Stavis Wealth Transfer Solutions, LLC
● SEC registered since 2023CRD 328185SEC# 801-128853Houston, TX
Reg. AUM
$148.1M
Employees
6
Accounts
39
Location
Houston, TX
About Stavis Wealth Transfer Solutions
Stavis Wealth integrates financial and estate planning, investment management, and customized insurance under a single fiduciary roof. It aims to preserve and enhance family wealth across generations with built-in succession.
Summary based on the firm’s website.
Stavis Wealth Transfer Solutions, LLC assets under management
Stavis Wealth Transfer Solutions, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2023. It reports $148.1 million in regulatory assets under management and employs 6 people.
Stavis Wealth Transfer Solutions, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah McCully Stavis Control | Managing Principal/Ceo & Chief Compliance Officer | Under 5% | 2023 |
| St. Chan Business Enterprises, Ltd. Control | Llc Member/Owner | Over 75% | 2023 |
| Deborah McCully Stavis Control | Llc Manager | — | 2023 |
| St. Chan Management, LLC Control | General Partner | — | 2023 |
Frequently asked questions
How much does Stavis Wealth Transfer Solutions, LLC manage?
Stavis Wealth Transfer Solutions, LLC reports $148.1 million in regulatory assets under management on its Form ADV.
How many employees does Stavis Wealth Transfer Solutions, LLC have?
Stavis Wealth Transfer Solutions, LLC reports 6 employees.
Where is Stavis Wealth Transfer Solutions, LLC located?
Stavis Wealth Transfer Solutions, LLC is based in Houston, TX and has been SEC-registered since 2023.
Does Stavis Wealth Transfer Solutions, LLC disclose fund performance?
Stavis Wealth Transfer Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1330 Post Oak Blvd, Suite 2050, Houston, TX 77056 |
| Phone | 713-391-8200 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$148.1M▲ 37%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,369 advisers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$148.1Mregulatory AUM
Discretionary $83.2MNon-discretionary $64.9M