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BEHL WEALTH MANAGEMENT
BEHL WEALTH MANAGEMENT, LLC
CRD 300281
524 MILWAUKEE ST, SUITE 325, DELAFIELD, WI, 53018, United States
Phone
(262) 275-4025
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$48.2M
Discretionary AUM
$48.2M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $11.7M |
| High net worth individuals | 28 | $36.6M |
All web addresses on file
- https://www.instagram.com/behlwealth/
- https://www.behlwealth.com/
- https://www.facebook.com/behlwealth/
- https://www.facebook.com/brianbehlcfp/
- https://www.napfa.org/firm/45362/28366
- https://wealthramp.com/advisor-info/
- https://wealthtender.com/financial-advisors/brian-behl-cfp-crpc/
- https://www.napfa.org/member/94935/28366
- https://connect.xyplanningnetwork.com/find-an-advisor/brian-behl-10735
- https://www.plannersearch.org/financial-advisor/brian-d-behl
- https://www.feeonlynetwork.com/financial-advisor/brian-behl/
- https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/146ad669-01ce-4866-9eb7-014c4f268b15
- https://www.linkedin.com/in/brianbehl/
- https://www.napfa.org/member/112884/28366
- https://connect.xyplanningnetwork.com/find-an-advisor/andrew-polzin-85662
- https://www.feeonlynetwork.com/financial-advisor/andrew-polzin/
- https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/b3e6755c-55a0-4757-82ae-4eb8e50bd5aa
- https://www.linkedin.com/in/andrew-polzin/
- https://www.linkedin.com/in/kristopher-sharpe-5688b59/
- https://www.linkedin.com/company/behlwealth/
Official SEC filing: View on IAPD