Lori Kim Choi
Senior Wealth ManagerVeris Wealth Partners, LLCCRD 7090253
About Lori Kim Choi
Lori Kim Choi is listed as Senior Wealth Manager at Veris Wealth Partners, LLC in Oakland, CA. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Veris Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lori Kim Choi work?
Lori Kim Choi is listed as Senior Wealth Manager at Veris Wealth Partners, LLC on SEC Form ADV.
How much of Veris Wealth Partners, LLC does Lori Kim Choi own?
Form ADV reports a beneficial ownership band of 5-10%.
Veris Wealth Partners, LLC
| Title | Senior Wealth Manager |
| Ownership | 5-10% |
| Control person | No |
| Since | 2018 |