Eileen M. Proud

WT WEALTH MANAGEMENT

Tampa, FL

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CRD#: 1019703

Professional summary

Eileen Mariel Proud, who also goes by Eileen Peterson, Eileen Proud, Eileen Petersen Walker, Eileen Walker, is a registered financial advisor currently at WT WEALTH MANAGEMENT, LLC located in Tampa, Florida.

Eileen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Eileen has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eileen Peterson | Eileen Proud | Eileen Petersen Walker | Eileen Walker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

True Financial Wealth Management Firm, LLC, Investment Related, Tampa, Florida, 03/2006, Member, Owner and President, 2 hours per month devoted, 0 hours per month devoted during securities trading, no activities under entity conducted just an active entity to manage.

CRS (Client Relationship Summary) - RIA

Click below to view Eileen Mariel Proud's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 21, 2015 - Present

WT WEALTH MANAGEMENT, LLC

RIA

CRD#: 169566

Tampa, FL

Past

March 19, 2013 - November 12, 2020

TRUE FINANCIAL WEALTH MANAGEMENT FIRM LLC

RIA

CRD#: 114896

SEDONA, AZ

Past

January 2, 2008 - April 30, 2013

FINANCIAL ADVISERS OF AMERICA, LLC

RIA

CRD#: 142170

SEDONA, AZ

Past

January 2, 2008 - April 30, 2013

FINANCIAL ADVISERS OF AMERICA, LLC

CRD#: 142170

SEDONA, AZ

Past

September 17, 2002 - January 30, 2008

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

TUCSON, AZ

Past

September 17, 2002 - January 30, 2008

GIRARD SECURITIES, INC.

CRD#: 18697

TUCSON, AZ

Past

August 28, 2001 - September 26, 2002

SENTRA SECURITIES CORPORATION

RIA

CRD#: 10249

TUCSON, AZ

Past

July 13, 1990 - December 31, 2008

TRUE FINANCIAL WEALTH MANAGEMENT FIRM LLC

RIA

CRD#: 114896

TUCSON, AZ

Past

July 30, 1985 - September 26, 2002

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

January 28, 1982 - August 7, 1985

LPL FINANCIAL LLC

CRD#: 6413

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WT WEALTH MANAGEMENT, LLC

CRD#: 169566 / SEC#: 801-112701

RIA

Registered Investment Advisory firm - (3/30/2018 Approved)

Arizona

Registered Investment Advisory firm - (12/13/2018 Terminated)

California

Registered Investment Advisory firm - (12/27/2018 Terminated)

Nevada

Registered Investment Advisory firm - (1/11/2019 Terminated)

New York

Registered Investment Advisory firm - (12/13/2018 Terminated)

Washington

Registered Investment Advisory firm - (12/20/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(2/19/2016)

IAR

California
(7/21/2016)

IAR

Colorado
(9/24/2025)

IAR

Florida
(7/14/2025)

IAR

Georgia
(12/22/2022)

IAR

Idaho
(12/1/2021)

IAR

Nevada
(11/22/2016)

IAR

Oregon
(11/22/2023)

IAR

Washington
(7/13/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/4/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/12/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/19/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/30/1982

General Securities Principal Examination

Current Firm

WT WEALTH MANAGEMENT, LLC

CRD#: 169566 / SEC#: 801-112701

RIA

Registered Investment Advisory firm - (3/30/2018 Approved)

Arizona

Registered Investment Advisory firm - (12/13/2018 Terminated)

California

Registered Investment Advisory firm - (12/27/2018 Terminated)

Nevada

Registered Investment Advisory firm - (1/11/2019 Terminated)

New York

Registered Investment Advisory firm - (12/13/2018 Terminated)

Washington

Registered Investment Advisory firm - (12/20/2018 Terminated)

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Contact information

Main Address

20865 North 90th Place Suite 105, Scottsdale, AZ 85255

Mailing Address

Phone number

(800) 825-0616

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ANNUAL AMENDMENT BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts	2,594
AUM (Assets Under Management)	$ 385,243,993

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.