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Saturday, October 3, 2026The Morning Brief →Sign in
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Cloud Investments

HUNTSVILLE, AL
CRD: 281915
In PWD coverage since August 18, 2026 · 1 story
$404MRegulatory AUMSEC Form ADV · Sep 26
6EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Sep 26
Deal recordFull tracker →
Jul 24, 25Deal announcedWealth Enhancement · $462
PWD coverage
M&A

Wealth Enhancement buys a $644 million Washington State tuck-in

The Olympia, Wash. acquisition pushes the Minnesota consolidator past $160.7 billion and extends a summer run of niche-focused purchases.
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