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| Willner & Heller LLC
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|---|---|
| CRD # | 135406 |
| SEC # | 801-112631 |
| CIK # | 0001927796 |
| AUM | 193.1 M (2026-06-10) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 818-501-7590 |
| Address | 15760 Ventura Blvd Encino, CA 91436 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.6 | ||
| Apple Inc | 5.4 | ||
| Advanced Micro Devices Inc | 4.8 | ||
| Lam Research Corp | 3.9 | ||
| Microsoft Corp | 3.7 | ||
| Alphabet Inc | 3.7 | ||
| Applied Materials Inc /DE | 3.3 | ||
| Amazon Com Inc | 3.2 | ||
| ARM Holdings PLC /UK | 3.2 | ||
| Cathay General Bancorp | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 33.7 |
| (b) Individuals (high net worth individuals) | 46 | 153.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.6 |
| (h) Charitable organizations | 2 | 3.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 472 | 193.1 |
| By Discretionary | ||
| Discretionary | 472 | 193.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 472 | 193.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 192.1 | |
| Total | 472 | 193.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001927796] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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