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SHANKERVALLEAU WEALTH ADVISORS, INC.
CRD 117527 · SEC 801-62920
5215 OLD ORCHARD ROAD, SUITE 850, SKOKIE, IL, 60077, United States
Phone
847-475-2900
Fax
847-972-1303
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$645.3M
Discretionary AUM
$642.6M
Team
8 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $21.4M |
| High net worth individuals | 130 | $613.3M |
| Pension/profit sharing plans | 1 | $2.7M |
| Charitable organizations | 4 | $7.9M |
States served
CA, IL, LA, MD, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD