# ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors is a RIA based in Skokie, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Skokie, United States
- **Region:** North America
- **Address:** Skokie, IL, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** www.shankervalleau.com
- **LinkedIn:** https://www.linkedin.com/company/shankervalleau-wealth-advisors-inc

## Regulatory record

- **CRD number:** 117527
- **SEC file number:** 801-62920
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117527

## About

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.

## People

- Richard Shanker — Principal
- Michael Valleau — Principal

## Related profiles

- [Shangyi Capital](https://altss.com/profile/shangyi-capital)
- [Shanshan Holdings](https://altss.com/profile/shanshan-holdings)

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Last updated: 2026-07-06T01:24:25.316Z

Canonical page: https://altss.com/profile/shankervalleau-wealth-advisors

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