Huntsville, AL Office
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Wealth Enhancement Advisory Services, LLC
Enterprise
Firm-wide stats for Wealth Enhancement Advisory Services, LLC
About
Wealth Enhancement Advisory Services (WEAS) provides financial planning, discretionary and non‑discretionary asset management, retirement‑plan consulting, and referrals to separate managed account investment managers for individuals, high‑net‑worth clients, corporations and retirement plans. The firm operates at scale—managing over $122 billion in regulatory AUM through a large advisor network and multiple program options including wrap, ETF‑focused, institutional, and model‑based solutions.
WEAS’s investment process emphasizes diversified, risk‑class based allocations that blend passive and active managers and employ quantitative, momentum, and fundamental analysis; portfolio construction and rebalancing are overseen by an internal Investment Committee. The firm also offers a range of implementation tools and services—including held‑away account management via the Pontera platform, sub‑advisory SMA access, asset‑location services, and model portfolios—while noting that model and third‑party providers are evaluated for cost, tax efficiency, and manager due diligence.
Compared with many large enterprises, WEAS discloses several uncommon features and inter‑firm arrangements in its brochure: it documents transitional billing practices for clients transferred from predecessor advisers and, unusually for firms of its size, advertises predecessor performance; it also delegates operational and TAMP functions to an affiliate (Advisory Solutions Group) and relies on multiple affiliated services such as NorthCrest sub‑advice, an affiliated trust company (WETS), and a tax/consulting affiliate. The brochure further highlights potential conflicts tied to advisor equity ownership, model‑provider fee markups, and referral arrangements with custodians and third‑party platforms—matters the firm discloses as part of its compliance and client‑disclosure practices.
Expertise
Occupation focus
Demographic focus
Location
200 Clinton Ave W, Suite 1020
Huntsville AL 35801
Advisors at this office
6
Advisors at this office
Charles H
Series 65
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
Charles Harriman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 12 years of industry experience. He previously worked with American League and has roles at Cloud Financial, Inc. Outside of his advisory duties, Harriman serves as an assistant baseball director at American League. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers, supported by an internal Investment Committee.
John H
Series 65
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
John Huggins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and four years of industry experience. He has held various co-ownership and management roles in property-related businesses and serves as a club officer for the Athens Football Alumni Club. Wealth Enhancement Advisory Services offers financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans, utilizing diversified, risk-class based investment strategies that combine passive and active management overseen by an internal Investment Committee.
Scott M
Series 63, Series 66
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
Scott Montes is a financial advisor at Wealth Enhancement Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cloud Investments LLC, Keel Point Capital, LLC, and Proequities, Inc. Montes is based in Huntsville, Alabama. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, with portfolio oversight by an internal Investment Committee.
Germi C
Series 65
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
Germi Cloud is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 16 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he led Cloud Investments, LLC and Cloud Financial Inc. Outside of his advisory role, he serves as Treasurer for a homeowners association. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-based allocations that combine passive and active management, supported by an internal Investment Committee and multiple implementation tools.
Aaron H
CFP®, ChFC®, Series 65
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
Aaron Howard is a CFP®, ChFC®, and Series 65 credentialed financial advisor with seven years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2026 after prior roles with Cloud Financial, Inc. and The Blackburn Institute. Howard serves on the board of The Shoals Dream Center and is treasurer of One Place of the Shoals, both nonprofit organizations based in Florence, Alabama. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment process incorporating both passive and active managers, with portfolio oversight by an internal Investment Committee.
Don C
Series 66
Huntsville, AL
Wealth Enhancement Advisory Services, LLC
Don Cloud is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He previously operated Cloud Investments, LLC, and Cloud Financial, Inc., where he focused on fixed insurance products. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.
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