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Behl Wealth Management
Behl Wealth Management is a fee-only independent advisory firm and fiduciary advisor that provides tax-efficient retirement planning and investment management.
Overview
Behl Wealth Management is a fee-only independent advisory firm and fiduciary advisor that provides tax-efficient retirement planning and investment management. The firm does not earn commissions and has no proprietary products. It builds personalized financial plans focused on enjoyable retirement, including tax planning, withdrawal strategy, estate planning, education planning, and customized investing.
General information
Firm type
RIA
Location
City
Delafield
Principals
Brian Behl
CFP®, CRPC® — Founder & Financial Planner
Andrew Polzin
CFP® — Financial Planner
Kristopher Sharpe — Chief Compliance Officer & Director of Operations
Frequently asked questions
Where is Behl Wealth Management headquartered?
The firm's headquarters location has not been confirmed through public sources. Its city and country of operation are unknown.
Does Behl Wealth Management invest directly or through funds?
The firm's investment approach—whether direct deals, fund commitments, or other structures—is not documented in any publicly accessible source.
What sectors or asset classes does Behl Wealth Management target?
No sector preferences or asset-class allocations for Behl Wealth Management have been disclosed in public filings or media reports.
Has Behl Wealth Management been involved in any notable transactions or investments?
No verifiable deals, portfolio companies, or co-investments have been publicly associated with Behl Wealth Management. The firm does not appear in transaction databases or news archives.
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