Bonnie Chen Aves
Investment adviser representative at Hepworth Equity Partners, LLC
19 yearsExperience
4 statesRegistered in
$135.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Hepworth Equity Partners, LLCDec 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 4 states (MA, NH, NJ, NY).
Hepworth Equity Partners, LLC
$135.6MAssets managed
421Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2394247
- Firm CRD
- 145774