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STAVIS WEALTH TRANSFER SOLUTIONS

HOUSTON, TX · CRD 328185 · IAPD ↗ · staviswealth.com · 713-391-8200

$148.1MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
February 2026 — STAVIS WEALTH TRANSFER SOLUTIONS changed its website from wealthtransfersolutions.com to staviswealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
67
April 2025 — STAVIS WEALTH TRANSFER SOLUTIONS grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
October 2024 — STAVIS WEALTH TRANSFER SOLUTIONS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
October 2024 — STAVIS WEALTH TRANSFER SOLUTIONS reported RAUM up 101% ($53.8M -> $108.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — STAVIS WEALTH TRANSFER SOLUTIONS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.