Shankervalleau Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Skokie, IL. Its latest Form ADV filing, dated March 24, 2026, reports $645M in regulatory assets under management, 8 employees, and 675 accounts.
Assets Under Management
$645M
Employees
8
Offices
--
Total Clients
208
Primary office
SKOKIE, IL
5215 OLD ORCHARD ROAD, SUITE 850, SKOKIE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.5% of total clients.
Top client categories% of clientsClients
1
HNWI
62.5%
130
2
Individuals
35.1%
73
3
Charitable
1.9%
4
4
Pension Plans
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$645Mas of March 24, 2026
Discretionary99.6%
$643M
100% of total RAUM99.6%
Non-discretionary0.4%
$3M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$645M
Total Accounts675
10Y AUM Change+$384M (+147.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee26:1
10Y Employee Change+2 (+33.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.