EXHALE WEALTH

EXHALE WEALTH is an SEC-registered investment adviser (CRD 319219). Regulatory assets under management: $62.0M.

Registration

• CRD: 319219
• Type: Registered investment adviser
• Phone: 858-231-3645
• Latest filing: 2026-03-26
• Regulatory AUM: $62.0M
• Discretionary AUM: $62.0M
• Clients: 2
• Accounts: 199

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319219 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search