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Senior Wealth Manager · Veris Wealth Partners, LLC

Lori K. Choi

CRD 7090253 · Named on Form ADV at one SEC-registered adviser

At a glance

Veris Wealth Partners, LLC, an SEC-registered wealth manager based in Oakland, CA with $2.9 billion in regulatory assets, lists Lori K. Choi on its Form ADV as Senior Wealth Manager.

Firms and roles

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Lori’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Michael LentChief Financial Officer & Co-Chief Investment Officer, Veris Wealth Partners, LLC
  • Nicole M. DavisSenior Wealth Manager, Veris Wealth Partners, LLC
  • Alison L. PyottChief Client Services Officer, Veris Wealth Partners, LLC
  • Stephanie C. RuppChief Executive Officer, Veris Wealth Partners, LLC
  • Richard L. ChenGeneral Counsel / Chief Compliance Officer, Veris Wealth Partners, LLC

2 more people named with Lori on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.