$48.2M Total AUM
$48.2M Disc. AUM
-- 3Y CAGR
3 Employees
59 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-25-2019
- Office Locations
- 1
Office Locations
524 Milwaukee ST Suite 325 Delafield WI
About Behl Wealth Management
Behl Wealth Management is a Delafield, WI RIA focused on tax-efficient retirement planning and ongoing investment management. The firm builds personalized plans spanning tax, Social Security/pension, income, estate and education planning, then implements customized portfolios targeting risk-adjusted returns, largely via ETFs. Custodied at Charles Schwab & Co.
Team overview
39 AVG AGE
$16.1M AVG AUM / ADVISOR
$817.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
BRIAN DAVID BEHL
Financial Planner, PRINCIPAL
- CRD
- #5210998
- Ownership
- 75% or more
Available
Available
Available
KRISTOPHER T SHARPE
Associate Advisor, Chief Compliance Officer
- CRD
- #5671616
- Ownership
- Less than 5%
Available
Available
Available
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A
Andrew Scott Polzin
Associate Advisor
- CRD
- #7601025
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,239,226 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,239,226 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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