# Doyenne Wealth Advisors

Doyenne Wealth Advisors is a Multi Family Office based in Chicago, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** 227 W. Monroe Street, Suite 4650, Chicago, IL
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** doyenneadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/doyenne-wealth-advisors

## Regulatory record

- **CRD number:** 315995
- **SEC file number:** 801-122292
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315995

## About

Doyenne Wealth Advisors was established in 2021 by Laura Stern. The firm delivers integrated advisory services focused on portfolio allocation, regulatory compliance, and multi-generational strategies for client families. Confirmed investment types include private equity, private credit, real estate, and hedge funds. The firm also engages in philanthropic and mission-related investing. Geographic focus centers on North America. Laura Stern has served on boards including the VNA Foundation since 2013 and the United Way of Metropolitan Chicago since 2007. The firm lists two offices under leasehold arrangements. Multiple principals hold CFA and CFP designations. Doyenne participates in events such as the 2025 Women in Private Wealth Retreat and maintains memberships in the Chicago Estate Planning Council and CFA Society of Chicago. The firm operates as a registered investment adviser with the U.S. Securities and Exchange Commission since 2021. Its structure emphasizes compliance and technology providers including eMoney Advisor and Canoe Intelligence.

## Sectors

- Private Equity
- Private Credit
- Real Estate
- Hedge Funds
- Philanthropic / Mission-Related Investing

## Offices

- Atlanta, GA, United States

## People

- Laura Stern — Founder and Chief Investment Officer
- Anne Petty — Managing Director
- Mary Claire Allvine — Principal

## Questions

### Who runs investment decisions at Doyenne Wealth Advisors?

Laura Stern serves as founder and chief investment officer. Anne Petty holds the role of managing director.

### Does Doyenne Wealth Advisors participate in fund commitments or only direct deals?

Investment types include fund of funds, hedge funds, and private equity vehicles alongside direct strategies.

### What investment stages does Doyenne Wealth Advisors typically target?

The firm maintains a seven-year investment horizon and allocates across private markets.

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Last updated: 2026-06-03T20:00:00.000Z

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