SourcingSourcing

STAVIS WEALTH TRANSFER SOLUTIONS, LLC

A66
CRD 328185·SEC 801-128853·HOUSTON, TX
AUM
$148.1M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$444K
@ 30% margin
Est. Deal Value
$3.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STAVIS WEALTH TRANSFER SOLUTIONS, LLC
CRD
328185
SEC file #
801-128853
EIN
—
DBA names
Stavis Wealth Transfer Solutions

Economics

AUM
$148.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$120.8M → $148.1M▲ +23%
Client mix
Individuals High Net Worth21

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
staviswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ST. CHAN BUSINESS ENTERPRISES,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
ST. CHAN BUSINESS ENTERPRISES,
STAVIS, DEBORAH, MCCULLY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STAVISWEALTH.COM
Rdap Domain Creation Date
2025-01-03T20:07:34Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-03T20:07:34Z
Rdap Domain Last Changed
2025-01-03T20:07:34Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
STAVIS, DEBORAH, MCCULLY
IAR · Executive Officer · 2.5%
1109504
Samir Sinha
IAR
2925368
Yevgeniya Andryeyeva
IAR
7782834
KAYLA ALEXANDRA TOLUNAY
IAR
5706171