| Name | Title | Ownership | Since |
|---|---|---|---|
| John D. Valleau, Jr. Declaration of Trust Dtd 12-9-22 | Shareholder | Over 75% | 2024 |
| John David Valleau Control | President/Chief Compliance Officer | Under 5% | 1992 |
| John David Valleau Control | Trustee | Over 75% | 2024 |
Shankervalleau Wealth Advisors, Inc. reports $549.9 million in regulatory assets under management on its Form ADV.
Shankervalleau Wealth Advisors, Inc. reports 7 employees.
Shankervalleau Wealth Advisors, Inc. is based in Skokie, IL and has been SEC-registered since 2004.
Shankervalleau Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5215 Old Orchard Road, Suite 850, Skokie, IL 60077 |
| Phone | 847-475-2900 |
| Fax | 847-972-1303 |
| Office hours | 5-Sep |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1903273 |
| Discloses disciplinary history | No |
| Discretionary | $544.5M |
| Non-discretionary | $5.4M |
| Total (RAUM) | $549.9M |