Houston, TX Post Oak Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Stavis Wealth Transfer Solutions
Supported
Firm-wide stats for Stavis Wealth Transfer Solutions
Clients per advisor
5 Very LowAvg AUM per client
$6,903,494 Very HighHNW client ratio
100% Very HighAbout
Stavis Wealth Transfer Solutions serves high‑net‑worth individuals, families, family offices, trusts, charitable organizations and small business clients, offering integrated wealth, estate and financial planning alongside asset management and trust policy services. The firm’s service set includes coordination with attorneys, insurance analysis and oversight of variable insurance subaccounts as well as private placement life insurance and annuity structures.
The firm delivers tailored, goals‑based planning and portfolio recommendations that can be implemented through either discretionary or non‑discretionary arrangements, and it coordinates with clients’ other professional advisors while using tools and third‑party platforms for planning and reporting. Stavis Wealth also advises on and may supervise investment subaccounts and private fund allocations, and discloses relationships with third‑party private equity and venture capital platforms used to offer alternative investments to qualified clients.
Compared with peers, the firm manages a concentrated client roster (about 21 clients) with roughly $148.1 million in advisory AUM—approximately $83.2 million discretionary and $64.9 million non‑discretionary—indicating a substantial non‑discretionary supervisory role. The firm’s advisers hold broker‑dealer and insurance licenses and the brochure discloses commission‑based brokerage and insurance compensation and strategic private‑fund arrangements (including potential carried‑interest and non‑cash benefits), which the firm identifies as conflicts of interest and which are less common among similar advisory teams.
Based on Stavis Wealth Transfer Solutions
Expertise
Based on Stavis Wealth Transfer Solutions
Location
1330 Post Oak Blvd, Suite 2050
Houston TX 77056
Advisors at this office
3
Advisors at this office
Samir S
CFA®, Series 63
Houston, TX
Stavis Wealth Transfer Solutions
Samir Sinha is a CFA® charterholder with 11 years of industry experience. He is currently an advisor at Stavis Wealth Transfer Solutions, where he has worked since 2025. Prior to this, he held positions at Franklin Templeton, Post Oak Private Wealth Advisors, and Sinsonte Capital Management. Stavis Wealth Transfer Solutions specializes in integrated wealth transfer, financial and estate planning, and asset management for high-net-worth individuals, families, family offices, trusts, and foundations. The firm focuses on coordinating estate and trust services with other professional advisors and offers tailored, goals-based planning and supervisory oversight of investment subaccounts within various insurance structures.
Yevgeniya A
CFP®
Houston, TX
Stavis Wealth Transfer Solutions
Yevgeniya Andryeyeva is a CFP® professional at Stavis Wealth Transfer Solutions with one year of industry experience. Her prior work includes roles at Admitad and Knight Frank Russia. Stavis Wealth Transfer Solutions serves high-net-worth individuals, families, family offices, trusts, charitable organizations, and small businesses by providing integrated wealth, estate, and financial planning along with asset management and trust policy services. The firm offers tailored, goals-based planning and coordinates with clients’ other professional advisors while managing both discretionary and non-discretionary portfolios.
Kayla T
CFP®, Series 63
Houston, TX
Stavis Wealth Transfer Solutions
Kayla Tolunay is a CFP® with 10 years of industry experience, currently serving at Stavis Wealth Transfer Solutions in Houston, TX. She has worked at several firms since 2009, including Stavis & Cohen Private Wealth LLC and Tanglewood Total Wealth Management, Inc. Tolunay is also an independent insurance agent. Stavis Wealth Transfer Solutions provides integrated wealth transfer, financial and estate planning, and asset management primarily for high-net-worth individuals, families, family offices, trusts, and foundations. The firm emphasizes coordinated estate and trust work with clients’ other professional advisors and offers specialized services such as trust policy management and life-insurance audits.
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