Exhale Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$61,988,967
Total clients
63
32% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
63
Average account size
$983,952
About
Exhale Wealth Management is a fee-only registered investment adviser that serves individual and high‑net‑worth clients as well as employer plan sponsors. The firm provides investment management, comprehensive financial planning, employee benefit plan advisement, and coordinates third‑party services such as tax return preparation and accounting referrals.
The adviser constructs household‑level investment policies and personalized plans, tailoring asset allocation to clients’ goals, time horizons, and risk tolerances, and conducts regular reviews of accounts and plans. Portfolios may employ a mix of long‑ and short‑term strategies, dollar‑cost averaging, and diversified funds, with both discretionary and non‑discretionary engagement options available.
Noteworthy aspects include that Exhale operates as a solo‑advisor firm led by a CFA charterholder with prior investment banking experience, and it manages its assets on a discretionary basis. The firm maintains institutional relationships with multiple custodial platforms (including digital platforms) that provide back‑office and practice‑support services — an arrangement the brochure discloses as creating potential conflicts of interest and describes steps to mitigate.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
Minimum fee: Annual fee ranging from $500 to $30,000 billed monthly in arrears, based primarily on a fixed fee considering asset size and complexity Fee-only: Annual fee ranging from $500 to $30,000 billed monthly; fees are negotiable and may be waived or reduced
Main office location
Exhale Wealth
Edina MN, United States
Number of offices
1
Most active in
Exhale Wealth has reported serving >5 clients in these states in the last 12 months.
California · Minnesota · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
Quick links
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