# Stavis Wealth Transfer Solutions

> Stavis Wealth Transfer Solutions is an SEC-registered investment advisory firm in Houston, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 328185
- Filed as: STAVIS WEALTH TRANSFER SOLUTIONS
- Legal name: Stavis Wealth Transfer Solutions, LLC
- Also doing business as: STAVIS WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328185
- AdvisorCensus page: https://advisorcensus.com/firm/stavis-wealth-transfer-solutions-houston-tx-328185

## Quick answers

**How is Stavis Wealth Transfer Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Stavis Wealth Transfer Solutions reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Stavis Wealth Transfer Solutions located?**
Stavis Wealth Transfer Solutions' principal office is in Houston, TX, according to its Form ADV.

**Is Stavis Wealth Transfer Solutions registered with the SEC or a state?**
Stavis Wealth Transfer Solutions is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328185.

**How much does Stavis Wealth Transfer Solutions manage?**
Stavis Wealth Transfer Solutions reports $148,120,106 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (56% discretionary).

**How have Stavis Wealth Transfer Solutions' assets and staff changed since 2023?**
In the Form ADV data for Stavis Wealth Transfer Solutions: Regulatory assets under management: $0 in the October 2023 data and $148,120,106 in the October 2026 data. Total employees: 4 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stavis Wealth Transfer Solutions serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21).

**Which custodians does Stavis Wealth Transfer Solutions use?**
Stavis Wealth Transfer Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Institutional as a custodian holding 10% or more of its separately managed account assets.

**Does Stavis Wealth Transfer Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328185

**What changed in Stavis Wealth Transfer Solutions' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $120,802,164 to $148,120,106 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Institutional

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $148,120,106
- Discretionary: $83,227,172
- Non-discretionary: $64,892,934

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 21 | $144,973,364 |
| Other | Fewer than 5 | $3,146,742 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- staviswealth.com
- wealthtransfersolutions.com
- LinkedIn @stavis-wealth-transfer-solutions

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 4 | September 8, 2023 |
| October 2024 | $108,433,225 | 4 | September 30, 2024 |
| October 2025 | $120,802,164 | 5 | April 19, 2025 |
| October 2026 | $148,120,106 | 6 | March 23, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $148,120,106 in the October 2026 data.
Total employees: 4 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $120,802,164 to $148,120,106 (+23%).

### February 2026
- Added the business name Stavis Wealth.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stavis Wealth Transfer Solutions (CRD 328185): Form ADV filing data as of October 2026.