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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stavis Wealth Transfer Solutions LLC
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|---|---|
| CRD # | 328185 |
| SEC # | 801-128853 |
| CIK # | |
| AUM | $120.8 M (2025-04-19) |
| Employees | 5 (60% Investors, 20% Brokers) |
| Phone | 713-391-8200 |
| Address | 1330 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 21 | 109.3 |
| (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 | 11.5 |
| Total | 43 | 120.8 |
| By Discretionary | ||
| Discretionary | 10 | 11.5 |
| Non-Discretionary | 33 | 109.3 |
| Total | 43 | 120.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.8 | |
| Total | 43 | 120.8 |
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|---|---|---|
|
Coretactic Strategies
✚
|
CO | 0.1 |
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Boyd Financial Strategies Inc
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MA | 0.1 |
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NC | 0.1 |
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Hutchinson Financial Advisors Inc
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VA | 0.1 |
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Bridgelight Capital LLC
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AZ | 0.1 |
|
Fairchild Financial Advisors Inc
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|
CA | 0.1 |
|
Central Wealth Management LLC
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|
WI | 0.1 |
|
Wolverine Wealth Advisory Services Inc
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|
MI | 0.1 |
|
Delta Wealth Advisors LLC
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|
0.1 | |
|
RHL Group LLC
✚
|
MI | 0.1 |