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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VALLEAU, JOHN, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| VALLEAU, JOHN, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHN D. VALLEAU, JR. DECLARATION OF TRUST DTD 12-9-22 | DE | SHAREHOLDER | E | |
| JOHN D. VALLEAU, JR. DECLARATION OF TRUST DTD 12-9-22 | DE | SHAREHOLDER | E | |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE, H. | I | SHAREHOLDER | D | Control |
| SHANKER, LAWRENCE, H. | I | SHAREHOLDER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CCO | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CCO | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
| VALLEAU, JOHN, DAVID | I | SHAREHOLDER/CHIEF COMPLIANCE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| VALLEAU, JOHN, DAVID | I | JOHN D. VALLEAU, JR. DECLARATION OF TRUST DTD 12-9-22 | E | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (7)
CA FL IL LA MD NY TX
Address
5215 OLD ORCHARD ROADSUITE 850
SKOKIE, IL 60077
United States
Phone: 847-475-2900