing May 8, 2026
First filing on the tape Aug 11, 2021 · 12 filings
SEC status approved since Oct 1, 2021
RAUM
$2.0B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$2.0B individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$170M
derived; firm RAUM over IAPD count
Employees
18
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$2.0B as of May 8, 2026
Mar 31, 2022$1.6B then
HNW client RAUM$2.0B as of May 8, 2026
Mar 31, 2022$1.6B then
State-registered IARs (5.B.3)13 as of May 8, 2026
Mar 31, 202210 then
Employees (5.A)18 as of May 8, 2026
Mar 31, 202216 then
Private funds: no history
RAUM +13% over the last fiscal year+11% a year over threeIARs 14 to 13offices 1 to 0
Practice profile
derived from the filing of May 8, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $170MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 11derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $15.8MderivedHNW RAUM over HNW clients
- Average account
- $2.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 12.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- -7.1%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $118M, 16 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$2.0B100%
- Individuals$1.8M0.1%
- Individual clients
- 3reported
- HNW clients
- 129reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 740reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $118M for 16 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Mary Claire AllvineCertified Financial Planner | Chicago, Il | Feb 5, 2022 | 29 y | 1 |
| Kristin Lee BalonCertified Financial Planner | Chicago, Il | Feb 9, 2022 | 23 y | 1 |
| Anne Roesner PettyCertified Financial Planner | Chicago, Il | Feb 9, 2022 | 14 y | 3 |
| Kelsey Anne SpresserCertified Financial Planner | Chicago, Il | Feb 9, 2022 | 10 y | 1 |
| Maureen Vigland MillerCertified Financial Planner | Chicago, Il | Feb 9, 2022 | 11 y | 1 |
| Katherine Tara DonaldsonCertified Financial Planner | Chicago, Il | Feb 9, 2022 | 25 y | 1 |
| Phoebe Claire StefaniCertified Financial Planner | Chicago, Il | Feb 9, 2022 | 12 y | 2 |
| Alyssa Kathleen SchusterCertified Financial Planner | Chicago, Il | Feb 9, 2022 | 11 y | 1 |
| Suzanne Marie Wetzel | Chicago, Il | Feb 9, 2022 | 21 y | 1 |
| Tesa Brooke WilliamsonCertified Financial Planner | Chicago, Il | May 16, 2022 | 22 y | 4 |
| Jacob B Beck | Chicago, Il | Oct 23, 2023 | 13 y | 0 |
| Katie Rushkewicz ReichartChartered Financial Analyst | Chicago, Il | May 22, 2026 | 10 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 8.3% of current headcount2 left over 36 months
Left, latest
- Paulina Barbara Cylwik to Focus Partners Wealth, LLCNov 21, 2025 · RIA to RIA
- Ethan Scott Krumwiede to MarinerApr 4, 2024 · RIA to affiliated broker-dealer or bank
Joined, latest
- Paulina Barbara Cylwik from Vanguard Advisers, Inc.Feb 1, 2024 · Affiliated broker-dealer or bank to independent RIA
- Tesa Brooke Williamson from Nuveen Fund Advisors, LLCMay 16, 2022 · Other
- Katherine Tara Donaldson from Brownson, Rehmus & Foxworth, Inc.Feb 9, 2022 · RIA to RIA
- Suzanne Marie Wetzel from Brownson, Rehmus & Foxworth, Inc.Feb 9, 2022 · RIA to RIA
- Kelsey Anne Spresser from Brownson, Rehmus & Foxworth, Inc.Feb 9, 2022 · RIA to RIA
- Maureen Vigland Miller from Brownson, Rehmus & Foxworth, Inc.Feb 9, 2022 · RIA to RIA
- Kristin Lee Balon from Brownson, Rehmus & Foxworth, Inc.Feb 9, 2022 · RIA to RIA
- Phoebe Claire Stefani from Brownson, Rehmus & Foxworth, Inc.Feb 9, 2022 · RIA to RIA
- Anne Roesner Petty from Brownson, Rehmus & Foxworth, Inc.Feb 9, 2022 · RIA to RIA
- Alyssa Kathleen Schuster from Brownson, Rehmus & Foxworth, Inc.Feb 9, 2022 · RIA to RIA
- Mary Claire Allvine from Brownson, Rehmus & Foxworth, Inc.Feb 5, 2022 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 9 joined from Brownson, Rehmus & Foxworth, Inc.Jan 13, 2022 · Chicago, Il
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Claire Mary Allvine · Chief Executive Officer, Elected Managercontrolsince 09/2021 · owns 10% to 25%
- Lee Kristin Balon · Elected Managercontrolsince 09/2021 · owns 10% to 25%
- Tara Katherine Donaldson · Elected Managercontrolsince 09/2021 · owns 10% to 25%
- Roesner Anne Petty · Elected Managercontrolsince 09/2021 · owns 10% to 25%
- Sinko Kathleen Warner · Chief Compliance Officer, Elected Managercontrolsince 01/2023 · owns less than 5%
