STAVIS WEALTH TRANSFER SOLUTIONS

1330 Post Oak Blvd
Suite 2050
Houston, Texas 77056
Tel: 713-391-8200

About STAVIS WEALTH TRANSFER SOLUTIONS

STAVIS WEALTH TRANSFER SOLUTIONS, formally registered with the SEC as STAVIS WEALTH TRANSFER SOLUTIONS. The firm was established in 09/29/2023. They have over 1 offices throughout the country.

STAVIS WEALTH TRANSFER SOLUTIONS is a Houston, Texas based Financial Planning firm with nearly $108,433,225 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328185
SEC#	801-128853
Assets Managed by Firm	$108,433,225
No. of Clients	21
No. of Advisors	4

Fee Structure

Fixed fees
Other (NET-WORTH BASED FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ESTATE PLANNING & ADVISORY SUPERVISION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	21	$108,433,225
High net worth individuals	15	$99,353,892

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