Willner & Heller LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$187,554,398
Clients
170
Advisors
3
of 3 employees
About
The firm provides discretionary investment management to individuals — including high-net-worth clients — as well as pension/profit-sharing plans and charitable organizations. It also offers ongoing retirement plan consulting services that can include developing investment policy statements, evaluating investment options, asset allocation models, participant education, and monitoring.
Portfolios are tailored to client objectives and overseen on a continuous basis with at least quarterly reviews and rebalancing, using individual stocks and bonds, mutual funds, ETFs, options and other public and private securities. The firm describes fundamental and fund/ETF analysis as part of its process and, unusually for peers, may permit margin borrowing or the pledging of securities in separately managed accounts as part of portfolio strategies.
The brochure discloses an affiliation with a Certified Public Accounting firm through a management person’s principal role and notes reciprocal referral activity and ownership distributions, a relationship the firm identifies and discloses as a potential conflict. With a three-advisor team managing roughly $193 million across about 170 clients and explicit ERISA-related plan fiduciary acknowledgements, the firm combines a compact adviser structure with both individual wealth management and plan-level consulting services that are less common among similarly sized firms.
Client services
Expertise
Fee options
$0+: 0.50% $100,000+: up to 2.50%
Account minimum: $100,000
Main office
15760 Ventura Blvd, Suite 2026
Encino CA 91436
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Matt Heller · Willner & Heller · Willner & Heller LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Miles R
Series 65, Series 66
Encino, CA
Willner & Heller LLC
Miles Rader is an advisor at Willner & Heller LLC with Series 65 and Series 66 licenses and three years of industry experience. His prior roles include positions at MAP Strategic Wealth Advisors and UBS Financial Services. Outside of finance, his background includes working in the restaurant industry and a role at California Lutheran University. Willner & Heller LLC provides discretionary investment management to individuals, pension and profit-sharing plans, and charitable organizations, offering ongoing retirement plan consulting and tailored portfolios that include individual securities and funds. The firm’s approach includes fundamental and fund analysis, with services that extend to margin borrowing and securities pledging in separately managed accounts.
Kenneth W
Series 65
Encino, CA
Willner & Heller LLC
Kenneth Willner is a Series 65-licensed financial advisor with over 10 years of industry experience. He has worked at Willner & Heller LLC since 2004 and is also a partner in Willner & Ornedo LLP, a non-investment related tax preparation business where he dedicates approximately 20 hours per week. Willner & Heller LLC provides discretionary investment management services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers retirement plan consulting and employs a portfolio management approach that includes fundamental and fund/ETF analysis, continuous oversight, and the use of various securities including the option of margin borrowing in separately managed accounts.
Matthew H
Series 63, Series 65
Encino, CA
Willner & Heller LLC
Matthew Heller is a financial advisor at Willner & Heller LLC with 25 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he leads a professional networking group, Highrise Networks, for which he receives compensation based on membership activity. Willner & Heller LLC provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans under specific circumstances.
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