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SHANKERVALLEAU WEALTH ADVISORS, INC.

dba SHANKERVALLEAU WEALTH ADVISORS, INC. · CRD 117527 · Registered Investment Adviser

SHANKERVALLEAU WEALTH ADVISORS, INC. is a Registered Investment Adviser headquartered in SKOKIE, IL. The firm reports $645,254,680 in regulatory assets under management across 675 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$642,566,605
Non-discretionary$2,688,075
Total RAUM$645,254,680
Accounts675

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 117527. adviserinfo.sec.gov/firm/summary/117527.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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