Willner & Heller LLC
Willner & Heller LLC is an SEC-registered wealth manager in Encino, CA with $193.1M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Willner & Heller LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135406, SEC 801-112631, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $193.1M (2026-06-10)
- Firm type
- Wealth Manager
- Location
- Encino, CA
- Employees
- 3
- Clients
- 178
- CRD
- 135406
- Ownership
- WILLNER, KENNETH, LEE; HELLER, MATTHEW, DAVID
How much AUM does Willner & Heller LLC have?
Willner & Heller LLC reported $193.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Willner & Heller LLC?
Disclosed owners and executives of Willner & Heller LLC include WILLNER, KENNETH, LEE, HELLER, MATTHEW, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.