RIA Intel›Advisers›California›WILLNER & HELLER LLC

WILLNER & HELLER LLC

Advisory

N·ENCINO, CA

Data as of Feb 25, 2026 · Source: SEC Form ADV

Total AUM

$193M

1-Year AUM Growth

+15.3%

3-Year CAGR

+6.7%

Employees

3

Assets Under Management

Total AUM$193M

Discretionary AUM$193M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients154

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record18

First FilingNov 9, 2009

Latest FilingFeb 25, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WILLNER & HELLER LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.