WALLIS ADVISORS, LLC
SEC file number 801-79592
· ALBANY, NY
https://wallispr.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
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Discretionary AUM
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Employees
1
Clients
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Firm
- Address
- 18 CORPORATE WOODS BOULEVARD
ALBANY, NY 12211 - Phone
- —
- Website
- https://wallispr.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
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Cornwallis Durham, L.L.C. · D · Oct 16, 2026$780K
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CPI E Cornwallis Durham Partners LLC · D · Jun 23, 2025$13M