Kristopher Sharpe
Behl Wealth Management · Delafield, Wisconsin
Kristopher Sharpe is a fee-only financial advisor at Behl Wealth Management in Delafield, Wisconsin. Behl Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Kristopher →
Facts
| Firm | Behl Wealth Management |
|---|---|
| Based in | Delafield, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $48.2M across 225 accounts |
| SEC registration | Investment adviser representative in IL, WI · CRD 5671616 |
| Exams passed | Series 66 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.behlwealth.com |
How Kristopher's firm compares
- Behl Wealth Management's average account is about $214,000, from its Form ADV (assets managed divided by 225 accounts).
Request an introduction to Kristopher
Tell Kristopher a little about what you're looking for. Kristopher isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kristopher
Is Kristopher Sharpe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristopher holds no broker registration, and Behl Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristopher charge for financial advice?
Kristopher's firm, Behl Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kristopher Sharpe based?
Kristopher Sharpe is based in Delafield, Wisconsin.
Is Kristopher Sharpe registered with the SEC?
Yes. Kristopher Sharpe is registered as an investment adviser representative in IL and WI (CRD 5671616), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Behl Wealth Management manage?
Behl Wealth Management reports $48.2M across 225 accounts in assets under management.
How do I contact Kristopher Sharpe?
Through Kristopher's website, www.behlwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.