John David Valleau
President/Chief Compliance OfficerShankervalleau Wealth Advisors, Inc.CRD 2300422
About John David Valleau
John David Valleau is listed as President/Chief Compliance Officer at Shankervalleau Wealth Advisors, Inc. in Skokie, IL. Form ADV reports a beneficial ownership band of Under 5%. John David Valleau is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Shankervalleau Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does John David Valleau work?
John David Valleau is listed as President/Chief Compliance Officer at Shankervalleau Wealth Advisors, Inc. on SEC Form ADV.
How much of Shankervalleau Wealth Advisors, Inc. does John David Valleau own?
Form ADV reports a beneficial ownership band of Under 5%.
Shankervalleau Wealth Advisors, Inc.
| Title | President/Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 1992 |
Shankervalleau Wealth Advisors, Inc.
| Title | Trustee |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2024 |