Simeon Roth Wallis

Employer firm

Aprio Wealth Management, LLC CRD 127333

$4.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → Present
  Aprio Wealth Management, Llc
  Atlanta, GA
• 05/2013 → 01/2020
  Valor Bridges Partners
  Atlanta, GA
• 01/2020 → Present
  Aprio Advisory Group
  Atlanta, GA

Other Businesses

THE WALLIS ADVISORY GROUP; NOT INVESTMENT-RELATED; NEW YORK; FOUNDER; 2012; APPROXIMATELY 0 HRS/MO; THE ENTITY EXISTS BUT IS NOT CURRENTLY BEING USED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-02-15

Designations

• Chartered Financial Analyst