# STAVIS Wealth Transfer Solutions

STAVIS Wealth Transfer Solutions is an Asset Manager based in Houston.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Houston
- **Assets under management:** Undisclosed
- **Website:** staviswealth.com
- **LinkedIn:** https://www.linkedin.com/company/stavis-wealth-transfer-solutions

## Regulatory record

- **CRD number:** 328185
- **SEC file number:** 801-128853
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328185

## About

Stavis Wealth is an independent RIA that fully integrates Financial & Estate Planning, Investment Management, and Customized Insurance Solutions under a single fiduciary roof. Founded by Deborah Stavis, CFP, the firm focuses on preserving and enhancing family wealth across generations. It is female-led and designed with succession in mind for multi-generational client relationships.

## Sectors

- Insurance

## People

- Deborah Stavis — CFP® — Founder & Chief Executive Officer
- Samir Sinha — CFA® — Chief Investment Officer
- Chelsea Stavis — Co-Founder & Chief Growth Officer
- Jenna Andryeyeva — Director of Advisory Services
- Vanessa Blank — Director of People & Operations

## Questions

### Is STAVIS a registered investment adviser?

Based on the firm's narrow stated mission, STAVIS operates as an insurance advisory and placement firm rather than a registered investment adviser. It does not exercise discretionary authority over client assets, does not provide general portfolio-management advice, and does not custody funds. The firm's compensation is expected to derive from insurance commissions and consulting fees on policy implementation, though its precise regulatory registrations are not publicly verified.

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Last updated: 2026-08-11T15:08:11.274Z

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