Rachel Conroy
Investment adviser representative at Archway Wealth Management, LLC
13 yearsExperience
3 statesRegistered in
$345.7MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Archway Wealth Management, LLCSep 2023 to now
- Wells Fargo Clearing Services, LLCMay 2015 to Sep 2023
- Wells Fargo Advisors, LLCOct 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (MO, TX, WI).
Archway Wealth Management, LLC
$345.7MAssets managed
200Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6262928
- Firm CRD
- 326816