Matt Pruitt
Advisor at Exhale Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
I spent over 10 years helping corporations, hedge funds and institutional investors squeeze every last dollar out of their investments before I finally asked myself: what is most important in life, and what's keeping me from getting there?
So, what's important to me: spending time with my family, pursuing a career I'm passionate about and running a business that allows me to partner with like-minded individuals.
My dad passed away at age 58 and I constantly remind myself that life is short, and I better not regret how I live it. I am now lucky enough to say I work in a field that brings me happiness and fosters my personal values.
A perfectionist by nature and self-proclaimed finance/tax nerd, I genuinely love helping individuals simplify their financial lives so they too can focus on what's most important to them.
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Occupation focus
Technology Professional
Demographic focus
Gen Y/Millennials (Born 1980-1995)
Fee options
$3000+/engagement
$250+/mo
Location
Edina, MN
Most active in
Matt P has reported serving >5 clients in these states in the last 12 months.
California · Minnesota · New York · Texas
Work history
Exhale Wealth Management, LLC
2022 - Present (4 years)
Ameriprise
2021 - 2022 (1 year)
Houlihan Lokey Capital, Inc.
2018 - 2021 (3 years)
NXT Capital
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Arch S
Series 63, Series 65
Plymouth, MN
Spencer Financial Advisors
Jon B
CFA®
Minnetonka, MN
Longship Advisers, LLC
Aimee H
CFP®, Series 63
Edina, MN
The Hatlestad Group
Donovan C
Series 65
St. Louis Park, MN
Carson Capital
Paula L
Series 63, Series 65
St Paul, MN
Ramsey Hill Asset Management LLC
Bradley H
Series 63, Series 65
Savage, MN
Sword and Shield Solutions LLC
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