Stavis Wealth Transfer Solutions

Public-record details

Address

1330 Post Oak Blvd, Suite 2050, Houston, TX 77056

Phone

(713) 391-8200

Listed under

Financial planning, Flat / fixed fees, % of assets managed

Legal name

Stavis Wealth Transfer Solutions, LLC

CRD number

328185

Registration

SEC registered since 2023-09-29

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Other (Net-Worth Based Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$148.1 million

Accounts managed

39

Clients reported (Form ADV 5.D)

21

Individual / high-net-worth clients

0 / 21

Employees

6

Other business activities (Form ADV 6.A)

Also active as: registered representative of a broker-dealer, insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-23

SEC registered investment adviser, CRD 328185, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 328185 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.