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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | NA | Control |
| TOLUNAY, KAYLA, ALEXANDRA | I | SENIOR PRINCIPAL & CHIEF FINANCIAL PLANNING OFFICER | NA | Control |
| TOLUNAY, KAYLA, ALEXANDRA | I | SENIOR PRINCIPAL & CHIEF FINANCIAL PLANNING OFFICER | NA | Control |
| TOLUNAY, KAYLA, ALEXANDRA | I | SENIOR PRINCIPAL & CHIEF FINANCIAL PLANNING OFFICER | NA | Control |
| TOLUNAY, KAYLA, ALEXANDRA | I | SENIOR PRINCIPAL & CHIEF FINANCIAL PLANNING OFFICER | NA | Control |
| ST. CHAN BUSINESS ENTERPRISES, LTD. | DE | LLC MEMBER/OWNER | E | Control |
| ST. CHAN BUSINESS ENTERPRISES, LTD. | DE | LLC MEMBER/OWNER | E | Control |
| ST. CHAN BUSINESS ENTERPRISES, LTD. | DE | LLC MEMBER/OWNER | E | Control |
| ST. CHAN BUSINESS ENTERPRISES, LTD. | DE | LLC MEMBER/OWNER | E | Control |
| ST. CHAN BUSINESS ENTERPRISES, LTD. | DE | LLC MEMBER/OWNER | E | Control |
| ST. CHAN BUSINESS ENTERPRISES, LTD. | DE | LLC MEMBER/OWNER | E | Control |
| ST. CHAN BUSINESS ENTERPRISES, LTD. | DE | LLC MEMBER/OWNER | E | Control |
| ST. CHAN BUSINESS ENTERPRISES, LTD. | DE | LLC MEMBER/OWNER | E | Control |
| ST. CHAN BUSINESS ENTERPRISES, LTD. | DE | LLC MEMBER/OWNER | E | Control |
| ST. CHAN BUSINESS ENTERPRISES, LTD. | DE | LLC MEMBER/OWNER | E | Control |
| ST. CHAN BUSINESS ENTERPRISES, LTD. | DE | LLC MEMBER/OWNER | E | Control |
| ST. CHAN BUSINESS ENTERPRISES, LTD. | DE | LLC MEMBER/OWNER | E | Control |
| STAVIS, DEBORAH, MCCULLY | I | MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ST. CHAN MANAGEMENT, LLC | DE | ST. CHAN BUSINESS ENTERPRISES, LTD. | F | Control |
| ST. CHAN MANAGEMENT, LLC | DE | ST. CHAN BUSINESS ENTERPRISES, LTD. | F | Control |
| ST. CHAN MANAGEMENT, LLC | DE | ST. CHAN BUSINESS ENTERPRISES, LTD. | F | Control |
| ST. CHAN MANAGEMENT, LLC | DE | ST. CHAN BUSINESS ENTERPRISES, LTD. | F | Control |
| ST. CHAN MANAGEMENT, LLC | DE | ST. CHAN BUSINESS ENTERPRISES, LTD. | F | Control |
| ST. CHAN MANAGEMENT, LLC | DE | ST. CHAN BUSINESS ENTERPRISES, LTD. | F | Control |
| ST. CHAN MANAGEMENT, LLC | DE | ST. CHAN BUSINESS ENTERPRISES, LTD. | F | Control |
| STAVIS, DEBORAH, MCCULLY | I | ST. CHAN MANAGEMENT, LLC | F | Control |
| STAVIS, DEBORAH, MCCULLY | I | ST. CHAN MANAGEMENT, LLC | F | Control |
| STAVIS, DEBORAH, MCCULLY | I | ST. CHAN MANAGEMENT, LLC | F | Control |
| STAVIS, DEBORAH, MCCULLY | I | ST. CHAN MANAGEMENT, LLC | F | Control |
| STAVIS, DEBORAH, MCCULLY | I | ST. CHAN MANAGEMENT, LLC | F | Control |
| STAVIS, DEBORAH, MCCULLY | I | ST. CHAN MANAGEMENT, LLC | F | Control |
| STAVIS, DEBORAH, MCCULLY | I | ST. CHAN MANAGEMENT, LLC | F | Control |
Registrations
Federal
IA
Dec 8, 2025 REGISTERED
Notice Filings (1)
TX
Address
1330 POST OAK BLVDSUITE 2050
HOUSTON, TX 77056
United States
Phone: 713-391-8200