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WILLNER & HELLER LLC
CRD 135406 · SEC 801-112631
15760 VENTURA BLVD, SUITE 2026, ENCINO, CA, 91436, United States
Phone
818-501-7590
Fax
818-501-9266
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$193.1M
Discretionary AUM
$193.1M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $33.7M |
| High net worth individuals | 46 | $153.9M |
| Pension/profit sharing plans | 3 | $1.6M |
| Charitable organizations | 2 | $3.9M |
| Corporations/business entities | 3 | $47K |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD