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Doyenne Wealth Advisors

Doyenne Wealth Advisors. CRD 315995

D

CRD: 315995

Doyenne Wealth Advisors

Chicago, IL, 60606
3123740844
www.doyenneadvisors.com
$2.0B Total AUM
$0 Disc. AUM
10.5% 3Y CAGR
18 Employees
145 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Vital vitalZenith crest +more
Established Date
09-01-2021
Office Locations
1

Office Locations

227 W Monroe Street Suite 4650 Chicago IL

About Doyenne Wealth Advisors

Doyenne Wealth Advisors is a Chicago-based, SEC-registered RIA (formed 2022) delivering distinctly personalized financial planning and wealth management for high-net-worth individuals and families. The firm pairs technical expertise with emotional intelligence to align advice to clients’ goals, motivations, and legacy priorities. Primary custody is with Charles Schwab & Co.

Team overview

39 AVG AGE
$204.4M AVG AUM / ADVISOR
$14.1M AVG AUM / CLIENT
3.8 yrs AVG TENURE
18 Employees
10 Advisory Reps
13 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Zenith unison Radial Vertex Bridge optima Signal momentum Pathway element Pathway

Client Personas

Matrix crest North zenith

Custodian

Meridian Vital Unison capital Beacon pathway

Investment Themes

Focus peak Insight oak

Investment Vehicles

Delta wave Fusion

Services

Vector Vertex Beacon value Focus oak Meridian Bridge

Technology

Timber focus Atlas signal Element Oak beacon

Owner & Executives

M

MARY CLAIRE ALLVINE

Chief Executive Officer, Wealth Advisor

CRD
#2854261
Ownership
10% but less than 25%
(730) 855-6861
signal.value@optimacapital.com
in linkedin.com/in/harbor-crest
K

KRISTIN LEE BALON

Wealth Advisor

CRD
#4956823
Ownership
10% but less than 25%
(953) 200-1960
harbor.capital@vectorcapital.com
in linkedin.com/in/eagle-foundation
C

Catalyst prime

Peak peak

CRD
#36312
Ownership
16.8%
(974) 399-3949
quantum.quantum@alphacapital.com
in linkedin.com/in/momentum-delta

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Contacts

J

Jacob B Beck

Wealth Advisor

CRD
#6871249
(979) 686-6038
oak.pioneer@zenithcapital.com
in linkedin.com/in/vertex-prime
Matthew Joseph Currier

Matthew Joseph Currier

Associate Wealth Advisor

CRD
#7164708
(982) 680-1153
eagle.glacier@horizoncapital.com
in linkedin.com/in/zenith-ember
M

Meridian legacy

Summit vertex ridge

CRD
#35674
(933) 224-8862
crest.focus@harborcapital.com
in linkedin.com/in/capital-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-23-2022
03-29-2023
03-27-2024
03-28-2025
05-08-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $2,044,364,737 $2,762,655
Total $2,044,364,737 $2,762,655

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Separately Managed Accounts

Total SMA Asset: $2,044,364,737

$2.0B Total SMA
Public Funds:
23.6%
Municipal Bonds:
22.2%
Private Funds:
27.3%
Cash:
14.8%
Equity - Exchange:
12.1%
Asset class Assets Assets %
Public Funds $165,521,982 23.6%
Municipal Bonds $155,702,881 22.2%
Private Funds $191,472,462 27.3%
Cash $103,801,921 14.8%
Equity - Exchange $84,865,084 12.1%
Total $701,364,330 100.0%

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