RIA Intel›Advisers›Wisconsin›BEHL WEALTH MANAGEMENT, LLC

BEHL WEALTH MANAGEMENT, LLC

Advisory

DELAFIELD, WI

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in WI
#321
of 354 advisers by AUM
Average account
$214K
across 225 accounts
AUM per adviser
$16M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$48M
Discretionary %
100%
Clients
59
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$48M
Discretionary AUM$48M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients59
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

APEX FIDUCIARY ADVISORS LLC
MIDDLETON, WI
$48M
2ND MARKET CAPITAL ADVISORY CORP.
MADISON, WI
$47M
BARINGTON CAPITAL MANAGEMENT, LLC
GREEN BAY, WI
$47M
A TO Z FINANCIAL PLANNING LLC
OAK CREEK, WI
$50M
WEALTH PLANNING ADVISORS LLC
$46M
PRISM, LLC
$46M

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