# Doyenne Wealth Advisors

> Doyenne Wealth Advisors is an SEC-registered investment advisory firm in Chicago, IL, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 8, 2026.

- CRD: 315995
- Filed as: DOYENNE WEALTH ADVISORS
- Legal name: Doyenne Wealth Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315995
- AdvisorCensus page: https://advisorcensus.com/firm/doyenne-wealth-advisors-chicago-il-315995

## Quick answers

**How is Doyenne Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Doyenne Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Doyenne Wealth Advisors located?**
Doyenne Wealth Advisors' principal office is in Chicago, IL, according to its Form ADV.

**Is Doyenne Wealth Advisors registered with the SEC or a state?**
Doyenne Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315995.

**How much does Doyenne Wealth Advisors manage?**
Doyenne Wealth Advisors reports $2,044,364,737 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (0% discretionary).

**How have Doyenne Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Doyenne Wealth Advisors: Regulatory assets under management: $0 in the October 2021 data and $2,044,364,737 in the October 2026 data. Total employees: 4 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Doyenne Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (129); individuals (other than high net worth individuals) (3).

**Which custodians does Doyenne Wealth Advisors use?**
Doyenne Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Doyenne Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315995

**What changed in Doyenne Wealth Advisors' recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Minimum annual fee: $50,000

> The Firm generally maintains a minimum annual advisory fee of $50,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,044,364,737
- Discretionary: $0
- Non-discretionary: $2,044,364,737

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,772,438 |
| High net worth individuals | 129 | $2,042,592,299 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 18 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, IL, MN, NY, OH, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- doyenneadvisors.com
- LinkedIn @doyenne-wealth-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 4 | September 28, 2021 |
| October 2022 | $1,571,106,082 | 16 | September 23, 2022 |
| October 2023 | $1,502,678,118 | 17 | March 29, 2023 |
| October 2024 | $1,705,745,634 | 17 | March 27, 2024 |
| October 2025 | $1,811,553,817 | 18 | March 28, 2025 |
| October 2026 | $2,044,364,737 | 18 | May 8, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $2,044,364,737 in the October 2026 data.
Total employees: 4 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $1,811,553,817 to $2,044,364,737 (+13%).
- No longer lists an office in Atlanta, GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Doyenne Wealth Advisors (CRD 315995): Form ADV filing data as of October 2026.