WILLNER & HELLER LLC
CRD #135406 SEC #801-112631 ENCINO, CA 818-501-7590
SEC Registered
Total AUM
$164M
Discretionary
$164M
Employees
3
Clients
--
Accounts
411
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $164M | $164M | $0 | 3 | 0 |
| Aug 2024 | $136.9M | $136.9M | $0 | 3 | 0 |
| Mar 2024 | $136.9M | $136.9M | $0 | 3 | 0 |
| Sep 2023 | $118.7M | $118.7M | $0 | 2 | 0 |
| Mar 2023 | $118.7M | $118.7M | $0 | 2 | 0 |
| Mar 2022 | $130M | $130M | $0 | 2 | 0 |
| Feb 2021 | $109M | $109M | $0 | 2 | 0 |
| Jun 2020 | $101.4M | $101.4M | $0 | 2 | 0 |
| Jan 2020 | $101.4M | $101.4M | $0 | 2 | 0 |
| Mar 2019 | $100M | $100M | $0 | 2 | 0 |
| Feb 2018 | $100.1M | $100.1M | $0 | 2 | 0 |
| May 2012 | $36M | $36M | $0 | 1 | 140 |
| Mar 2012 | $36M | $36M | $0 | 1 | 140 |
| Feb 2012 | $36M | $36M | $0 | 1 | 140 |
| Apr 2011 | $32M | $32M | $0 | 5 | -- |
| Feb 2011 | $32M | $32M | $0 | 5 | -- |
| Jan 2010 | $25.4M | $25.4M | $0 | 5 | -- |
DateFeb 2025
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$118.7M
Discretionary$118.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees1
Clients140
DateMar 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees1
Clients140
DateFeb 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees1
Clients140
DateApr 2011
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees5
Clients--