DOYENNE WEALTH ADVISORS

227 W Monroe Street
Suite 4650
Chicago, Illinois 60606
Tel: 312-374-0844

About DOYENNE WEALTH ADVISORS

DOYENNE WEALTH ADVISORS, formally registered with the SEC as DOYENNE WEALTH ADVISORS. The firm was established in 10/01/2021. They have over 2 offices throughout the country.

DOYENNE WEALTH ADVISORS is a Chicago, Illinois based Financial Planning firm with nearly $1,705,745,634 assets under management, offering retirement planning & investment advisory services to 764 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315995
SEC#	801-122292
Assets Managed by Firm	$1,705,745,634
No. of Clients	764
No. of Advisors	17

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	764	$1,705,745,634
Individuals (other than high net worth individuals)	13	$4,636,565
High net worth individuals	134	$1,701,109,069

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