STAVIS WEALTH TRANSFER SOLUTIONS

STAVIS WEALTH TRANSFER SOLUTIONS, LLC

CRD 328185 · SEC 801-128853

Visit website

1330 POST OAK BLVD, SUITE 2050, HOUSTON, TX, 77056, United States

Phone

713-391-8200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$148.1M

Discretionary AUM

$83.2M

Team

6 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; NET-WORTH BASED FEES

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersESTATE PLANNING & ADVISORY SUPERVISION SERVICES

Client types

Type	Clients	AUM
High net worth individuals	21	$145.0M

States served

All web addresses on file

http://www.staviswealth.com
https://www.linkedin.com/company/stavis-wealth-transfer-solutions/
http://www.wealthtransfersolutions.com

Official SEC filing: View on IAPD