# EXHALE WEALTH

EXHALE WEALTH is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://exhalewealth.com
- **LinkedIn:** https://www.linkedin.com/company/matt-pruitt-cfp%c2%ae-cfa-02aab548

## Regulatory record

- **CRD number:** 319219
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319219

## About

Exhale Wealth Management provides tax efficient investment solutions tailored to clients' specific goals. Services include stock compensation planning for RSUs, ISOs, ESPP and concentrated stock positions, investment solutions across asset classes, retirement planning, education savings, estate planning, and charitable giving. The firm works as a fee-only fiduciary advisor and focuses on tech professionals with equity compensation.

## Sectors

- Tech professionals with stock compensation

## People

- Matthew Pruitt — CFP ®, CFA
- Olivia Fox — Client Service

## Questions

### Which sectors does Exhale Wealth explicitly avoid?

Exhale Wealth does not publish negative screening criteria. Its avoidance list, if any, is not part of public disclosures.

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- [SWAD Wealth Management](https://altss.com/profile/swad-wealth-management-llc)
- [RPS Retirement Plan Advisors](https://altss.com/profile/rps-retirement-plan-advisors)

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Last updated: 2026-08-11T15:06:42.396Z

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