SHANKERVALLEAU WEALTH ADVISORS, INC.
CRD #117527 SEC #801-62920 SKOKIE, IL 847-475-2900
SEC Registered
Total AUM
$549.9M
Discretionary
$544.5M
Employees
7
Clients
101
Accounts
649
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $549.9M | $544.5M | $5.4M | 7 | 0 |
| Jul 2024 | $495.7M | $490.9M | $4.7M | 8 | 0 |
| Apr 2024 | $447.9M | $443.6M | $4.3M | 8 | 0 |
| Mar 2024 | $447.9M | $443.6M | $4.3M | 8 | 0 |
| Sep 2023 | $410.5M | $403.3M | $7.3M | 6 | 0 |
| Mar 2023 | $386M | $379.4M | $6.6M | 6 | 0 |
| Feb 2022 | $447.9M | $439.8M | $8.1M | 7 | 0 |
| Feb 2021 | $372.7M | $366.2M | $6.5M | 7 | 0 |
| Jul 2020 | $337M | $331.4M | $5.6M | 7 | 0 |
| Jun 2020 | $337M | $331.4M | $5.6M | 7 | 0 |
| Feb 2020 | $337M | $331.4M | $5.6M | 7 | 0 |
| Mar 2019 | $296.1M | $285.1M | $10.9M | 7 | 0 |
| Mar 2018 | $319.5M | $307.9M | $11.7M | 7 | 0 |
| Jun 2017 | $261.3M | $252M | $9.3M | 6 | 200 |
| May 2017 | $261.3M | $252M | $9.3M | 6 | 200 |
| Mar 2017 | $261.3M | $252M | $9.3M | 6 | 200 |
| May 2016 | $225.4M | $218M | $7.4M | 6 | 200 |
| Feb 2016 | $225.4M | $218M | $7.4M | 6 | 200 |
| Feb 2015 | $229.1M | $224.1M | $5M | 5 | 200 |
| May 2014 | $175.5M | $171.9M | $3.6M | 5 | 150 |
| Mar 2014 | $175.5M | $171.9M | $3.6M | 5 | 150 |
| Feb 2013 | $129.5M | $129.5M | $0 | 5 | 140 |
| Mar 2012 | $105.2M | $105.2M | $0 | 1 | 130 |
| Mar 2010 | $85.5M | $84.3M | $1.3M | 5 | -- |
| Oct 2009 | $64.3M | $63.5M | $850.9K | 5 | -- |
| Mar 2009 | $64.3M | $63.5M | $850.9K | 5 | -- |
| Mar 2007 | $79.7M | $78.8M | $887.8K | 5 | -- |
| Mar 2007 | $79.7M | $78.8M | $887.8K | 5 | -- |
| Mar 2006 | $61.1M | $60.4M | $627.3K | 5 | -- |
| Sep 2005 | $48.7M | $48.2M | $451.3K | 5 | -- |
DateMar 2025
Total AUM$549.9M
Discretionary$544.5M
Non-Disc.$5.4M
Employees7
Clients0
DateJul 2024
Total AUM$495.7M
Discretionary$490.9M
Non-Disc.$4.7M
Employees8
Clients0
DateApr 2024
Total AUM$447.9M
Discretionary$443.6M
Non-Disc.$4.3M
Employees8
Clients0
DateMar 2024
Total AUM$447.9M
Discretionary$443.6M
Non-Disc.$4.3M
Employees8
Clients0
DateSep 2023
Total AUM$410.5M
Discretionary$403.3M
Non-Disc.$7.3M
Employees6
Clients0
DateMar 2023
Total AUM$386M
Discretionary$379.4M
Non-Disc.$6.6M
Employees6
Clients0
DateFeb 2022
Total AUM$447.9M
Discretionary$439.8M
Non-Disc.$8.1M
Employees7
Clients0
DateFeb 2021
Total AUM$372.7M
Discretionary$366.2M
Non-Disc.$6.5M
Employees7
Clients0
DateJul 2020
Total AUM$337M
Discretionary$331.4M
Non-Disc.$5.6M
Employees7
Clients0
DateJun 2020
Total AUM$337M
Discretionary$331.4M
Non-Disc.$5.6M
Employees7
Clients0
DateFeb 2020
Total AUM$337M
Discretionary$331.4M
Non-Disc.$5.6M
Employees7
Clients0
DateMar 2019
Total AUM$296.1M
Discretionary$285.1M
Non-Disc.$10.9M
Employees7
Clients0
DateMar 2018
Total AUM$319.5M
Discretionary$307.9M
Non-Disc.$11.7M
Employees7
Clients0
DateJun 2017
Total AUM$261.3M
Discretionary$252M
Non-Disc.$9.3M
Employees6
Clients200
DateMay 2017
Total AUM$261.3M
Discretionary$252M
Non-Disc.$9.3M
Employees6
Clients200
DateMar 2017
Total AUM$261.3M
Discretionary$252M
Non-Disc.$9.3M
Employees6
Clients200
DateMay 2016
Total AUM$225.4M
Discretionary$218M
Non-Disc.$7.4M
Employees6
Clients200
DateFeb 2016
Total AUM$225.4M
Discretionary$218M
Non-Disc.$7.4M
Employees6
Clients200
DateFeb 2015
Total AUM$229.1M
Discretionary$224.1M
Non-Disc.$5M
Employees5
Clients200
DateMay 2014
Total AUM$175.5M
Discretionary$171.9M
Non-Disc.$3.6M
Employees5
Clients150
DateMar 2014
Total AUM$175.5M
Discretionary$171.9M
Non-Disc.$3.6M
Employees5
Clients150
DateFeb 2013
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees5
Clients140
DateMar 2012
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees1
Clients130
DateMar 2010
Total AUM$85.5M
Discretionary$84.3M
Non-Disc.$1.3M
Employees5
Clients--
DateOct 2009
Total AUM$64.3M
Discretionary$63.5M
Non-Disc.$850.9K
Employees5
Clients--
DateMar 2009
Total AUM$64.3M
Discretionary$63.5M
Non-Disc.$850.9K
Employees5
Clients--
DateMar 2007
Total AUM$79.7M
Discretionary$78.8M
Non-Disc.$887.8K
Employees5
Clients--
DateMar 2007
Total AUM$79.7M
Discretionary$78.8M
Non-Disc.$887.8K
Employees5
Clients--
DateMar 2006
Total AUM$61.1M
Discretionary$60.4M
Non-Disc.$627.3K
Employees5
Clients--
DateSep 2005
Total AUM$48.7M
Discretionary$48.2M
Non-Disc.$451.3K
Employees5
Clients--