SHANKERVALLEAU WEALTH ADVISORS, INC.
SEC file number 801-62920
· SKOKIE, IL
https://shankervalleau.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$495.7M
Discretionary AUM
$490.9M
Employees
8
Clients
—
Firm
- Address
- 5215 OLD ORCHARD ROAD
SKOKIE, IL 60077 - Phone
- —
- Website
- https://shankervalleau.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
No Form D filings matched on issuer name. (Adviser GPs often file under a separately-named LP, so a missing match is normal.)