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Lyla Kristina Andrea Bonilla

Ep Wealth Advisors

Menlo Park, CA

Torrance, CA

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-07-09
CA RA APPROVED 2026-06-29
HI RA APPROVED 2026-06-26
  • OR RA
    APPROVED
    Since 2026-07-09
  • CA RA
    APPROVED
    Since 2026-06-29
  • HI RA
    APPROVED
    Since 2026-06-26

Branch Locations

535 Middlefield Rd Suite 160, Menlo Park, CA 94025 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Neokai Capital Llc Honolulu HI 06/2025 07/2025
Opes Wealth Management, Llc Menlo Park CA 03/2022 05/2025
Opes Wealth Management, Llc Menlo Park CA 03/2021 03/2022
Unemployed San Francisco CA 10/2020 02/2021
Cambridge Associates San Francisco CA 06/2019 09/2020
Cambridge Associates San Francisco CA 07/2018 06/2019
University Of Hawaii At Manoa Honolulu HI 07/2014 05/2018
Kamehameha Schools Honolulu HI 06/2017 07/2017
Opes Wealth Management, Llc Menlo Park CA 08/2025 06/2026
Ep Wealth Advisors, Llc Menlo Park CA 06/2026 Present
  • 06/2025 → 07/2025
    Neokai Capital Llc
    Honolulu, HI
  • 03/2022 → 05/2025
    Opes Wealth Management, Llc
    Menlo Park, CA
  • 03/2021 → 03/2022
    Opes Wealth Management, Llc
    Menlo Park, CA
  • 10/2020 → 02/2021
    Unemployed
    San Francisco, CA
  • 06/2019 → 09/2020
    Cambridge Associates
    San Francisco, CA
  • 07/2018 → 06/2019
    Cambridge Associates
    San Francisco, CA
  • 07/2014 → 05/2018
    University Of Hawaii At Manoa
    Honolulu, HI
  • 06/2017 → 07/2017
    Kamehameha Schools
    Honolulu, HI
  • 08/2025 → 06/2026
    Opes Wealth Management, Llc
    Menlo Park, CA
  • 06/2026 → Present
    Ep Wealth Advisors, Llc
    Menlo Park, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-08
  • S65 Uniform Investment Adviser Law Examination
    2025-05-08
Other Names
  • Lyla Andrea Bonilla
  • Lyla Kristina Andrea Bonilla

View on SEC IAPD

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