AB
CFP
AB
CFP

Audry J Batiste

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,051 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$5.6B

Fee Structure

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Location

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Audry is the Founder and Owner of Precise Wealth Management, offering investment advisory services, and a Deputy Program Manager at Amentum Services, Inc. Audry also operates Precise Financial Planning, LLC as a sole proprietor, providing project management consulting and tax preparation services, dedicating minimal time to this activity.

Employment History
Current Registrations
Mariner Independent
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Redrock Wealth Management, LLC
February 2018 - October 2022 · 4 yrs 8 mos
Precise Wealth Management
February 2010 - December 2017 · 7 yrs 10 mos
State Registrations1 state
NV
Advisor
Exams
No exam information available for this advisor.