Investment adviser · CRD 312366
STAVIS & COHEN PRIVATE WEALTH, LLC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Mar 1, 2023
- Regulatory AUM
- $754M Form ADV · Item 5.F
- Client accounts
- 1,175 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 142 | $704,461,414 | 93.5% |
| Individuals | 139 | $49,364,353 | 6.5% |
Filing source
Form ADV 1722128 · Mar 1, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 1, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1330 POST OAK BOULEVARD, SUITE 2190HOUSTON, TX, 77056, United States
CRD 312366
Filing source
Form ADV 1722128 · Mar 1, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.