{
  "crd_number": 300281,
  "slug": "behl-wealth-management-delafield-wi-300281",
  "primary_business_name": "BEHL WEALTH MANAGEMENT",
  "legal_name": "BEHL WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Delafield",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "33340",
  "metro": {
    "cbsa_code": "33340",
    "common_name": "Milwaukee",
    "msa_name": "Milwaukee-Waukesha, WI",
    "path": "/advisors/wi/milwaukee"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-07-17",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-02",
  "carried_forward": false,
  "raum_total": 48239226.0,
  "raum_discretionary": 48239226.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 11652306.0,
      "count": 31
    },
    "high_net_worth_individuals": {
      "raum": 36586920.0,
      "count": 28
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "WI"
  ],
  "websites": [
    "https://behlwealth.com",
    "https://connect.xyplanningnetwork.com/find-an-advisor/andrew-polzin-85662",
    "https://connect.xyplanningnetwork.com/find-an-advisor/brian-behl-10735",
    "https://facebook.com/behlwealth",
    "https://facebook.com/brianbehlcfp",
    "https://feeonlynetwork.com/financial-advisor/andrew-polzin",
    "https://feeonlynetwork.com/financial-advisor/brian-behl",
    "https://instagram.com/behlwealth",
    "https://letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/146ad669-01ce-4866-9eb7-014c4f268b15",
    "https://letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/b3e6755c-55a0-4757-82ae-4eb8e50bd5aa",
    "https://linkedin.com/company/behlwealth",
    "https://linkedin.com/in/andrew-polzin",
    "https://linkedin.com/in/brianbehl",
    "https://linkedin.com/in/kristopher-sharpe-5688b59",
    "https://napfa.org/firm/45362/28366",
    "https://napfa.org/member/112884/28366",
    "https://napfa.org/member/94935/28366",
    "https://plannersearch.org/financial-advisor/brian-d-behl",
    "https://wealthramp.com/advisor-info",
    "https://wealthtender.com/financial-advisors/brian-behl-cfp-crpc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300281",
  "city_as_filed": "DELAFIELD",
  "url": "https://advisorcensus.com/firm/behl-wealth-management-delafield-wi-300281",
  "display_name": "Behl Wealth Management",
  "summary": "Behl Wealth Management is a state-registered investment advisory firm in Delafield, WI, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.",
  "citation": "AdvisorCensus. Behl Wealth Management (CRD 300281): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Behl Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Behl Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Behl Wealth Management located?",
      "a": "Behl Wealth Management's principal office is in Delafield, WI, according to its Form ADV."
    },
    {
      "q": "Is Behl Wealth Management registered with the SEC or a state?",
      "a": "Behl Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300281."
    },
    {
      "q": "How much does Behl Wealth Management manage?",
      "a": "Behl Wealth Management reports $48,239,226 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Behl Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (28)."
    },
    {
      "q": "Does Behl Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300281"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/behl-wealth-management-delafield-wi-300281.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 31,
      "fewer_than_5": false,
      "raum": 11652306.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 28,
      "fewer_than_5": false,
      "raum": 36586920.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300281",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}