Stavis Wealth Transfer Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 23, 2026, reports $148M in regulatory assets under management, 6 employees, and 39 accounts.
Assets Under Management
$148M
Employees
6
Offices
--
Total Clients
21
Primary office
HOUSTON, TX
1330 POST OAK BLVD, SUITE 2050, HOUSTON, TX, United States
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
21
Categories with <5 clients
FIRM EMPLOYEES/RELATED PERSONS-ENTITIES<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of March 23, 2026
Discretionary56.2%
$83M
56% of total RAUM56.2%
Non-discretionary43.8%
$65M
44% of total RAUM43.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$148M
Total Accounts39
10Y AUM Change+$148M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee4:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.