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Latest transactions

RIA · Independent channel

Cloud Investments

Acquired by Wealth Enhancement · July 2026

Huntsville, Alabama RIA (SEC CRD 281915) founded in 2006 by Don Cloud, with offices in Huntsville, Florence and Gadsden.

Website
connectwithcloud.com
Regulator record
CLOUD INVESTMENTS, LLC (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$462M
Reported practice assets · 1 of 1 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
0 Jan
0 Feb
0 Mar
0 Apr
0 May
0 Jun
0 Jul
0 Aug
0 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

No recorded arrivals in 2026.

Departures went to

Destination firms, by number of teams

Arrivals 0

Teams joining Cloud Investments in 2026. Open a team for its source record.

No recorded arrivals in 2026.

Departures 1

Teams leaving Cloud Investments in 2026.

Date Pattern Team / advisor(s) To Reported assets Source
Jul 30 Acquisition Cloud InvestmentsHuntsville, AL
Florence, AL
Gadsden, AL
Wealth EnhancementRIA $462M Press Release

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.