# SHANKERVALLEAU WEALTH ADVISORS, INC.

SHANKERVALLEAU WEALTH ADVISORS, INC. of SKOKIE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 117527
- Type: SEC-registered investment adviser
- SEC file number: 801-62920
- Location: 5215 OLD ORCHARD ROAD, SUITE 850, SKOKIE, IL, 60077
- Phone: 847-475-2900
- Latest filing: 2026-03-24
- Regulatory AUM: $645.3M
- Discretionary AUM: $642.6M
- Non-discretionary AUM: $2.7M
- Clients: 8
- Accounts: 675

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| John David Valleau | PRESIDENT/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| VALLEAU JOHN DAVID | PRESIDENT/CHIEF COMPLIANCE OFFICER; SHAREHOLDER; SHAREHOLDER/CCO (+2 more) | — |
| SHANKER LAWRENCE | SHAREHOLDER | — |
| SHANKER LAWRENCE H | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117527/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117527/similar
- Related entities: https://search.stillhousedata.com/firm/117527/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117527

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.