Advisor at Opes Wealth Management, LLC
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Firm
Opes Wealth Management, LLC
Location
Ewa Beach, HI
Credentials
Series 65
Industry experience
< 1 year
Lyla Kristina Bonilla is a financial advisor at Opes Wealth Management, LLC with a Series 65 designation and experience in the industry since 2021. Her prior roles include positions at Cambridge Associates and Kamehameha Schools. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million across several hundred client relationships, offering customized portfolios primarily using mutual funds and ETFs, combining fundamental, technical, and cyclical analysis with a generally long-term orientation.
Based on Opes Wealth Management, LLC
Based on Opes Wealth Management, LLC
Additional financial planning service fee of $1,500 upon request; typical financial planning minimum annual flat fee of $3,500.
$0 - $1,000,000: 1.25% for Opes Premier Services $1,000,000 - $2,000,000: 0.65% for Opes Premier Services $2,000,000 - $5,000,000: 0.55% for Opes Premier Services $5,000,000+: 0.35% for Opes Premier Services $0 - $1,000,000: 1.0% for Opes Select Services $1,000,000 - $2,000,000: 0.6% for Opes Select Services $2,000,000 - $5,000,000: 0.5% for Opes Select Services $5,000,000+: 0.3% for Opes Select Services $0 - $1,000,000: 0.75% for Opes Access Services $1,000,000 - $5,000,000: 0.45% for Opes Access Services $5,000,000+: 0.3% for Opes Access Services
Hourly increments charged as mutually agreed in a separate planning contract for financial planning services.
Account minimum: $700,000 for Opes Premier Services, $350,000 for Opes Select Services, $50,000 for Opes Access Services Minimum fee: Planning and Consulting Services minimum annual flat fee of $3,500, or as otherwise mutually agreed upon Fee-only: Fee-only basis for discretionary investment advisory services.
Ewa Beach, HI
California · Hawaii
Opes Wealth Management, LLC
2025 - Present (1 year)
Neokai Capital LLC
2025 - 2025 (1 year)
Opes Wealth Management, LLC
2022 - 2025 (3 years)
Opes Wealth Management, LLC
2021 - 2022 (1 year)
Unemployed
2020 - 2021 (1 year)
Cambridge Associates
2019 - 2020 (1 year)
Cambridge Associates
2018 - 2019 (1 year)
Kamehameha Schools
2017 - 2017 (1 year)
University of Hawaii at Manoa
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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