CRD: 328185
Stavis Wealth Transfer Solutions
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-29-2023
- Office Locations
- 2
Office Locations
About Stavis Wealth Transfer Solutions
Stavis Wealth Transfer Solutions is an independent RIA focused on families with taxable estates, delivering complex financial and estate planning, customized insurance solutions, and investment management. The firm also partners with RIAs and family offices as an outsourced, fiduciary resource to design and implement holistic estate plans, including life insurance. Offerings also include charitable planning, family retreats, and complimentary policy audits.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DEBORAH STAVIS
Chief Compliance Officer, Chief Executive Officer, MANAGING PRINCIPAL
- CRD
- #1109504
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Yevgeniya Andryeyeva
--
- CRD
- #7782834
Samir Sinha
--
- CRD
- #2925368
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,227,172 | $2,377,919 |
| Non-Discretionary | $64,892,934 | $16,223,234 |
| Total | $148,120,106 | $3,797,951 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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