SEC Form ADV · CIK 1903273

SHANKERVALLEAU WEALTH ADVISORS, INC.

Firm profile: ShankerValleau Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$645.3M

Assets Under Management

675

Total Clients

Employees

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Registration Details

CIK: 1903273
Accession: CRD-117527
Location: SKOKIE, IL
Filing Date: March 24, 2026
AUM: $645.3M
Total Clients: 675
Institutional Clients: 5
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

SHANKERVALLEAU WEALTH ADVISORS, INC. is a registered investment adviser headquartered in SKOKIE, IL, managing approximately $645.3M in assets across 675 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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