Unifia Yeram Choi

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 07/2025
  Bordeaux Wealth Advisors
  Kirkland, WA
• 09/2020 → 12/2023
  University Of Washington
  Seattle, WA
• 06/2023 → 09/2023
  Bordeaux Wealth Advisors
  Kirkland, WA
• 07/2022 → 06/2023
  Cornerstone General Contractors
  Bothell, WA
• 09/2018 → 03/2024
  Ymca Of Greater Seattle
  Bothell, WA
• 09/2016 → 06/2020
  Leota Middle School
  Woodinville, WA
• 07/2025 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2024-09-16 → 2025-10-03
  Bordeaux Wealth Advisors
  Kirkland, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-16