# FOX WEALTH STRATEGIES

FOX WEALTH STRATEGIES is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://foxwealthstrategies.com

## Regulatory record

- **CRD number:** 336503
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336503

## About

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.

## People

- Chris Lis — Founder

## Related profiles

- [RIDGELINE PUBLIC ADVISORS, LLC](https://altss.com/profile/ridgeline-public-advisors-llc)
- [Parthenon Athena Advisors LLC](https://altss.com/profile/parthenon-athena-advisors-llc)

---

Last updated: 2026-08-11T15:06:49.768Z

Canonical page: https://altss.com/profile/fox-wealth-strategies

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology