LP Profile

ShankerValleau Wealth Advisors

Also known as shankervalleau wealth

Wealth ManagerSkokie, United StatesFounded 1993
$645M
Assets Under Management
Skokie
Headquarters
Investment Focus

About ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors is a wealth manager based in Skokie, US. Founded in 1993.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to ShankerValleau Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$645.3M
Total Clients
675
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is ShankerValleau Wealth Advisors?

ShankerValleau Wealth Advisors is a wealth manager based in Skokie, United States, managing approximately $645M in assets.

Where is ShankerValleau Wealth Advisors headquartered?

ShankerValleau Wealth Advisors is headquartered in Skokie, United States.

How much does ShankerValleau Wealth Advisors manage?

ShankerValleau Wealth Advisors manages approximately $645M in assets under management.

When was ShankerValleau Wealth Advisors founded?

ShankerValleau Wealth Advisors was founded in 1993.

How can I contact ShankerValleau Wealth Advisors?

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