Willner & Heller LLC

RIASEC RegisteredEst. 2018

Total AUM

$193M

Discretionary

$193M

100% of AUM

Avg account

$409K

Accounts

472

Employees

Advisory reps

Firm details

Headquarters: Encino, California
CRD number: 135406
Registered since: March 19, 2018
Website: www.willnerheller.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI79.71%
Individuals17.43%
Charitable Organizations2.01%
Pension & Profit Sharing Plans0.82%
Corporations / Businesses0.02%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Willner & Heller LLC is a privately held investment adviser organized as an LLC and registered with the SEC in 2018. The firm is owned by an individual and serves both individual and family clients as well as institutional and business clients. Its primary revenue model is a percentage-of-assets-under-management fee schedule. Stated advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services; despite listing pension consulting among its offerings, the firm does not identify itself as a pension consultant in regulatory fields. Willner & Heller reports no active ESG investing program and does not identify as a multi-state adviser.