Key facts
- Status: Privately Held (backing).
- ·Watchlist + deal alerts for Stavis Wealth Transfer Solutions
- ·The full record, as it builds
Funding rounds
No funding rounds for Stavis Wealth Transfer Solutions are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Stavis Wealth Transfer Solutions
Operator of an investment advisory firm intended to help families with taxable estates preserve wealth, plan legacies and integrate financial, estate and insurance strategies holistically. The company offers comprehensive financial planning, investment management, estate planning and customized insurance services under one roof, enabling customers to optimize wealth preservation, ensure smooth generational transfer of assets and access curated private investment opportunities, empowering families to build enduring legacies with confidence and clarity.
- Sector
- Financial Services
- HQ
- Houston, TX, United States
- Founded
- 2023
- Employees
- 6
- Website
- staviswealth.com/
- Ownership
- Privately Held (backing)
Stavis Wealth Transfer Solutions doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Stavis Wealth Transfer Solutions shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Stavis Wealth Transfer Solutions in its N-PORT filings yet. We sweep new filings monthly.