Stavis Wealth Transfer Solutions
Stavis Wealth Transfer Solutions is an SEC-registered ria in Houston, TX with $148.1M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Stavis Wealth Transfer Solutions: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328185, SEC 801-128853, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $148.1M (2026-03-23)
- Firm type
- Ria
- Location
- Houston, TX
- Employees
- 6
- Clients
- 21
- CRD
- 328185
- Ownership
- STAVIS, DEBORAH, MCCULLY; ST. CHAN BUSINESS ENTERPRISES, LTD.; TOLUNAY, KAYLA, ALEXANDRA; ST. CHAN MANAGEMENT, LLC
How much AUM does Stavis Wealth Transfer Solutions have?
Stavis Wealth Transfer Solutions reported $148.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Stavis Wealth Transfer Solutions?
Disclosed owners and executives of Stavis Wealth Transfer Solutions include STAVIS, DEBORAH, MCCULLY, ST. CHAN BUSINESS ENTERPRISES, LTD., TOLUNAY, KAYLA, ALEXANDRA, ST. CHAN MANAGEMENT, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.