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Willner & Heller LLC

● SEC registered since 2018CRD 135406SEC# 801-112631Encino, CA
Export (members)
Reg. AUM
$164M
Employees
3
Accounts
411
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 $164 million in regulatory assets under management and employs 3 people.
www.willnerheller.comView on SEC.gov ↗

Willner & Heller LLC owners & executives

2 reported
NameTitleOwnershipSince
Kenneth Lee Willner ControlPartner50-75%2003
Matthew David Heller ControlPartner & Chief Compliance Officer50-75%2003

Frequently asked questions

How much does Willner & Heller LLC manage?

Willner & Heller LLC reports $164 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

Address15760 Ventura Blvd, Suite 2026, Encino, CA 91436
Phone818-501-7590
Fax818-501-9266
Office hours9:00a.m.-6:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1927796
Discloses disciplinary historyNo

Assets under management

Discretionary$164M
Non-discretionary$0
Total (RAUM)$164M