Shankervalleau Wealth Advisors, Inc.
Shankervalleau Wealth Advisors, Inc. is an SEC-registered wealth manager in Skokie, IL with $645.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Shankervalleau Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117527, SEC 801-62920, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $645.3M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Skokie, IL
- Employees
- 8
- Clients
- 208
- CRD
- 117527
- Ownership
- VALLEAU, JOHN, DAVID; SHANKER, LAWRENCE; SHANKER, LAWRENCE, H.; JOHN D. VALLEAU, JR. DECLARATION OF TRUST DTD 12-9-22
How much AUM does Shankervalleau Wealth Advisors, Inc. have?
Shankervalleau Wealth Advisors, Inc. reported $645.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Shankervalleau Wealth Advisors, Inc.?
Disclosed owners and executives of Shankervalleau Wealth Advisors, Inc. include VALLEAU, JOHN, DAVID, SHANKER, LAWRENCE, SHANKER, LAWRENCE, H., JOHN D. VALLEAU, JR. DECLARATION OF TRUST DTD 12-9-22. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.