WILLNER & HELLER LLC

Overview

Willner & Heller LLC is a boutique advisory firm that manages concentrated equity-oriented portfolios while supplementing those core holdings with ETF exposure and third‑party alternative managers. The firm’s filings show a clear preference for equities — both individual stocks and exchange‑traded funds — and it offers portfolio management for individuals, small businesses, larger business or institutional accounts, and pension consulting. Willner & Heller is SEC‑registered since 2018, charges fees as a percentage of assets under management, and does not identify as an active ESG investor. Investment activity tilts toward public equity positions augmented by pooled liquid exposures (ETFs and mutual funds) and a targeted allocation to real estate through outside managers. That structure suggests the firm uses stock selection to drive alpha while leaning on ETFs and mutual funds for broad market, sector, or fixed‑income exposure and on third‑party managers to access real estate risk premia the firm does not source directly.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices