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Simeon Roth Wallis

Aprio Wealth Management, LLC

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About Simeon Roth Wallis

Simeon Roth Wallis is a financial advisor with Aprio Wealth Management, LLC. Simeon is a Chartered Financial Analyst and holds the Series 7, 86, 87, and 63 licenses. Simeon's previous experience includes time at Gabelli & Company, Inc. in Rye, New York. Simeon specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

Firm Information

Simeon Wallis is currently registered with Aprio Wealth Management, LLC. Aprio Wealth Management, LLC is an investment advisory firm headquartered in Atlanta, Georgia. They manage over $1 billion in assets for clients such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars.
Aprio Wealth Management, LLC

2002 SUMMIT BOULEVARD

ATLANTA, GA 30319

$1.84B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Simeon Wallis’s Registration & Firm History

GA

05/31/2022 - Present

Aprio Wealth Management, LLC (ATLANTA GA)

NY

11/30/2004 - 02/06/2006

GABELLI & COMPANY, INC. (RYE NY)

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Licenses & Designations

BC

Issued 02/15/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 01/06/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Simeon Roth Wallis.
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