Shankervalleau Wealth Advisors, Inc.
● SEC registered since 2004CRD 117527SEC# 801-62920Skokie, IL
Reg. AUM
$645.3M
Employees
8
Accounts
675
Location
Skokie, IL
Shankervalleau Wealth Advisors, Inc. assets under management
Shankervalleau Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Skokie, IL. The firm has been registered since 2004. It reports $645.3 million in regulatory assets under management and employs 8 people.
Shankervalleau Wealth Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John D. Valleau, Jr. Declaration of Trust Dtd 12-9-22 | Shareholder | Over 75% | 2024 |
| John David Valleau Control | President/Chief Compliance Officer | Under 5% | 1992 |
| John David Valleau Control | Trustee | Over 75% | 2024 |
Frequently asked questions
How much does Shankervalleau Wealth Advisors, Inc. manage?
Shankervalleau Wealth Advisors, Inc. reports $645.3 million in regulatory assets under management on its Form ADV.
How many employees does Shankervalleau Wealth Advisors, Inc. have?
Shankervalleau Wealth Advisors, Inc. reports 8 employees.
Where is Shankervalleau Wealth Advisors, Inc. located?
Shankervalleau Wealth Advisors, Inc. is based in Skokie, IL and has been SEC-registered since 2004.
Does Shankervalleau Wealth Advisors, Inc. disclose fund performance?
Shankervalleau Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5215 Old Orchard Road, Suite 850, Skokie, IL 60077 |
| Phone | 847-475-2900 |
| Fax | 847-972-1303 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1903273 |
| Discloses disciplinary history | No |
Regulatory AUM
$645.3M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$645.3Mregulatory AUM
Discretionary $642.6MNon-discretionary $2.7M