Data / Investment advisers / Illinois / Shankervalleau Wealth Advisors, Inc.
Shankervalleau Wealth Advisors, Inc., Skokie, IL: $645 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Shankervalleau Wealth Advisors, Inc. is an SEC registered investment adviser with its main office in Skokie, Illinois and reports $645 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Shankervalleau Wealth Advisors, Inc. (CRD number 117527): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 117527
- SEC file number
- 801-62920
- SEC status
- Approved, effective March 26, 2004
- Main office
- 5215 Old Orchard Road Suite 850, Skokie, IL 60077
- Phone
- (847) 475-2900
- Website
- shankervalleau.com
- Regulatory AUM
- $645,254,680 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $642,566,605
- Non discretionary AUM
- $2,688,075
- Accounts
- 675
- Employees
- 8, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 130 | $613.3 million |
| Individuals (other than high net worth individuals) | 73 | $21.4 million |
| Charitable organizations | 4 | $7.9 million |
| Pension and profit sharing plans | 1 | $2.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $645.3 million | March 24, 2026 |
| December 1, 2025 | $549.9 million | March 21, 2025 |
Other advisers in Illinois
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oak Ridge Investments, LLC | Chicago | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Rothschild Wealth LLC | Oakbrook | $1.70 billion | 2 | adviserinfo.sec.gov |
| Clearwater Capital Partners | Hoffman Estates | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Advyzon Investment Management, LLC | Lisle | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Muller & Monroe Asset Management,Llc | Chicago | $1.67 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Illinois
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Shankervalleau Wealth Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.