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Bonnie Chen Aves

Hepworth Equity Partners, LLC

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About Bonnie Chen Aves

Bonnie Aves is a registered Investment Advisor Representative with Hepworth Equity Partners, LLC, based in Wolfeboro, New Hampshire. Bonnie is a licensed investment advisor in Massachusetts, New Hampshire, New Jersey, and New York. Bonnie has been in the financial services industry since 1994, and previously worked for Citigroup Global Markets Inc., Dean Witter Reynolds Inc., M.S. Farrell & Company, Inc., and Financial Sciences, Inc. Bonnie's areas of expertise include portfolio management for individuals. Hepworth Equity Partners, LLC is a firm specializing in providing investment advice and portfolio management services to individuals and high-net-worth clients. The firm is based in Wolfeboro, New Hampshire and manages approximately $120 million in assets.

Firm Information

Bonnie Aves is currently registered with Hepworth Equity Partners, LLC. Hepworth Equity Partners, LLC is an investment advisor registered with the SEC. The firm manages approximately $120 million in assets for 406 clients, primarily high-net-worth individuals and individuals other than high-net-worth. Their services include portfolio management for individuals. They also participate in wrap fee programs.

$120.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bonnie Aves’s Registration & Firm History

NH

06/20/2023 - Present

Hepworth Equity Partners, LLC (WOLFEBORO NH)

NY

07/07/2000 - 01/07/2008

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

03/17/1995 - 07/10/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

08/18/1994 - 06/28/1995

M.S. FARRELL & COMPANY, INC. (SYOSSET NY)

MA

05/18/1994 - 06/21/1994

FINANCIAL SCIENCES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 04/22/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 03/28/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Bonnie Chen Aves. Review regulatory record here.
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