Madeleine
Batson

Aprio Wealth Management, LLC

CRD#6838765
Investment Advisor
in Atlanta, GA

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About this Advisor

Madeleine Batson is a certified financial planner operating out of Atlanta, Georgia with 3 years of relevant experience. Batson is an advisor for Aprio Wealth Management, LLC. During their career, the advisor has held roles at Madeleine Batson, LLC, Maternity Leave, Team Osan Spouses Club, Unemployed/Stay At Home Mom, 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. Batson holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Arizona and California. Aprio Wealth Management, LLC is a company operating out of Atlanta, GA. The company has offices in 12 locations and a total of 22 financial advisors. It handles $1 billion in assets among its 1,457 accounts, placing it among the biggest firms in the country by assets under management. The firm serves five charitable organizations. Of its 1,457 customer accounts, 20% are held by high-net-worth investors who have at least $1 million in assets available to invest. Aprio Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. A financial advisor's fees typically depend on the type of services. Fee types billed by Aprio Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

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

$1,317,815,906

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

22

GA Average: 58
Total Number of Accounts

1,457

GA Average: 1,608
Average Account Size

$904,472

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

Madeleine has been registered as a financial advisor for 3 years.*

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

*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 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

Adam Niestradt
Cincinnati, OH
Madeleine Batson
Atlanta, GA
Warren Nash
Atlanta, GA
Marc Leven
Atlanta, GA
Marci Kerr
Walnut Creek, CA
Scott Barnas
Atlanta, GA
Simeon Wallis
Atlanta, GA
Michael Saulnier
Atlanta, GA

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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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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