DOYENNE WEALTH ADVISORS LLC
Legal name: DOYENNE WEALTH ADVISORS
CRD #315995 SEC #801-122292 CHICAGO, IL 312-374-0844
SEC Registered
Total AUM
$1.8B
Discretionary
$0
Employees
18
Clients
101
Accounts
748
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STERN, LAURA, NAUJOKAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STERN, LAURA, NAUJOKAS | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WARNER, KATHLEEN, SINKO | I | CCO | NA | Control |
| WARNER, KATHLEEN, SINKO | I | CHIEF COMPLIANCE OFFICER, ELECTED MANAGER | NA | Control |
| WARNER, KATHLEEN, SINKO | I | CHIEF COMPLIANCE OFFICER, ELECTED MANAGER | NA | Control |
| ALLVINE, MARY CLAIRE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| ALLVINE, MARY CLAIRE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| ALLVINE, MARY CLAIRE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| ALLVINE, MARY CLAIRE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| ALLVINE, MARY CLAIRE | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DEATON, REBECCA, ELLEN | I | CHIEF OPERATING OFFICER | C | Control |
| DONALDSON, KATHERINE, TARA | I | CHIEF FINANCIAL OFFICER | C | Control |
| DONALDSON, KATHERINE, TARA | I | CHIEF FINANCIAL OFFICER | C | Control |
| DONALDSON, KATHERINE, TARA | I | CHIEF FINANCIAL OFFICER | C | Control |
| DONALDSON, KATHERINE, TARA | I | CHIEF FINANCIAL OFFICER | C | Control |
| DONALDSON, KATHERINE, TARA | I | CHIEF FINANCIAL OFFICER | C | Control |
| STERN, LAURA, NAUJOKAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| STERN, LAURA, NAUJOKAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| STERN, LAURA, NAUJOKAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| STERN, LAURA, NAUJOKAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| STERN, LAURA, NAUJOKAS | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ALLVINE, MARY, CLAIRE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| ALLVINE, MARY, CLAIRE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| ALLVINE, MARY, CLAIRE | I | CHIEF EXECUTIVE OFFICER | B | Control |
| ALLVINE, MARY, CLAIRE | I | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | B | Control |
| ALLVINE, MARY, CLAIRE | I | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | B | Control |
| BALON, KRISTIN, LEE | I | LEAD ADVISOR | B | |
| BALON, KRISTIN, LEE | I | LEAD ADVISOR | B | |
| BALON, KRISTIN, LEE | I | CHIEF SECURITY OFFICER | B | Control |
| BALON, KRISTIN, LEE | I | LEAD ADVISOR | B | |
| BALON, KRISTIN, LEE | I | LEAD ADVISOR | B | |
| BALON, KRISTIN, LEE | I | ELECTED MANAGER | B | Control |
| BALON, KRISTIN, LEE | I | CHIEF SECURITY OFFICER | B | Control |
| BALON, KRISTIN, LEE | I | ELECTED MANAGER | B | Control |
| BALON, KRISTIN, LEE | I | ELECTED MANAGER | B | Control |
| DONALDSON, KATHERINE, TARA | I | CHIEF FINANCIAL OFFICER | B | Control |
| DONALDSON, KATHERINE, TARA | I | ELECTED MANAGER | B | Control |
| DONALDSON, KATHERINE, TARA | I | CHIEF FINANCIAL OFFICER | B | Control |
| DONALDSON, KATHERINE, TARA | I | ELECTED MANAGER | B | Control |
| DONALDSON, KATHERINE, TARA | I | ELECTED MANAGER | B | Control |
| Petty, ANNE, Roesner | I | LEAD ADVISOR | B | |
| Petty, ANNE, Roesner | I | LEAD ADVISOR | B | |
| Petty, ANNE, Roesner | I | CHIEF OPERATING OFFICER | B | Control |
| Petty, ANNE, Roesner | I | LEAD ADVISOR | B | |
| Petty, ANNE, Roesner | I | LEAD ADVISOR | B | |
| Petty, ANNE, Roesner | I | ELECTED MANAGER | B | Control |
| Petty, ANNE, Roesner | I | CHIEF OPERATING OFFICER | B | Control |
| Petty, ANNE, Roesner | I | ELECTED MANAGER | B | Control |
| Petty, ANNE, Roesner | I | ELECTED MANAGER | B | Control |
| STERN, LAURA, NAUJOKAS | I | CHIEF COMPLIANCE OFFICER | B | Control |
| STERN, LAURA, NAUJOKAS | I | ELECTED MANAGER | B | Control |
| STERN, LAURA, NAUJOKAS | I | CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (12)
AZ CA CO CT FL GA IL MN NY OH TX WA
Address
227 W MONROE STREETSUITE 4650
CHICAGO, IL 60606
United States
Phone: 312-374-0844