# Willis Financial Services, Inc.

Willis Financial Services, Inc. is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/steve-willis-cpa-cfp-60a2223

## Regulatory record

- **CRD number:** 155501
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155501

## About

WILLIS FINANCIAL SERVICES, INC. is a state-registered investment adviser in CLAYTON, CA. The firm manages approximately $96 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Willis — Founding Family

## Questions

### What is the known investment strategy of Willis Financial Services?

No asset-class preferences, sector focuses, or stage targets have been publicly disclosed. The firm's strategy remains opaque, with no reported direct investments, fund commitments, or partnerships available in public sources.

### How can allocators or GPs contact Willis Financial Services?

The firm has no publicly listed phone number, email address, or office address beyond a U.S. corporate registration. It does not maintain a public website or social media presence, making outreach unfeasible without a direct introduction.

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- [ACI Wealth Advisors](https://altss.com/profile/aci-wealth-advisors)
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Last updated: 2026-07-06T01:24:28.899Z

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