SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Doyenne Wealth Advisors
Chicago, IL
Doyenne Wealth Advisors LLC, CRD 315995
Firm filing updated May 8, 2026 ·
- $2BAssets
- 10Advisory staff
- 740Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals129
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $1.8 million |
| High net worth individuals | 129 | $2.0 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.0 billion
- Accounts740
People
- Employees18
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
9 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Doyenne Wealth Advisors LLC SEC-registered investment advisor. CRD 315995, SEC file 801-122292.
- Registered with the SEC as an investment advisor (status date on record: October 1, 2021).
Is Doyenne Wealth Advisors a fiduciary?
Short answer: Doyenne Wealth Advisors is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.