Simeon
Wallis
Aprio Wealth Management, LLC
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About this Advisor
Simeon Wallis is a chartered financial analyst who works out of Atlanta, Georgia with 1 year of relevant experience. Wallis is an advisor for Aprio Wealth Management, LLC. Throughout their career, Wallis has worked at Aprio, Llp, Aprio Wealth Management, LLC, Valor Bridges Partners and Wallis Advisory Group. Wallis maintains a Series 63 license, designating them as a securities representative, and is registered to serve investors in Georgia. Aprio Wealth Management, LLC is a company operating out of Atlanta, GA. It has offices in 12 locations and a total of 22 advisors. It has $1 billion in assets between its 1,457 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 1,457 client accounts, 20% belong to high-net-worth individuals who have greater than $1 million in investable assets. Aprio Wealth Management, LLC offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial management typically depend on which services the firm provides the client. Fees billed by Aprio Wealth Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aprio Wealth Management, LLC Brokerage Details
$1,317,815,906
22
1,457
$904,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Simeon Wallis Work History
Simeon has been registered as a financial advisor for 1 years.*
Aprio, Llp
Aprio Wealth Management, LLC
Valor Bridges Partners
Wallis Advisory Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Simeon Wallis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aprio Wealth Management, LLC
Atlanta, GA
Cincinnati, OH
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Walnut Creek, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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