STAVIS WEALTH TRANSFER SOLUTIONS, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 328185). Regulatory assets under management: $148.1M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Deborah Mccully Stavis | LLC MANAGER; MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | — |
| STAVIS DEBORAH MCCULLY | LLC MANAGER; MANAGING PRINCIPAL/CEO & CHIEF COMPLIANCE OFFICER | — |
| TOLUNAY KAYLA ALEXANDRA | SENIOR PRINCIPAL & CHIEF FINANCIAL PLANNING OFFICER | — |