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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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