RIA Intelligence

Direct business phone

818-501-7590reportedwillnerheller.comfirm site, Sep 16, 2026

Professional profile

linkedin.com/in/matt-heller-registeredfinancialadvisorreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• W•••••• • H••••• L•• independent RIA current
  since Nov 6, 2006 · Encino, Ca
• C••••••• I••••••••• S••••••• unclassified
  Mar 28, 2003 to Jan 22, 2004 · Encino, Ca
• B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
  May 12, 1998 to Mar 19, 2003 · Thousand Oaks, Ca

• C••••••• I••••••••• S••••••• to W•••••• • H••••• L••
  left Jan 22, 2004, registered Nov 6, 2006 (1019 days) · Other
• B••• O• A•••••• I••••••••• S•••••••• I••• to C••••••• I••••••••• S•••••••
  left Mar 19, 2003, registered Mar 28, 2003 (9 days) · Other

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

34derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address