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SHANKERVALLEAU WEALTH ADVISORS, INC.

SKOKIE, IL · CRD 117527 · IAPD ↗ · shankervalleau.com · 847-475-2900

$645.3MRegulatory AUM
6Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2025 — SHANKERVALLEAU WEALTH ADVISORS, INC. now reports custody of client assets ($236.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — SHANKERVALLEAU WEALTH ADVISORS, INC. crossed $500M in regulatory AUM ($495.7M -> $549.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.