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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Shankervalleau Wealth Advisors Inc
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|---|---|
| CRD # | 117527 |
| SEC # | 801-62920 |
| CIK # | 0001903273 |
| AUM | $549.9 M (2025-03-21) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 847-475-2900 |
| Address | 5215 Old Orchard Road Skokie, IL 60077 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Oracle Corp | 71.7 | ||
| Progressive Corp/Oh/ | 4.0 | ||
| Apple Inc | 2.2 | ||
| PepsiCo Inc | 1.1 | ||
| Microsoft Corp | 0.9 | ||
| Northern Trust Corp | 0.6 | ||
| Amazon Com Inc | 0.6 | ||
| Facebook Inc | 0.5 | ||
| Exxon Mobil Corp | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 29.9 |
| (b) Individuals (high net worth individuals) | 122 | 513.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 5.4 |
| (h) Charitable organizations | 3 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 649 | 549.9 |
| By Discretionary | ||
| Discretionary | 646 | 544.5 |
| Non-Discretionary | 3 | 5.4 |
| Total | 649 | 549.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 549.9 | |
| Total | 649 | 549.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001903273] |
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|---|---|---|
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TX | 0.6 |
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Portfolio Medics LLC
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FL | 0.6 |
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Phoenix Wealth Advisors Inc
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NC | 0.6 |
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Financial Strategies Group Inc
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MI | 0.6 |
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Boston Standard Wealth Management LLC
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MA | 0.5 |
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Timber Creek Capital Management LLC
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ZEGA Investments
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FL | 0.5 |
|
Clear Creek Wealth Management LLC
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|
CO | 0.5 |
|
Financial Alternatives Inc
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|
CA | 0.5 |
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TRG Advisors Inc
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FL | 0.5 |