This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

EP WEALTH ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S65

First exam

May 8, 2025

First registration

Jun 3, 2025

Dual registered

no

Other names

Lyla Andrea Bonilla|Lyla Kristina Andrea Bonilla

IAPD individual key

8108776

• Occurred

  Aug 7, 2026
  Advisor changed firm

  Lyla Kristina Andrea Bonilla left Opes Wealth Management, Llc for Ep Wealth Advisors (registered 2026-06-26)

  Form ADVobserved 5 days ago
• Occurred

  Jul 13, 2025
  Advisor changed firm

  Lyla Kristina Andrea Bonilla left Neokai Capital for Opes Wealth Management, Llc (registered 2025-08-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:86a7d659-8284-5dd2-ba6e-cf7659a35f9e

First observed

Jun 3, 2025

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.