# Shankervalleau Wealth Advisors, Inc.

> Shankervalleau Wealth Advisors, Inc. is an SEC-registered investment advisory firm in Skokie, IL, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 117527
- Filed as: SHANKERVALLEAU WEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Skokie, IL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117527
- AdvisorCensus page: https://advisorcensus.com/firm/shankervalleau-wealth-advisors-inc-skokie-il-117527

## Quick answers

**How is Shankervalleau Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Shankervalleau Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Shankervalleau Wealth Advisors, Inc. located?**
Shankervalleau Wealth Advisors, Inc.'s principal office is in Skokie, IL, according to its Form ADV.

**Is Shankervalleau Wealth Advisors, Inc. registered with the SEC or a state?**
Shankervalleau Wealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 117527.

**How much does Shankervalleau Wealth Advisors, Inc. manage?**
Shankervalleau Wealth Advisors, Inc. reports $645,254,680 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Shankervalleau Wealth Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Shankervalleau Wealth Advisors, Inc.: Regulatory assets under management: $372,676,052 in the October 2021 data and $645,254,680 in the October 2026 data, up 73%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shankervalleau Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (130); individuals (other than high net worth individuals) (73); charitable organizations (4).

**Which custodians does Shankervalleau Wealth Advisors, Inc. use?**
Shankervalleau Wealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Shankervalleau Wealth Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117527

**What changed in Shankervalleau Wealth Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $549,903,956 to $645,254,680 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $645,254,680
- Discretionary: $642,566,605
- Non-discretionary: $2,688,075

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $21,359,141 |
| High net worth individuals | 130 | $613,334,417 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,688,075 |
| Charitable organizations | 4 | $7,873,047 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2004 (22 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, IL, LA, MD, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [shankervalleau.com](https://shankervalleau.com)
- LinkedIn @shankervalleau-wealth-advisors-inc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $372,676,052 | 7 | February 11, 2021 |
| October 2022 | $447,923,112 | 7 | February 22, 2022 |
| October 2023 | $410,501,856 | 6 | September 28, 2023 |
| October 2024 | $495,663,683 | 8 | July 3, 2024 |
| October 2025 | $549,903,956 | 7 | March 21, 2025 |
| October 2026 | $645,254,680 | 8 | March 24, 2026 |

Regulatory assets under management: $372,676,052 in the October 2021 data and $645,254,680 in the October 2026 data, up 73%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $549,903,956 to $645,254,680 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shankervalleau Wealth Advisors, Inc. (CRD 117527): Form ADV filing data as of October 2026.