# DOYENNE WEALTH ADVISORS LLC

DOYENNE WEALTH ADVISORS LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 315995
- Type: SEC-registered investment adviser
- SEC file number: 801-122292
- Location: 227 W MONROE STREET, SUITE 4650, CHICAGO, IL, 60606
- Phone: 312-374-0844
- Latest filing: 2026-05-08
- Regulatory AUM: $2.0B
- Non-discretionary AUM: $2.0B
- Clients: 18
- Accounts: 740

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Laura Naujokas Stern | CHIEF INVESTMENT OFFICER; OWNER | — |
| Mary Claire Allvine | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | — |
| Katherine Tara Donaldson | ELECTED MANAGER | — |
| Kristin Lee Balon | ELECTED MANAGER | — |
| Anne Roesner Petty | ELECTED MANAGER | — |
| Kathleen Sinko Warner | CHIEF COMPLIANCE OFFICER, ELECTED MANAGER | — |
| WARNER KATHLEEN SINKO | CCO; CHIEF COMPLIANCE OFFICER, ELECTED MANAGER | — |
| STERN LAURA NAUJOKAS | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER; ELECTED MANAGER | — |
| ALLVINE MARY CLAIRE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | — |
| DEATON REBECCA ELLEN | CHIEF OPERATING OFFICER | — |
| DONALDSON KATHERINE TARA | CHIEF FINANCIAL OFFICER; ELECTED MANAGER | — |
| BALON KRISTIN LEE | CHIEF SECURITY OFFICER; ELECTED MANAGER; LEAD ADVISOR | — |
| Petty ANNE Roesner | CHIEF OPERATING OFFICER; ELECTED MANAGER; LEAD ADVISOR | — |
| Katie Rushkewicz Reichart | CHIEF INVESTMENT STRATEGIST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/315995/brochure
- Similar advisers: https://search.stillhousedata.com/firm/315995/similar
- Related entities: https://search.stillhousedata.com/firm/315995/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/315995

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.