- Rushkewicz Katie Reichart · Chief Investment Strategistsince 05/2026 · owns less than 5%
- Naujokas Laura Stern · Ownersince 09/2021 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chicago, Il · principal | 12 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Atlanta, GA1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing May 8, 2026discretionary share of RAUM of 0% against a peer median of 99% (1360 comparable advisers, 0.0th percentile, 33.2 robust deviations)peers: independent wealth managers, $1B to $5B (1,360) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 748 to 740Mar 28, 2025 to Mar 27, 2026
- HNW clients · 132 to 129Mar 28, 2025 to Mar 27, 2026
- Individual clients · unset to 3.0Mar 28, 2025 to Mar 27, 2026
- Assets in custody · $77.4M to $118MMar 28, 2025 to Mar 27, 2026
- State-registered IARs · 14 to 13Mar 28, 2025 to Mar 27, 2026
- Other offices · 1 to 0Mar 28, 2025 to Mar 27, 2026
- HNW RAUM · $1.8B to $2.0BMar 28, 2025 to Mar 27, 2026
- Individual RAUM · $1.3M to $1.8MMar 28, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $1.8B to $2.0BMar 28, 2025 to Mar 27, 2026
- RAUM · $1.8B to $2.0BMar 28, 2025 to Mar 27, 2026
- Accounts · 764 to 748Mar 27, 2024 to Mar 28, 2025
- Advisory employees · 9 to 10Mar 27, 2024 to Mar 28, 2025
- HNW clients · 134 to 132Mar 27, 2024 to Mar 28, 2025
- Individual clients · 13.0 to unsetMar 27, 2024 to Mar 28, 2025
- Assets in custody · $48.7M to $77.4MMar 27, 2024 to Mar 28, 2025
- Employees · 17 to 18Mar 27, 2024 to Mar 28, 2025
- Financial planning clients · 101-250 to 101-250Mar 27, 2024 to Mar 28, 2025
- HNW RAUM · $1.7B to $1.8BMar 27, 2024 to Mar 28, 2025
- Individual RAUM · $4.6M to $1.3MMar 27, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $1.7B to $1.8BMar 27, 2024 to Mar 28, 2025
- RAUM · $1.7B to $1.8BMar 27, 2024 to Mar 28, 2025
- Accounts · 723 to 764Mar 29, 2023 to Mar 27, 2024
- Advisory employees · 8 to 9Mar 29, 2023 to Mar 27, 2024
- HNW clients · 142 to 134Mar 29, 2023 to Mar 27, 2024
- Individual clients · 6 to 13Mar 29, 2023 to Mar 27, 2024
- Assets in custody · unset to 48673230.0Mar 29, 2023 to Mar 27, 2024
- Custody of client assets · false to trueMar 29, 2023 to Mar 27, 2024
- State-registered IARs · 11 to 14Mar 29, 2023 to Mar 27, 2024
- HNW RAUM · $1.5B to $1.7BMar 29, 2023 to Mar 27, 2024
- Individual RAUM · $1.6M to $4.6MMar 29, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $1.5B to $1.7BMar 29, 2023 to Mar 27, 2024
- RAUM · $1.5B to $1.7BMar 29, 2023 to Mar 27, 2024
- Accounts · 651 to 723Sep 23, 2022 to Mar 29, 2023
- Advisory activities · 2 to 3Sep 23, 2022 to Mar 29, 2023
- HNW clients · 139 to 142Sep 23, 2022 to Mar 29, 2023
- Individual clients · 5 to 6Sep 23, 2022 to Mar 29, 2023
- Employees · 16 to 17Sep 23, 2022 to Mar 29, 2023
- State-registered IARs · 10 to 11Sep 23, 2022 to Mar 29, 2023
- HNW RAUM · $1.6B to $1.5BSep 23, 2022 to Mar 29, 2023
- Individual RAUM · $1.7M to $1.6MSep 23, 2022 to Mar 29, 2023
Signals
7 dated events
- Paulina Barbara Cylwik left Doyenne Wealth Advisors for Focus Partners Wealth, Llc (registered 2026-09-09)Nov 21, 2025 · Advisor changed firm · fact
- Ethan Scott Krumwiede left Doyenne Wealth Advisors for Mariner (registered 2024-06-13)Apr 4, 2024 · Advisor changed firm · fact
- Sinko Kathleen Warner (Cco) appeared on Schedule A of Doyenne Wealth AdvisorsMar 29, 2023 · Control person joined · fact
- Doyenne Wealth Advisors reported 10 state-registered advisory representatives, up from 0 (2022-01-27 to 2022-03-31)Mar 31, 2022 · Advisor headcount change · derived
- 9 advisors left Brownson, Rehmus & Foxworth, Inc. (Chicago, IL) for Doyenne Wealth Advisors on the same dayJan 13, 2022 · Team lift-out · derived
- Ellen Rebecca Deaton (Chief Operating Officer) no longer on Schedule A of Doyenne Wealth Advisors (listed 2021-08-11, absent 2021-09-28)Sep 28, 2021 · Control person left · inference
- Doyenne Wealth Advisors filed its initial SEC registration (Form ADV)Aug 11, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Doyenne Wealth Advisors · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/doyenne-wealth-advisors/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- doyenneadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 312-374-0844reportedpublic record, Form ADV, May 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $170Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026