BEHL WEALTH MANAGEMENT

BEHL WEALTH MANAGEMENT of DELAFIELD, WI is an SEC-registered investment adviser (CRD 300281). Regulatory assets under management: $48.2M.

Registration

• CRD: 300281
• Type: Registered investment adviser
• Location: 524 MILWAUKEE ST, DELAFIELD, WI, 53018
• Phone: (262) 275-4025
• Latest filing: 2026-03-02
• Regulatory AUM: $48.2M
• Discretionary AUM: $48.2M
• Clients: 3
• Accounts: 225

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300281 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search