WILLNER & HELLER LLC

CRD #135406 SEC #801-112631 ENCINO, CA 818-501-7590

SEC Registered

Total AUM

$164M

Discretionary

$164M

Employees

Clients

Accounts

411

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Feb 5, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	PARTNER & CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	PARTNER & CHIEF COMPLIANCE OFFICER	D	Control
HELLER, MATTHEW, DAVID	I	PARTNER & CHIEF COMPLIANCE OFFICER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	PARTNER	D	Control
WILLNER, KENNETH, LEE	I	MANAGING MEMBER	D	Control
WILLNER, KENNETH, LEE	I	PARTNER	D	Control
WILLNER, KENNETH, LEE	I	PARTNER	D	Control

Registrations

Federal

Feb 5, 2025 REGISTERED

Notice Filings (2)

CA TX

Address

15760 VENTURA BLVD
SUITE 2026
ENCINO, CA 91436
United States

Phone: 818-501-7590