Wealth Enhancement to Acquire Wealth Advocates, a Hybrid RIA with Over $476 Million in Client Assets [Yahoo! Finance]
Unifi, Inc. New (UFI)
Last unifi, inc. new earnings: 4/30 05:15 pm
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Source: Yahoo! Finance
MINNEAPOLIS Dec. 17, 2025 /PRNewswire/ -- Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, announced it will acquire Wealth Advocates, a hybrid RIA in Logan, Utah. The team oversees more than $476 million in client assets and is led by John Mickelson, Wealth Manager. Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said, "Wealth Advocates embodies the principles of holistic planning that are central to Wealth Enhancement's Roundtable™ approach to wealth management. We are pleased to welcome John and his team as we continue to broaden both our national footprint and presence in Utah - a high-growth market - in service of helping more families achieve their financial goals." Since 2017, Wealth Advocates has been dedicated to helping families plan, protect, and prosper by integrating each aspect of wealth management into one coordinated strategy. This comprehensive approach includes investment planning, tax planning,
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UFI
News
- Wealth Enhancement Announces Acquisition of Spectrum Wealth Management and Associated Tax Practice [Yahoo! Finance]Yahoo! Finance
- Unifi (NYSE:UFI) was upgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=UFI&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> to a "seMarketBeat
- Unifi, Inc. (UFI): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Unifi Packages 161,000 Meals for Rise Against Hunger in Fourth Annual Event in U.S. and India [Yahoo! Finance]Yahoo! Finance
- Unifi Inc (UFI) Q1 2026 Earnings Call Highlights: Strategic Restructuring and Growth in Beyond ... [Yahoo! Finance]Yahoo! Finance
UFI
Earnings
- 11/4/25 - Miss
UFI
Sec Filings
- 12/5/25 - Form 4
- 12/3/25 - Form 4
- 12/1/25 - Form 4
- UFI's page on the SEC website