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- Custodian
- Altruist ยท Betterment
- Clients
- Retail
- Platforms
- Atlas crestFoundation harbor
- Established Date
- 07-19-2022
- Office Locations
- 1
Office Locations
About Exhale Wealth
Exhale Wealth is an independent Edina, MN RIA led by Matthew Pruitt (CFP, CFA) delivering tax-efficient portfolio management and holistic financial planning. The practice serves individuals including business owners and retirees, with planning support across retirement, estate and charitable strategies, insurance, and business succession. Portfolios primarily use public funds and ETFs, with custody options including Altruist and Betterment.
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Owner & Executives
Matthew James Pruitt
Advisor, Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #6933506
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,988,967 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,988,967 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,988,967
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,162,113,519 | 19.4% |
| Equity - Exchange | $2,947,215,728 | 49.2% |
| Cash | $1,880,946,622 | 31.4% |
| Total | $5,990,275,869 | 100.0% |