Shankervalleau Wealth Advisors, Inc.

Overview

Shankervalleau Wealth Advisors, Inc. is an independent, SEC-registered advisory corporation that has been operating since 2004. The firm is organized as a domestic entity with individual ownership and manages client relationships on a fee basis, charging a percentage of assets under management. Its client base includes both individuals and families as well as institutional or business clients. Core services are financial planning and discretionary portfolio management for individuals, small businesses, and institutions. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not billed as a capital allocator. The firm lists a professional affiliation with accounting professionals, which suggests coordination with tax and accounting specialists as part of its client service model.

Assets & Accounts

Public Holdings

Investments & Alternatives