Madeleine
Batson

Aprio Wealth Management, LLC

CRD#6838765
Investment Advisor
in Atlanta, GA

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About this Advisor

Madeleine Batson is a financial advisor based in Atlanta, Georgia, working with Aprio Wealth Management, LLC. Madeleine has previously held positions at Madeleine Batson, LLC, Team Osan Spouses Club, Vencer Youth Services, H&H Tax And Business Advisors, LLC, H&H Retirement Design And Management, Inc, Ruben Brown, LLP, Aprio LLP, Aprio Wealth Management, LLC, and Sierra Pacific Consulting, LLC. Madeleine has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Madeleine is part of Aprio Wealth Management, LLC, which operates out of Atlanta, Georgia. The firm has 11 offices and 30 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Aprio Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2002 Summit Boulevard Suite 120
Atlanta, GA 30319

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Aprio Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,835,159,664

GA Average: $3,570,121,308
Total Number of Employees

30

GA Average: 58
Total Number of Accounts

2,121

GA Average: 1,608
Average Account Size

$865,233

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Madeleine Batson Work History

2020 - Present (4 years)

Aprio Wealth Management, LLC

2019 - Present (5 years)

Aprio Llp

2019 - 2019 (< 1 year)

Ruben Brown, Llp

2018 - 2019 (1 year)

Sierra Pacific Consulting, LLC

2017 - 2017 (< 1 year)

Unemployed/Stay At Home Mom

2017 - 2018 (1 year)

H&H Tax And Business Advisors, LLC

2017 - 2018 (1 year)

H&H Retirement Design And Management, Inc

2016 - 2016 (< 1 year)

Unemployed/Stay At Home Mom

2016 - 2017 (1 year)

Vencer Youth Services

2015 - 2016 (1 year)

Team Osan Spouses Club

2014 - 2015 (1 year)

Maternity Leave

2013 - 2014 (1 year)

Madeleine Batson, LLC

Disclosures

Please visit the SEC profile of Madeleine Batson 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

Mary Beford
Atlanta, GA
Matthew Miller
Atlanta, GA
William Whittaker Jr.
Atlanta, GA
William Archibald
Atlanta, GA
Michael Saulnier
Atlanta, GA
Adam Niestradt
Cincinnati, OH
Simeon Wallis
Atlanta, GA
Phillipe Toupin
Matthews, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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