CRD: 117527
Shankervalleau Wealth Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-1997
- Office Locations
- 1
Office Locations
About Shankervalleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors provides integrated wealth management spanning investment planning/management, income tax planning, insurance, and estate/legacy planning. The team builds a complete financial profile, sets asset-allocation goals, and reviews progress with an early 45-day check-in plus ongoing comprehensive checkups. Portfolios emphasize diversified use of ETFs and mutual funds with risk management and allocation discipline, and are commonly custodied at Schwab; they also work with entrepreneurs.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN DAVID VALLEAU JR.
Chief Compliance Officer, Investment Adviser, President, Wealth Advisor
- CRD
- #2300422
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JANICE JEAN HENNESSY
Financial Planner
- CRD
- #6418408
Adam Owen Kinsinger
Associate Wealth Advisor
- CRD
- #7833196
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $642,566,605 | $953,363 |
| Non-Discretionary | $2,688,075 | $2,688,075 |
| Total | $645,254,680 | $955,933 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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