Updated:
FOX WEALTH STRATEGIES
Fox Wealth Strategies is a registered investment adviser (RIA) in the state of California. It offers standalone investment advice/review, comprehensive...
FOX WEALTH STRATEGIES
Fox Wealth Strategies is a registered investment adviser (RIA) in the state of California. It offers standalone investment advice/review, comprehensive financial planning, and life insurance policy acquisition. The firm presents its approach as advice without sales gimmicks, pressure tactics, or quotas.
General information
Firm type
RIA
Principals
Chris Lis
Founder
Frequently asked questions
What is FOX WEALTH STRATEGIES?
FOX WEALTH STRATEGIES is a ria tracked on Altss.
What does Altss track for FOX WEALTH STRATEGIES?
Altss maintains an OSINT-verified profile of FOX WEALTH STRATEGIES covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is FOX WEALTH STRATEGIES's website?
FOX WEALTH STRATEGIES's public website is foxwealthstrategies.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is FOX WEALTH STRATEGIES?
FOX WEALTH STRATEGIES is classified by Altss as a RIA.
How does Altss source intelligence on FOX WEALTH STRATEGIES?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was FOX WEALTH STRATEGIES's Altss profile last updated?
FOX WEALTH STRATEGIES's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: