← Tributary

DOYENNE WEALTH ADVISORS

CHICAGO, IL · CRD 315995 · IAPD ↗ · 312-374-0844

$2.04BRegulatory AUM
10Advisory reps
18Employees
13Clients
101-250Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — DOYENNE WEALTH ADVISORS notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — DOYENNE WEALTH ADVISORS now reports custody of client assets ($48.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.