SHANKERVALLEAU WEALTH ADVISORS, INC.

Overview

Shankervalleau Wealth Advisors, Inc. is an independent registered investment adviser that provides fee-based financial planning and portfolio management to individuals, families and institutional clients. The firm operates under a percentage-of-AUM fee model and focuses its discretionary management on equity-oriented portfolios, with a clear preference for exchange-traded products as the core building blocks. Advisory services explicitly include financial planning and portfolio management for individuals, small businesses and businesses or institutions. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Investment activity is concentrated in liquid public markets, where exchange-traded equities and ETFs form the backbone of client portfolios. At the same time, Shankervalleau Wealth Advisors, Inc. uses supplemental instruments—mutual funds, annuities and corporate debt—to address income and liability-driven needs. Third-party real estate funds provide the firm’s primary alternative exposure, implemented through external managers rather than in-house private fund structures.

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Public Holdings

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Location & Offices