Doyenne Wealth Advisors Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $0
- Clients
- 132
- Avg AUM / client
- $15.5M
- Accounts
- 740
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3 | $1.8M | 0.09% |
| High net worth individuals | 129 | $2.0B | 99.9% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anne Roesner Petty | Elected Manager | CFP | Sep 2021 (5y) | 10% – 25% |
| Katherine Tara Donaldson | Elected Manager | CFP | Sep 2021 (5y) | 10% – 25% |
| Kristin Lee Balon | Elected Manager | CFP | Sep 2021 (5y) | 10% – 25% |
| Mary Claire Allvine | Chief Executive Officer, Elected Manager | CFP | Sep 2021 (5y) | 10% – 25% |
| Warner, Kathleen, Sinko | Chief Compliance Officer, Elected Manager | Jan 2023 (4y) | Less than 5% | |
| Stern, Laura, Naujokas | Chief Investment Officer | Jan 2024 (3y) | Less than 5% | |
| Alyssa Kathleen Schuster | Registered representative | CFP | Feb 2022 (4y) | |
| Kelsey Anne Spresser | Registered representative | CFP | Feb 2022 (4y) | |
| Maureen Vigland Miller | Registered representative | CFP | Feb 2022 (4y) | |
| Phoebe Claire Stefani | Registered representative | CFP | Feb 2022 (4y) | |
| Suzanne Marie Wetzel | Registered representative | Feb 2022 (4y) | ||
| Tesa Brooke Williamson | Registered representative | CFP | May 2022 (4y) | |
| Jacob B Beck | Registered representative | Oct 2023 (3y) | ||
| Matthew Joseph Currier | Registered representative | CFP | Oct 2024 (2y) | |
| Katie Rushkewicz Reichart | Registered representative | CFA | May 2026 (0y) |
Undisclosed: 0% – 60% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 919 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (86% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