Rachel Stam
Investment Adviser Representative at River Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rachel Stam is an investment adviser representative with River Wealth Advisors LLC in Camp Hill, PA, where they have been registered since 2019, the year they entered the securities industry. They are registered to provide investment advice in Wyoming.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Stam & Associates CPAsOct 2011 – no end date reportedJackson, WY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About River Wealth Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, comprehensive advice and financial planning, retirement planning, trust and estate planning, legacy mapping, business planning, female focused investing, retirement plans for businesses, non-profit partnerships, business valuation consulting, loans and financing, succession planning, budgeting and cash management, home mortgage, tax planning strategies, charitable giving, education planning, long-term care, Medicare planning, and wealth transfer.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 16
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Camp Hill, PA
- SEC file number:
- 801-80629
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 9, 2026
View full firm profileOther advisors at River Wealth Advisors LLC
Showing 12 of 16 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rachel Stam has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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