Stavis Wealth Transfer Solutions LLC

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Assets, Funds, Holdings

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Stavis Wealth Transfer Solutions LLC
CRD #328185
SEC #801-128853
CIK #
AUM $53.8 MM (2024-03-23)
Employees 6 (33% Investors, 33% Brokers)
Phone713-391-8200
Address1330 Post Oak Blvd
Houston, TX 77056
Source [IAPD] [Website]
Total AUM ($MM)
604836241202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 52.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 1.5
Total 3 53.8
By Discretionary
Discretionary 0 0.0
Non-Discretionary 3 53.8
Total 3 53.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 53.8
Total 3 53.8
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Network Investment Advisors Incorporated
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Dynamic Trading Management LLC
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Morrison Fiduciary Advisors Inc
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Mtier Capital LLC
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Lighthouse Swiss Wealth Advisors AG
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