STAVIS WEALTH TRANSFER SOLUTIONS, LLC
Legal name: STAVIS WEALTH TRANSFER SOLUTIONS
CRD #328185 SEC #801-128853 HOUSTON, TX 713-391-8200
SEC Registered
Total AUM
$120.8M
Discretionary
$11.5M
Employees
5
Clients
1
Accounts
43
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $120.8M | $11.5M | $109.3M | 5 | 0 |
| Oct 2025 | $120.8M | $11.5M | $109.3M | 5 | 0 |
| Apr 2025 | $120.8M | $11.5M | $109.3M | 5 | 0 |
| Apr 2025 | $120.8M | $11.5M | $109.3M | 5 | 0 |
| Mar 2025 | $108.4M | $9.1M | $99.4M | 4 | 0 |
| Oct 2024 | $108.4M | $9.1M | $99.4M | 4 | 0 |
| Mar 2024 | $53.8M | $0 | $53.8M | 6 | 0 |
| Mar 2024 | $53.8M | $0 | $53.8M | 6 | 0 |
| Mar 2024 | $53.8M | $0 | $53.8M | 6 | 0 |
| Feb 2024 | $53.8M | $0 | $53.8M | 6 | 0 |
| Jan 2024 | $0 | $0 | $0 | 4 | 0 |
| Dec 2023 | $0 | $0 | $0 | 4 | 0 |
| Sep 2023 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$120.8M
Discretionary$11.5M
Non-Disc.$109.3M
Employees5
Clients0
DateOct 2025
Total AUM$120.8M
Discretionary$11.5M
Non-Disc.$109.3M
Employees5
Clients0
DateApr 2025
Total AUM$120.8M
Discretionary$11.5M
Non-Disc.$109.3M
Employees5
Clients0
DateApr 2025
Total AUM$120.8M
Discretionary$11.5M
Non-Disc.$109.3M
Employees5
Clients0
DateMar 2025
Total AUM$108.4M
Discretionary$9.1M
Non-Disc.$99.4M
Employees4
Clients0
DateOct 2024
Total AUM$108.4M
Discretionary$9.1M
Non-Disc.$99.4M
Employees4
Clients0
DateMar 2024
Total AUM$53.8M
Discretionary$0
Non-Disc.$53.8M
Employees6
Clients0
DateMar 2024
Total AUM$53.8M
Discretionary$0
Non-Disc.$53.8M
Employees6
Clients0
DateMar 2024
Total AUM$53.8M
Discretionary$0
Non-Disc.$53.8M
Employees6
Clients0
DateFeb 2024
Total AUM$53.8M
Discretionary$0
Non-Disc.$53.8M
Employees6
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0