# WILLNER & HELLER LLC

WILLNER & HELLER LLC of ENCINO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135406
- Type: SEC-registered investment adviser
- SEC file number: 801-112631
- Location: 15760 VENTURA BLVD, SUITE 2026, ENCINO, CA, 91436
- Phone: 818-501-7590
- Latest filing: 2026-06-10
- Regulatory AUM: $193.1M
- Discretionary AUM: $193.1M
- Clients: 3
- Accounts: 472

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Kenneth Lee Willner | PARTNER | — |
| Matthew David Heller | PARTNER & CHIEF COMPLIANCE OFFICER | — |
| WILLNER KENNETH LEE | MANAGING MEMBER; PARTNER | — |
| HELLER MATTHEW DAVID | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PARTNER & CHIEF COMPLIANCE OFFICER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135406/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135406/similar
- Related entities: https://search.stillhousedata.com/firm/135406/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135406

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.