Willner & Heller LLC
SEC RegisteredBig Firms Sell You Products
About the firm
Willner Heller is a fee-only, Registered Investment Advisor and private wealth management firm located in Encino, California, founded in 2003 by Matthew D. Heller and Kenneth Willner. As a fiduciary, the firm provides unbiased and objective private wealth management services, choosing financial products and investment solutions tailored to each client. Unlike large financial firms, Willner Heller uses a variety of research and data as an institutional money manager to help clients achieve the best possible results.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized portfolio management of equity and fixed income, private wealth management, investment strategies tailored to individual needs, with a focus on maximizing portfolio returns, managing market risk, and maintaining tax efficiency. The firm is fee-only and does not receive commissions on trades.
Who they serve
Individuals and small businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 124 | $34M |
| High Net Worth Individuals | 46 | $154M |
| Charitable Organizations | 3 | $1.6M |
| State/Municipal Entities | 2 | — |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Willner & Heller LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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