| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah McCully Stavis Control | Managing Principal/Ceo & Chief Compliance Officer | Under 5% | 2023 |
| St. Chan Business Enterprises, Ltd. Control | Llc Member/Owner | Over 75% | 2023 |
| Deborah McCully Stavis Control | Llc Manager | — | 2023 |
Stavis Wealth Transfer Solutions, LLC reports $120.8 million in regulatory assets under management on its Form ADV.
Stavis Wealth Transfer Solutions, LLC reports 5 employees.
Stavis Wealth Transfer Solutions, LLC is based in Houston, TX and has been SEC-registered since 2023.
Stavis Wealth Transfer Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1330 Post Oak Blvd, Suite 2050, Houston, TX 77056 |
| Phone | 713-391-8200 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $11.5M |
| Non-discretionary | $109.3M |
| Total (RAUM) | $120.8M |