# Behl Wealth Management

Behl Wealth Management is a RIA based in Delafield.

## Overview

- **Organization type:** RIA
- **Headquarters:** Delafield
- **Assets under management:** Undisclosed
- **Website:** behlwealth.com
- **LinkedIn:** https://www.linkedin.com/company/brianbehl

## Regulatory record

- **CRD number:** 300281
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300281

## About

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.

## People

- Brian Behl — CFP®, CRPC® — Founder & Financial Planner
- Andrew Polzin — CFP® — Financial Planner
- Kristopher Sharpe — Chief Compliance Officer & Director of Operations

## Questions

### Who runs investment decisions at Behl Wealth Management?

No named principals or investment professionals have been identified in public records for Behl Wealth Management. The firm's governance structure is not disclosed.

### 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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Last updated: 2026-08-11T15:06:13.093Z

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