Lori Choi
Veris Wealth Partners · New York, New York
Lori Choi is a fee-only financial advisor at Veris Wealth Partners in New York, New York, who holds the CFA credential. Lori focuses on sustainable & impact investing and family wealth transfer. Veris Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Veris Wealth Partners |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $5,000,000 asset minimum |
| Assets under management | $2.86B across 2,475 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 7090253 |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.veriswp.com |
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Questions about Lori
Is Lori Choi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lori holds no broker registration, and Veris Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lori charge for financial advice?
Lori's firm, Veris Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Lori charge?
According to Veris Wealth Partners's website, checked October 30, 2026: a $5,000,000 asset minimum.
Where is Lori Choi based?
Lori Choi is based in New York, New York.
What does Lori specialize in?
Lori's specialties include sustainable & impact investing and family wealth transfer. Lori works with founders, multi-generational families and ultra high net worth.
What credentials does Lori Choi hold?
Lori Choi holds the CFA credential.
Is Lori Choi registered with the SEC?
Yes. Lori Choi is registered as an investment adviser representative in NY and TX (CRD 7090253), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Veris Wealth Partners manage?
Veris Wealth Partners reports $2.86B across 2,475 accounts in assets under management.
How do I contact Lori Choi?
Through Lori's website, www.veriswp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Veris Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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