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| Shankervalleau Wealth Advisors Inc
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|---|---|
| CRD # | 117527 |
| SEC # | 801-62920 |
| CIK # | 0001903273 |
| AUM | $645.3 M (2026-03-24) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 847-475-2900 |
| Address | 5215 Old Orchard Road Skokie, IL 60077 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Oracle Corp | 46.4 | ||
| Progressive Corp/Oh/ | 3.1 | ||
| Apple Inc | 3.1 | ||
| PepsiCo Inc | 1.1 | ||
| Northern Trust Corp | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Amazon Com Inc | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| Lilly Eli & Co | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 21.4 |
| (b) Individuals (high net worth individuals) | 130 | 613.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.7 |
| (h) Charitable organizations | 4 | 7.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 675 | 645.3 |
| By Discretionary | ||
| Discretionary | 674 | 642.6 |
| Non-Discretionary | 1 | 2.7 |
| Total | 675 | 645.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 645.3 | |
| Total | 675 | 645.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001903273] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Boston Standard Wealth Management LLC
✚
|
MA | 0.6 |
|
Legacy Wealth Partners LLC
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|
CO | 0.6 |
|
Kitching Partners LLC
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|
PA | 0.6 |
|
Cambridge Financial Group LLC
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AZ | 0.6 |
|
Triumph Capital Management
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CO | 0.6 |
|
Buckley Wealth Management LLC
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|
NV | 0.6 |
|
Heron Bay Capital Management LLC
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|
MI | 0.6 |
|
Richards Merrill & Peterson Inc
✚
|
WA | 0.6 |
|
Chapin Davis Inc
✚
|
MD | 0.6 |
|
Abacus FCF Advisors LLC
✚
|
FL | 0.6 |