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Stavis Wealth Transfer Solutions LLC
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CRD # | 328185 |
SEC # | 801-128853 |
CIK # | |
AUM | $53.8 MM (2024-03-23) |
Employees | 6 (33% Investors, 33% Brokers) |
Phone | 713-391-8200 |
Address | 1330 Post Oak Blvd Houston, TX 77056 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 52.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 1.5 |
Total | 3 | 53.8 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 3 | 53.8 |
Total | 3 | 53.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 53.8 | |
Total | 3 | 53.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Leslie Marie Giordano
✚
|
NY | 0.1 |
Smart Steps Wealth Management LLC
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|
MO | 0.1 |
Franco Financial Advisors Inc
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|
NY | 0.1 |
St Columbanus AG
✚
|
0.1 | |
Network Investment Advisors Incorporated
✚
|
NY | 0.1 |
Beyond Wealth Advisory LLC
✚
|
CA | 0.1 |
Dynamic Trading Management LLC
✚
|
NY | 0.1 |
Morrison Fiduciary Advisors Inc
✚
|
PA | 0.1 |
Mtier Capital LLC
✚
|
NY | 0.1 |
Lighthouse Swiss Wealth Advisors AG
✚
|
0.1 |