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SHANKERVALLEAU WEALTH ADVISORS, INC.
CRD 117527File 801-62920
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$645.3M
Above cohort median (national)
Discretionary AUM
$642.6M
Non-discretionary $2.7M
Clients
208
675 accounts
Employees
8
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 26, 2004
- Principal office
- 5215 OLD ORCHARD ROAD, SUITE 850, SKOKIE, IL, 60077
- Phone
- 847-475-2900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $645.3M
- Discretionary AUM
- $642.6M
- Non-discretionary AUM
- $2.7M
- Discretionary accounts
- 674
- Non-discretionary accounts
- 1
- Total accounts
- 675
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.9M |
| High net worth individuals | 130 | $613.3M |
| Pension and profit sharing plans | Fewer than 5 | $2.7M |
| Individuals (other than high net worth individuals) | 73 | $21.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.