Lyla kristina Andrea Bonilla
Investment adviser representative at Ep Wealth Advisors
12 yearsExperience
3 statesRegistered in
$45.1BFirm assets
39 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Ep Wealth Advisors, LLCJun 2026 to now
- Opes Wealth Management, LLCAug 2025 to Jun 2026
- Neokai Capital LLCJun 2025 to Jul 2025
- Opes Wealth Management, LLCMar 2021 to May 2025
- UnemployedOct 2020 to Feb 2021
- Cambridge AssociatesJul 2018 to Sep 2020
- Kamehameha SchoolsJun 2017 to Jul 2017
- University of Hawaii At ManoaJul 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (CA, HI, OR).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 yearsIn 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
- 8108776
- Firm CRD
- 111147