Willner & Heller LLC
● SEC registered since 2018CRD 135406SEC# 801-112631Encino, CA
Reg. AUM
$193.1M
Employees
3
Accounts
472
Location
Encino, CA
Willner & Heller LLC assets under management
Willner & Heller LLC operates as an SEC-registered investment adviser based in Encino, CA. The firm has been registered since 2018. It reports $193.1 million in regulatory assets under management and employs 3 people.
Willner & Heller LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Lee Willner Control | Partner | 50-75% | 2003 |
| Matthew David Heller Control | Partner & Chief Compliance Officer | 50-75% | 2003 |
Frequently asked questions
How much does Willner & Heller LLC manage?
Willner & Heller LLC reports $193.1 million in regulatory assets under management on its Form ADV.
How many employees does Willner & Heller LLC have?
Willner & Heller LLC reports 3 employees.
Where is Willner & Heller LLC located?
Willner & Heller LLC is based in Encino, CA and has been SEC-registered since 2018.
Does Willner & Heller LLC disclose fund performance?
Willner & Heller LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15760 Ventura Blvd, Suite 2026, Encino, CA 91436 |
| Phone | 818-501-7590 |
| Fax | 818-501-9266 |
| Office hours | 9:00a.m.-6:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1927796 |
| Discloses disciplinary history | No |
Regulatory AUM
$193.1M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$193.1Mregulatory AUM
Discretionary $193.1M