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ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors is an SEC-registered investment adviser in Skokie, IL, registered since 2004. The firm manages $645 million in assets, with $643...
ShankerValleau Wealth Advisors
ShankerValleau Wealth Advisors is an SEC-registered investment adviser in Skokie, IL, registered since 2004. The firm manages $645 million in assets, with $643 million on a discretionary basis. It has 8 employees and 6 investment advisers.
General information
Firm type
RIA
Year founded
2004
Location
Region
North America
Country
United States
City
Skokie
Corporate office
Skokie, IL, United States
Principals
Richard Shanker
Principal
Michael Valleau
Principal
Frequently asked questions
What is ShankerValleau Wealth Advisors?
ShankerValleau Wealth Advisors is a ria headquartered in Skokie, United States.
When was ShankerValleau Wealth Advisors founded?
ShankerValleau Wealth Advisors was founded in 2004.
Where is ShankerValleau Wealth Advisors headquartered?
ShankerValleau Wealth Advisors is headquartered in Skokie, United States, in the North America region.
What does Altss track for ShankerValleau Wealth Advisors?
Altss maintains an OSINT-verified profile of ShankerValleau Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is ShankerValleau Wealth Advisors's website?
ShankerValleau Wealth Advisors's public website is www.shankervalleau.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is ShankerValleau Wealth Advisors?
ShankerValleau Wealth Advisors is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on ShankerValleau Wealth Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was ShankerValleau Wealth Advisors's Altss profile last updated?
ShankerValleau Wealth Advisors's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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