Willner & Heller LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Encino, CA. Its latest Form ADV filing, dated February 25, 2026, reports $193M in regulatory assets under management, 3 employees, and 472 accounts.
Assets Under Management
$193M
Employees
3
Offices
--
Total Clients
178
Primary office
ENCINO, CA
15760 VENTURA BLVD, SUITE 2026, ENCINO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.7% of total clients.
Top client categories% of clientsClients
1
Individuals
69.7%
124
2
HNWI
25.8%
46
3
Pension Plans
1.7%
3
4
Corporations
1.7%
3
5
Charitable
1.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of February 25, 2026
Discretionary100.0%
$193M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$193M
Total Accounts472
10Y AUM Change+$93M (+92.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee59:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.