Key facts
- WILLNER & HELLER LLC is a other based in ENCINO, CA.
- WILLNER & HELLER LLC reports $928K in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 135406- Regulatory AUM
- $928K
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- ENCINO, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for WILLNER & HELLER LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is WILLNER & HELLER LLC's AUM?
- WILLNER & HELLER LLC manages approximately $928K in assets.