WILLNER & HELLER LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $193.1M |
| Discretionary | $193.1M100% of AUM |
| Client Accounts | 472 |
| Avg Account Size | $409K |
| Employees | 3 |
| Peak AUM | $193.1MFeb 2026 |
| AUM CAGR | +13.0% /yrover 17 yrs · 21 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $193M | +17.8% | +19.4% | +11.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $193.1M |
| Discretionary | $193.1M |
| Employees | 3 |
| Client Accounts | 472 |
Contact & Location
Address
15760 VENTURA BLVD
ENCINO CA 91436
Phone
818-501-7590
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$193M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Insurance Company