Willner & Heller LLC
Firm details
- Headquarters
- Encino, California
- CRD number
- 135406
- Registered since
- March 19, 2018
- Website
- www.willnerheller.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.71%
- Individuals17.43%
- Charitable Organizations2.01%
- Pension & Profit Sharing Plans0.82%
- Corporations / Businesses0.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Willner & Heller LLC is a small, SEC-registered advisory firm organized as an LLC and registered in 2018. The firm is individually owned and charges clients on a percentage-of-assets-under-management basis. Its client mix includes high-net-worth individuals and families as well as institutional or business accounts. The advisory offering centers on discretionary portfolio management for individuals and small businesses, separate account management for businesses or institutions, and pension consulting services. Willner & Heller is not positioned as a capital allocator and does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds35%
- US Government Bonds8%
- State & Local Bonds4%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Miles Rader
RepresentativeCRD 7061094
Kenneth Willner
MemberCRD 5020142
Matthew Heller
Founding PartnerCRD 2204090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$71.3M in ETFs
84%
$59.9M
11%
$11.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $4.6M | 67,778 | 6.49% |
Location
Encino, CA
Los Angeles
Location
Encino, CA
Headquartered in Encino, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 15760 Ventura Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Marest Capital, LLC
RIAEncino, CA
Goodstein Wealth Management LLC
RIAEncino, CA
S&F Investment Advisors
RIAEncino, CA
Heyman Wealth Management, LLC
RIAEncino, CA
Portfolio Design Labs, LLC
RIAEncino, CA
Navalign, LLC
RIAEncino, CA