Lori K. Choi

VERIS WEALTH PARTNERS

New York, NY 10004

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CRD#: 7090253

Professional summary

Lori Kim Choi, who also goes by Lori Kyung-mi Kim, is a registered financial advisor currently at VERIS WEALTH PARTNERS, LLC located in New York, New York.

Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Lori has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lori Kyung-Mi Kim

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

WISE Community, LLC; not investment-related; 780 West End Ave., Apt. 12D, New York, NY 10025; women's sustainable investing professional community; Co-founder & Member of LLC; 07/19/2018 (start of WISE Community, LLC); 10-15 hrs/mo; 0 hrs; co-lead organization, provide strategic direction, co-lead working group executing on global priorities, and support chapters and members, with goal of advancing women's leadership and the sustainable investing industry.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lori Kim Choi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 25, 2021 - Present

VERIS WEALTH PARTNERS, LLC

Office #1: 17 State St. Suite 2450, New York, NY 10004

RIA

CRD#: 143588

New York, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERIS WEALTH PARTNERS, LLC

ANDERS AND ASSOCIATES, LLC | VERIS WEALTH PARTNERS, LLC

CRD#: 143588 / SEC#: 801-67966

RIA

Registered Investment Advisory firm - (6/8/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(4/25/2021)

IAR

Texas
(7/30/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

VERIS WEALTH PARTNERS, LLC

ANDERS AND ASSOCIATES, LLC | VERIS WEALTH PARTNERS, LLC

CRD#: 143588 / SEC#: 801-67966

RIA

Registered Investment Advisory firm - (6/8/2007 Approved)

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Contact information

Main Address

1111 Broadway Suite 300, Oakland, CA 94607

Mailing Address

Phone number

(415) 814-0580

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (2025 ANNUAL UPDATING AMMENDMENT MAY) (5/30/2025)

Regulatory assets under management

Total Number of Accounts	2,654
AUM (Assets Under Management)	$ 2,259,771,653

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/07/2025	Cover Page	Report
11/12/2024	Cover Page	Report
01/02/2024	Cover Page	Report
12/02/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Lori K. Choi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lori Kim Choi's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERIS WEALTH PARTNERS, LLC

Primary Firm SEC Registration

VERIS WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Current Firm

VERIS WEALTH PARTNERS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VERIS WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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