Investment adviser · CRD 135406
WILLNER & HELLER LLC
Investment adviser filing (IA)
ENCINO, CA, United States · Form ADV filed Jun 10, 2026
- Regulatory AUM
- $193M Form ADV · Item 5.F
- Client accounts
- 472 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 46 | $153,893,103 | 79.7% |
| Individuals | 124 | $33,661,295 | 17.4% |
| Charities | Fewer than 5 | $3,886,399 | 2.0% |
| Retirement plans | Fewer than 5 | $1,586,319 | 0.8% |
| Corporations & businesses | Fewer than 5 | $46,803 | 0.0% |
Filing source
Form ADV 2112398 · Jun 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 10, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
15760 VENTURA BLVD, SUITE 2026ENCINO, CA, 91436, United States
CRD 135406
Filing source
Form ADV 2112398 · Jun 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.