Key facts
- STAVIS WEALTH TRANSFER SOLUTIONS is a other based in HOUSTON, TX.
Registered with the SEC
Form ADV · 2026-03 · CRD 328185- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- HOUSTON, TX
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as STAVIS WEALTH TRANSFER SOLUTIONS, LLC).
Free account
See the whole book
- ·Watchlist + alerts for STAVIS WEALTH TRANSFER SOLUTIONS's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for STAVIS WEALTH TRANSFER SOLUTIONS are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.