Kenneth Lee Willner
Financial advisor at Willner & Heller, LLC · Encino, CA
Last updated 2026-10-10
Claim your profileKenneth Lee Willner is a financial advisor at Willner & Heller, LLC in Encino, CA, CRD 5020142. Licenses and exams on the registration: Series 65. IAPD registration began 2016-09-28.
Registration
- CRD number
- 5020142
- Registration status
- Active
- IAPD registration
- 2016-09-28
- Industry Experience
- 10 years
- Work Experience
- 49 years
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 1977-07 to Present · Willner & Ornedo LLP · Encino, CA
- 2004-01 to Present · Willner & Heller, LLC · Encino, CA
Current employment
- Willner & Heller LLC · Encino, CA
Willner & Heller, LLC
- Regulatory AUM
- $193,073,919
- Registered advisors
- 3
- Offices
- 1
- Average AUM per client
- $1.1M (Low)
- High-net-worth client ratio
- 25.8% (Moderate)
Willner & Heller, LLC: advisors, services and reported ETF investments
About
Kenneth Lee Willner is a financial advisor at Willner & Heller LLC in Encino, CA. Reported securities licenses include Series 65. The latest record indicates 10 years of industry experience and 49 years of reported work history. Reported roles include Willner & Ornedo LLP.
SEC disclosures list additional business and community activities: 01/1977-Present; Willner & Ornedo Llp; Partner; Non-Investment Related Tax Preparation Business; Time Devoted: Approximately 20 Hours Per Week.
Willner & Heller, LLC's firm-level Form ADV reports 3 advisors across 1 offices; approximately 59.3 clients per advisor, average assets per client of $1,084,685, and regulatory AUM of $193.1M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $56.5M across 65 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Kenneth Lee Willner personally.
Reported ETF positions
Willner & Heller reports 65 ETF positions worth $56.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| RDVY — First Trust Rising Dividend Achievers ETF | $5.5M |
| IWF — iShares Russell 1000 Growth Fund | $4.8M |
| FTSM — First Trust Enhanced Short Maturity ETF | $2.4M |
| QQQ — Invesco QQQ Trust, Series 1 | $2M |
| MGK — Vanguard Morningstar Mega Cap Growth ETF | $2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Willner & Heller's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $657.6K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $657.6K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | IMCG — iShares Morningstar Mid-Cap Growth ETF | $963.8K | Top 98.8% | Residual alpha +1.37% · Residual Sharpe 0.07 |
| Diversification Benefits | ISRA — VanEck Israel ETF | $276.8K | Top 97.6% | Replicability (R²) 61.6% · Residual Sharpe 0.23 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Willner & Heller, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Accountant or Accounting Firm
Location
15760 Ventura Blvd, Encino, CA 91436
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 818-501-7590
- Website: willnerheller.com
Official record
Are you Kenneth Lee Willner?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.