STAVIS WEALTH TRANSFER SOLUTIONS, LLC
Doing business as STAVIS WEALTH TRANSFER SOLUTIONS. SEC Form ADV profile.
Total regulatory AUM
$148,120,106
Discretionary
$83,227,172
Non-discretionary
$64,892,934
Firm details
- CRD number
- 328185
- SEC file number
- 801-128853
- Main office
- HOUSTON, TX, United States
- Employees
- 6
- SEC status
- Approved
- Website
- http://www.staviswealth.com
- Fee structure
-
Percentage of AUM Fixed fees Other
As of November 2026.