STAVIS WEALTH TRANSFER SOLUTIONS

Legal name: STAVIS WEALTH TRANSFER SOLUTIONS, LLC

CRD 328185File 801-128853

APPROVED

Retail clients

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$148.1M

Bottom 25% of cohort (national)

Discretionary AUM

$83.2M

Non-discretionary $64.9M

Clients

39 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Sep 29, 2023
Principal office: 1330 POST OAK BLVD, SUITE 2050, HOUSTON, TX, 77056
Phone: 713-391-8200
Website: http://www.staviswealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $148.1M
Discretionary AUM: $83.2M
Non-discretionary AUM: $64.9M
Discretionary accounts: 35
Non-discretionary accounts: 4
Total accounts: 39
AUM per client: $7.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	21	$145.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Other (described) — NET-WORTH BASED FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.