SHANKERVALLEAU WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$645,254,680
Discretionary
$642,566,605
Non-discretionary
$2,688,075
Firm details
- CRD number
- 117527
- SEC file number
- 801-62920
- Main office
- SKOKIE, IL, United States
- Employees
- 8
- SEC status
- Approved
- Website
- HTTPS://WWW.SHANKERVALLEAU.COM
- Fee structure
-
Percentage of AUM
As of October 2026.