Behl Wealth Management

Behl Wealth Management (CRD# 300281) is a financial advisory firm headquartered in Delafield, WI. They manage $34,486,939 in 187 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

524 Milwaukee St, Suite 325, Delafield, WI 53018

https://www.behlwealth.com/

By the Numbers

Total Assets Under Management

34

MILLION
Total Number of Accounts

187

ACCOUNTS
Average Account Value

$184,422

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Behl Wealth Management

Showing 1 - 2 of 2 top financial advisors.

Brian D. Behl

CRD#: 5210998

524 Milwaukee St, Suite 325, Delafield, WI 53018

Brian Behl (CRD# 5210998) is an Investment Advisor Representative working at Behl Wealth Management in Delafield, WI and has over 17 years of experience in the finance industry.

Andrew S. Polzin

CRD#: 7601025

524 Milwaukee St, Suite 325, Delafield, WI 53018

Andrew Polzin (CRD# 7601025) is an Investment Advisor Representative working at Behl Wealth Management in Delafield, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals