# Behl Wealth Management

> 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.

- CRD: 300281
- Filed as: BEHL WEALTH MANAGEMENT
- Legal name: Behl Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Delafield, WI
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300281
- AdvisorCensus page: https://advisorcensus.com/firm/behl-wealth-management-delafield-wi-300281

## Quick answers

**How is Behl Wealth Management compensated?**
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).

**Where is Behl Wealth Management located?**
Behl Wealth Management's principal office is in Delafield, WI, according to its Form ADV.

**Is Behl Wealth Management registered with the SEC or a state?**
Behl Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300281.

**How much does Behl Wealth Management manage?**
Behl Wealth Management reports $48,239,226 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Behl Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (28).

**Does Behl Wealth Management report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $48,239,226
- Discretionary: $48,239,226
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $11,652,306 |
| High net worth individuals | 28 | $36,586,920 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- behlwealth.com
- connect.xyplanningnetwork.com/find-an-advisor/andrew-polzin-85662
- connect.xyplanningnetwork.com/find-an-advisor/brian-behl-10735
- feeonlynetwork.com/financial-advisor/andrew-polzin
- feeonlynetwork.com/financial-advisor/brian-behl
- letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/146ad669-01ce-4866-9eb7-014c4f268b15
- letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/b3e6755c-55a0-4757-82ae-4eb8e50bd5aa
- napfa.org/firm/45362/28366
- napfa.org/member/112884/28366
- napfa.org/member/94935/28366
- plannersearch.org/financial-advisor/brian-d-behl
- wealthramp.com/advisor-info
- wealthtender.com/financial-advisors/brian-behl-cfp-crpc
- Facebook @behlwealth
- Facebook @brianbehlcfp
- Instagram @behlwealth
- LinkedIn @behlwealth
- LinkedIn @andrew-polzin
- LinkedIn @brianbehl
- LinkedIn @kristopher-sharpe-5688b59

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Behl Wealth Management (CRD 300281): Form ADV filing data as of October 2026.