RIA Intel›Advisers›Minnesota›EXHALE WEALTH MANAGEMENT, LLC

EXHALE WEALTH MANAGEMENT, LLC

Advisory

MN

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in MN

#453

of 511 advisers by AUM

Average account

$312K

across 199 accounts

AUM per adviser

$62M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients63

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MN, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

63 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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