Shankervalleau Wealth Advisors, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 117527
- SEC number
- 801-62920
- Firm type
- RIA
- Assets under management
- $645.3M as of Mar 24, 2026
- Website
- www.shankervalleau.com ↗
- Phone
- 847-475-2900
- Address
- 5215 Old Orchard Road, Skokie, IL, 60077
Advisors at this firm
6 in our index · page 1 of 1
-
Janice Jean HennessyCRD 6418408 · Skokie, ILIA Registered
-
Adam Owen KinsingerCRD 7833196 · Skokie, ILIA Registered
-
Brian Matthew SchaefferCRD 5249766 · Skokie, ILIA Registered
-
John David ValleauCRD 2300422 · Skokie, ILIA Registered
-
Kathleen Marie ValleauCRD 7230032 · Skokie, ILIA Registered
-
Jennifer WytonCRD 7939988 · Skokie, ILIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 117527 ↗
FINRA BrokerCheck record for firm CRD 117527 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.