TrueAdvisor
TrueAdvisor
EP
EP

Eileen Mariel Proud

Wt Wealth Management, LLC
35 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Wt Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,168 clients
Average Client Portfolio
$330K average
Assets Under Management
$385.2M

Fee Structure

Location

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

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History

Regulatory History (1)
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Customer Dispute
June 2005
Settled
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Other Business Activities

Eileen is a Member, Owner, and President of True Financial Wealth Management Firm, LLC since 2006. She spends minimal time on this activity, as it is primarily an active entity to manage.

Employment History
Current Registrations
Wt Wealth Management, LLC
December 2015 - Present · 10 yrs 2 mos
Previous Registrations
True Financial Wealth Management Firm LLC
March 2013 - November 2020 · 7 yrs 8 mos
Financial Advisers of America, LLC
January 2008 - April 2013 · 5 yrs 3 mos
Girard Securities, INC.
September 2002 - January 2008 · 5 yrs 4 mos
Sentra Securities CORP
August 2001 - September 2002 · 1 yr 1 mo
True Financial Wealth Management Firm LLC
July 1990 - December 2008 · 18 yrs 5 mos
State Registrations10 states
AZCACOFLGAIDNCNVORWA
Advisor
Exams
No exam information available for this advisor.