Exhale Wealth

Overview

Exhale Wealth is an independent, owner-operated registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a mix of fee models — percentage of assets under management, hourly charges and fixed fees — and manages client mandates on a discretionary basis. Investment activity is centered on public market pooled vehicles (mutual funds and likely ETFs) with a stated preference for using third-party real estate strategies to provide alternative exposure. The firm does not identify as an active ESG investor and appears focused on straightforward wealth-management solutions rather than institutional pension or multi-state advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices